Calvert Global Real Estate A (CGRAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Calvert Global Real Estate A
Bethesda, MD 20814
4550 Montgomery Avenue Street 1000n
Calvert Management Series
Management information
,Lead manager since 28 April 2022
Laurel Durkay, Chartered Financial Analyst
Managing Director
Laurel Durkay joined Morgan Stanley in 2020 and has 21 years of investment experience. She is the Head of Global Listed Real Assets within Morgan Stanley Investment Management (MSIM) and the lead portfolio manager for U.S. and Global listed real estate strategies. Prior to joining MSIM, Ms. Durkay was a Senior Vice President and Global Portfolio Manager for Listed Real Estate at Cohen & Steers Capital Management for 14 years.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryGlobal Real Estate
Fund familyCalvert Research and Management
Net assets5.76M
YTD return-1.78%
Yield2.29%
Morningstar ratingN/A1
Inception date28 Apr 2022
Fund operations
Last dividend0.05
Last cap gain-13.00
Holdings turnover65.00%
Average for categoryN/A
Fees and expenses
ExpenseCGRAXCategory average
Annual report expense ratio (net)0.85%1.21%
Prospectus net expense ratio0.85%N/A
Prospectus gross expense ratio5.13%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.20%
Max deferred sales loadN/A1.24%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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