1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 29 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 21.14 percent over the past year, 0.52 percent over the past three years, and -3.02 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||0.5%|
|5 Years (Annualized)||-3.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, 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 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. The fund is non-diversified.
Fees are High compared to funds in the same category.
Calvert Global Alternative Energy Fund has an expense ratio of 1.85 percent.
Risk is Average compared to funds in the same category according to Morningstar.