Calvert Global Water Fund Class A (CFWAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Natural resources
Style or Category
Sales Expenses
Expense Ratio
Below Average
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.


1 month+0.70% 3 years+5.74%
3 months+0.39% 5 years+5.82%
1 year+11.43% Since inception+7.01%
Data through --

Peer Comparisonvs. Natural resources

Performance 5-yr return+5.82%+2.65%
Expense ratio1.46%1.44%
Risk 5 year sharpe ratio0.480.20
Net assets$447.8M$632.6M
Average market cap$4.9B$5.0B
Average P/E22.612.1
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureJade Huang / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


International stock51.93%
U.S. stock45.80%
Fixed income2.11%
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
-- 1.45%
-- 1.38%
-- 1.35%
-- 1.34%
AWK American Water Works Company Inc1.34%
-- 1.32%
-- 1.28%
WTR Aqua America Inc1.27%
-- 1.25%
-- 1.25%