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 growth of capital through investment in equity securities of companies active in the water-related resource sector, in accordance with its corporate responsibility standards and strategies. 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.


1 month-3.76% 3 years+16.69%
3 months-7.25% 5 years+11.32%
1 year+4.40% Since inception+9.52%
Data through --

Peer Comparisonvs. Natural resources

Performance 5-yr return+11.32%+6.13%
Expense ratio1.99%1.47%
Risk 5 year sharpe ratio0.790.40
Net assets$613.6M$880.5M
Average market cap$3.1B$19.3B
Average P/E18.618.1
Portfolio turnover104%104%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureCatherine Ryan / 4 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock50.51%
International stock46.09%
Fixed income0.67%
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
HDS HD Supply Holdings Inc5.77%
PNR Pentair PLC4.63%
FLS Flowserve Corp4.58%
-- Ebara4.53%
CCC Calgon Carbon Corp4.50%
-- Wolseley PLC4.24%
-- Travis Perkins PLC4.03%
TTEK Tetra Tech Inc3.89%
RXN Rexnord Corp3.85%
-- EnerCare Inc3.82%

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