Calvert Global Water C
(CFWCX)
US Markets Closed
AdChoices
18.04
-0.02
-0.11%
:

Previous Close

18.06

Net Assets

91.40M

Yield

0.03%

Front load

None

Expenses

2.79%

Category

Natural Resources

Morningstar Risk

Low

Morningstar Rating ★★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • CFWCX

  • Category

    • 2013

    • 27.60%

    • -

    • 2012

    • 25.85%

    • -

    • 2011

    • -10.80%

    • -

    • 2010

    • 12.51%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 8.51%

      • 15.98%

      • 1.89%

      • Q2

      • -1.30%

      • -6.06%

      • -1.55%

      • Q3

      • 8.72%

      • 7.93%

      • -15.60%

      • Q4

      • 9.58%

      • 7.03%

      • 5.37%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • HD Supply Holdings Inc

        • 5.77

        • 1,309,685

        • 20,528

        • Pentair PLC

        • 4.63

        • 437,352

        • 88,154

        • Flowserve Corp

        • 4.58

        • 401,141

        • 52,447

        • Ebara

        • 4.53

        • 4,673,000

        • 195,000

        • Calgon Carbon Corp

        • 4.50

        • 1,435,106

        • 124,503

        • Wolseley PLC

        • 4.24

        • 498,625

        • -72,048

        • Travis Perkins PLC

        • 4.03

        • 922,982

        • 14,087

        • Tetra Tech Inc

        • 3.89

        • 963,217

        • 22,679

        • Rexnord Corp

        • 3.85

        • 837,423

        • 53,299

        • EnerCare Inc

        • 3.82

        • 1,928,733

        • 144,637

        • Name

        • Rating

        • YTD Return %

          • Fidelity® Select Chemicals Portfolio

          • ★★★★★
          • 3.85

          • Fidelity Advisor® Materials I

          • ★★★★★
          • -0.06

          • Fidelity Advisor® Materials A LW

          • ★★★★★
          • -0.29

          • Fidelity® Select Materials Portfolio

          • ★★★★★
          • -0.06

          • Calvert Global Water Y

          • ★★★★★
          • -1.78

          • Vanguard Materials Index Adm

          • ★★★★★
          • 4.39

          • Voya Global Resources I

          • ★★★★
          • -1.72

          • Voya Global Resources S

          • ★★★★
          • -1.92

          • Fidelity Advisor® Materials T

          • ★★★★
          • -0.52

          • Fidelity Advisor® Materials B

          • ★★★★
          • -0.96

          • Name

          • CFWCX

          • Category

            • Expense Ratio

            • 2.79%

            • 1.53%

            • Net Assets

            • 91.40M

            • 204.57M

            • Dividend Yield

            • 1.79%

            • 2.10

            • Price/Book

            • 1.71

            • 1.86

            • Price/Sales

            • 0.98

            • 1.31

            • Price/Cash Flow

            • 6.86

            • 7.75

            Profile

            Name of Issuer

            Calvert Investments

            Fund Style

            Open

            Fund Manager

            Catherine Ryan

            Investment Style

            Medium Blend

            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.

            Purchase Information

            Initial Purchase 2,000
            Initial Purchase: IRA 1,000
            Initial Purchase: AIP 100
            Front load None
            Back Load None

            Inception

            9/30/2008