Calvert Global Energy Solutions I (CAEIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.36: the stock has moved about 36% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCalvert Global Energy Solutions I (CAEIX) trades at $15.08. Calvert Global Energy Solutions I is a financial services company specializing in asset management with a focus on sustainable energy solutions. The fund invests in U.S. and non-U.S. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for CAEIX: CAEIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Calvert Global Energy Solutions I (CAEIX) Financial Services Profile
Calvert Global Energy Solutions I is an asset management fund focusing on sustainable energy solutions, investing in companies that manage energy use sustainably and reduce greenhouse gas emissions. With a market capitalization of $0.18 billion and a beta of 1.36, the fund operates within the evolving landscape of renewable energy investments.
What Is the Investment Thesis for CAEIX?
Calvert Global Energy Solutions I presents an investment opportunity within the expanding sustainable energy sector. With a market capitalization of $0.18 billion and a beta of 1.36, the fund's performance is more volatile than the market average. The fund's focus on companies involved in reducing greenhouse gas emissions and promoting renewable energy aligns with increasing global demand for sustainable investments. Key value drivers include the growth of the renewable energy market and increasing regulatory support for sustainable practices. Upcoming catalysts include potential policy changes favoring renewable energy and technological advancements that improve the efficiency and cost-effectiveness of sustainable energy solutions. Potential risks include market volatility and regulatory changes that could negatively impact the renewable energy sector.
Based on FMP financials and quantitative analysis
CAEIX Key Highlights
Market capitalization of $0.18 billion, indicating a relatively small size within the asset management industry.
- Beta of 1.36, suggesting higher volatility compared to the overall market.
- Focus on sustainable energy solutions, aligning with growing investor interest in ESG (Environmental, Social, and Governance) investments.
- Investment strategy targeting companies actively involved in reducing greenhouse gas emissions and expanding renewable energy sources.
- No dividend yield, indicating that the fund's return is primarily through capital appreciation rather than income.
Who Are CAEIX's Competitors?
CAEIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AMDWX Amana Mutual Funds Trust Developing World Fund | $18.52 | +1.31% | $213M | — |
| AMIDX Amana Developing World Fund Institutional Class | $18.62 | +1.31% | $214M | — |
| ASQIX American Century Small Company Fund Investor Class | $21.08 | +1.01% | $188M | — |
| BMN Blackrock 2037 Municipal Target Term Trust | $22.25 | +0.54% | $137M | — |
| CBLLX Wells Fargo C&B Large Cap Value Fund - Class Admin | $11.42 | -0.70% | $159M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CAEIX's Key Strengths?
Focus on sustainable energy solutions.
- Alignment with growing ESG investment trends.
- Investment in both U.S. and non-U.S. companies.
- Clear investment criteria based on sustainable energy practices.
What Are CAEIX's Weaknesses?
Relatively small market capitalization of $0.18 billion.
- Higher volatility compared to the overall market (beta of 1.36).
- No dividend yield, potentially less attractive to income-seeking investors.
- Dependence on the performance of the sustainable energy sector.
What Are the Key Risks for CAEIX?
Market volatility affecting the sustainable energy sector.
- Regulatory changes impacting renewable energy incentives.
- Competition from other asset management firms with similar ESG strategies.
- Economic downturns reducing investment in sustainable energy.
- Dependence on the performance of the sustainable energy sector.
What Are CAEIX's Competitive Advantages?
- Focus on sustainable energy solutions provides a niche market.
- Expertise in identifying and investing in companies with strong sustainable practices.
- Alignment with growing investor demand for ESG investments.
What Does CAEIX Do?
Calvert Global Energy Solutions I is a financial services company operating in the asset management industry. The fund is dedicated to investing in companies that are at the forefront of sustainable energy solutions. Calvert Global Energy Solutions I directs its investments towards both U.S. and non-U.S. companies whose primary business revolves around sustainable energy solutions. The fund typically allocates at least 80% of its net assets to equity securities within this sector. The investment strategy is centered on companies that actively manage energy consumption in a sustainable manner or are significantly involved in transitioning to a more sustainable economy. This transition is facilitated through the reduction of greenhouse gas emissions and the increased adoption of renewable energy sources. The fund's underlying index consists of companies that meet specific criteria related to sustainable energy practices, ensuring that investments align with the fund's environmental objectives. The fund's focus on sustainable energy positions it within a growing segment of the financial market, catering to investors seeking environmentally conscious investment options.
What Products and Services Does CAEIX Offer?
- Invests in equity securities of U.S. and non-U.S. companies.
- Focuses on companies whose main business is sustainable energy solutions.
- Manages energy use in a sustainable manner.
- Facilitates the transition to a more sustainable economy.
- Reduces greenhouse gas emissions.
- Expands the use of renewable energy sources.
How Does CAEIX Make Money?
- Generates revenue through management fees charged to investors.
- Invests in companies involved in sustainable energy solutions.
- Aims to provide capital appreciation for investors through its investments.
What Industry Does CAEIX Operate In?
Calvert Global Energy Solutions I operates within the asset management industry, specifically targeting the sustainable energy sector. The industry is experiencing growth due to increasing awareness of climate change and the need for renewable energy sources. The competitive landscape includes other asset management firms offering similar sustainable investment options, such as AMDWX (American Funds Developing World Growth and Income Fund Class A), AMIDX (American Funds International Growth and Income Fund Class A), ASQIX (American Century Sustainable Equity Income Fund Investor Class), CBLLX (Columbia Balanced Allocation Fund Class A), and BMN (Blackstone Minerals Ltd).
Who Are CAEIX's Key Customers?
- Individual investors seeking exposure to the sustainable energy sector.
- Institutional investors looking for ESG-focused investment options.
- Retirement funds and endowments with sustainability mandates.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
CAEIX Financials
Bull Case vs Bear Case
Bull Case
- Focus on sustainable energy solutions.
- Alignment with growing ESG investment trends.
- Investment in both U.S. and non-U.S. companies.
- Clear investment criteria based on sustainable energy practices.
Bear Case
- Relatively small market capitalization of $0.18 billion.
- Higher volatility compared to the overall market (beta of 1.36).
- No dividend yield, potentially less attractive to income-seeking investors.
- Dependence on the performance of the sustainable energy sector.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CAEIX Latest News
No recent news available for CAEIX.
CAEIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CAEIX.
Price Targets
Wall Street price target analysis for CAEIX.
CAEIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CAEIX; grades run from A+ (80-100) to F (below 30).
CAEIX Financials Stock FAQ
What does Calvert Global Energy Solutions I do?
Calvert Global Energy Solutions I is an asset management fund specializing in sustainable energy solutions. The fund invests in both U.S. and non-U.S.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.