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Calvert Global Water Fund Class A (CFWAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Natural resources
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks track the performance of the Calvert Global Water Research Index. 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. The index is composed of companies that manage water use in a sustainable manner and are actively engaged in expanding access to water, improving water quality, promoting the efficient use of water, or providing solutions that address other global water challenges. It is non-diversified.


1 month-0.72% 3 years+0.84%
3 months+12.98% 5 years+5.74%
1 year-7.43% Since inception+6.21%
Data through --

Peer Comparisonvs. Natural resources

Performance 5-yr return+5.74%-7.21%
Expense ratio1.44%1.40%
Risk 5 year sharpe ratio0.39-0.16
Net assets$430.0M$756.6M
Average market cap$3.4B$15.4B
Average P/E19.521.7
Portfolio turnover110%110%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureLaurie Webster / 0 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


International stock49.19%
U.S. stock48.75%
Fixed income0.87%
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
-- 4.15%
HDS HD Supply Holdings Inc2.07%
-- 1.92%
VMI Valmont Industries Inc1.82%
MWA Mueller Water Products Inc1.70%
ECL Ecolab Inc1.63%
-- 1.54%
PNR Pentair plc1.52%
-- 1.50%
-- 1.41%

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