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CGACX Calvert Global Energy Solutions C

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Fund CGACX Calvert Global Energy Solutions C PGRNX Pax Global Environmental Mrkts Indv Inv PORTX Portfolio 21 Global Equity R  
100% 86% 85%
Annual Fees
(2.03% Exp. Ratio)
(1.23% Exp. Ratio)
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$26,926.62 $34,366.88 $33,338.22
Est. savings over 30 yrs +$7,440.27 +$6,411.60
As of 12/31/16
1 YR RETURN -8.40%
3 YR -8.09%
5 YR 1.87%
10 YR --
1 YR RETURN 10.62%
3 YR 1.96%
5 YR 10.79%
10 YR --
1 YR RETURN 3.72%
3 YR 1.71%
5 YR 8.16%
10 YR 3.34%
The investment seeks to track the performance of the Calvert Global Energy Research Index. The fund concentrates in the sustainable energy solutions industry and normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions. The underlying index is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources.
The investment seeks long term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. It will invest primarily in equity securities of companies located around the world, including at least 40% of its net assets in securities of non-U.S. issuers, including those located in emerging markets. The fund invests in environmental markets-companies whose businesses and technologies focus on environmental markets.
The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies that the adviser believes are leaders in managing environmental risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, the fund's net assets (plus any borrowings for investment purposes) will be fully invested, but at least 80%, in equity securities. The fund invests globally and has exposure to both emerging and developed markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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