2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 42 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 38.62 percent over the past year, -3.43 percent over the past three years, and -17.69 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||17.9%|
|3 Years (Annualized)||-3.4%|
|5 Years (Annualized)||-17.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities of U.S. and non-U.S. companies whose main business is alternative energy or that are significantly involved in the alternative energy sector. It concentrates (invests more than 25% of its total assets) in the alternative energy industry. The fund has sustainable and socially responsible investment criteria that reflect specific types of companies in which the fund seeks to invest and seeks to avoid investing. It is non-diversified.
Fees are High compared to funds in the same category.
Calvert Global Alternative Energy Fund has an expense ratio of 1.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.