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Calvert Global Water Fund Class A (CFWAX)

15.19
Net Asset Value
-1.68%
1 Day
-13.40%
Year-to-Date
Overall Morningstar Rating
Natural resources
Style or Category
4.75
Sales Expenses
1.83%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital through investment in equity securities of companies active in the water-related resource sector. The fund normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies whose main business is in the water sector or that are significantly involved in water-related services or technologies. It concentrates (invests more than 25% of its total assets) in the water-related resource sector. The fund is non-diversified.

Performance

1 month-6.65% 3 years+6.41%
3 months-14.36% 5 years+7.89%
1 year-19.37% Since inception+6.91%
Data through --

Peer Comparisonvs. Natural resources

 CFWAXCategory
Performance 5-yr return+7.89%+3.93%
Expense ratio1.83%1.43%
Risk 5 year sharpe ratio0.680.15
Net assets$549.2M$703.2M
Average market cap$2.4B$13.3B
Average P/E21.916.5
Portfolio turnover77%77%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureCatherine Ryan / 5 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock53.00%
International stock45.10%
Fixed income1.10%
Cash0.80%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 53.60%
Utilities 32.34%
Hardware 11.15%
Consumer goods 1.12%
Business service 0.89%
Top 10 Holdings
Portfolio weighting
-- 6.02%
-- 4.92%
SPW SPX Corp4.80%
HDS HD Supply Holdings Inc4.29%
RXN Rexnord Corp4.14%
-- 3.89%
DHR Danaher Corp3.81%
CCC Calgon Carbon Corp3.67%
AWK American Water Works Company Inc3.60%
TTEK Tetra Tech Inc3.09%

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