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Calvert Global Water Fund Class A (CFWAX)

17.46
Net Asset Value
-0.68%
1 Day
+14.12%
Year-to-Date
Overall Morningstar Rating
Natural resources
Style or Category
4.75
Sales Expenses
1.44%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks to 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.

Performance

1 month+0.63% 3 years+4.24%
3 months+4.99% 5 years+8.80%
1 year+10.12% Since inception+6.55%
Data through --

Peer Comparisonvs. Natural resources

 CFWAXCategory
Performance 5-yr return+8.80%-4.85%
Expense ratio1.44%1.39%
Risk 5 year sharpe ratio0.54-0.08
Net assets$434.9M$758.7M
Average market cap$3.6B$15.6B
Average P/E21.621.9
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

Holdings

U.S. stock50.16%
International stock49.33%
Fixed income0.47%
Cash0.04%
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
-- 1.76%
-- 1.76%
-- 1.72%
-- 1.67%
MLI Mueller Industries Inc1.67%
HDS HD Supply Holdings Inc1.64%
MWA Mueller Water Products Inc1.62%
-- 1.58%
VMI Valmont Industries Inc1.55%
-- 1.54%