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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 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.


1 month-0.25% 3 years+6.35%
3 months+2.48% 5 years+6.92%
1 year-11.71% Since inception+6.09%
Data through --

Peer Comparisonvs. Natural resources

Performance 5-yr return+6.92%-3.19%
Expense ratio1.83%1.42%
Risk 5 year sharpe ratio0.530.01
Net assets$486.3M$645.4M
Average market cap$2.4B$13.5B
Average P/E20.718.4
Portfolio turnover77%77%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureCatherine Ryan / 6 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock57.84%
International stock40.55%
Fixed income0.00%
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
-- 5.78%
RXN Rexnord Corp5.31%
HDS HD Supply Holdings Inc4.49%
-- 4.45%
PNR Pentair plc4.31%
XYL Xylem Inc4.23%
-- 4.22%
TTEK Tetra Tech Inc4.14%
CCC Calgon Carbon Corp4.00%
MWA Mueller Water Products Inc3.91%