Water Funds
Water funds focus on companies that profit from the management of water distribution and consumption. Those firms involved in building a low-waste or circular economy for the resource may also be included.
|
Name
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Morningstar Return Rating
Overall
|
Morningstar Risk Rating
Overall
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| Calvert Global Water Fund Class A
CFWAX
| 1.78% | 14.16% | Below Average | Low | 1.240% | $527.09M | ||
| Calvert Global Water Fund Class C
CFWCX
| 1.04% | 13.30% | Below Average | Low | 1.990% | $527.09M | ||
| Calvert Global Water Fund Class I
CFWIX
| 2.05% | 14.44% | Below Average | Low | 0.990% | $527.09M | ||
| Fidelity Water Sustainability Fund
FLOWX
| 2.14% | 15.49% | Below Average | Below Average | 0.880% | $156.09M | ||
| First Trust Water ETF
FIW
| −5.58% | 11.69% | Average | Below Average | 0.500% | $1.77B | ||
| Global X Clean Water ETF
AQWA
| — | −5.45% | 12.03% | Below Average | Low | 0.500% | $20.88M | |
| Invesco Global Water ETF
PIO
| −2.15% | 12.70% | Below Average | Below Average | 0.750% | $269.54M | ||
| Invesco S&P Global Water Index ETF
CGW
| 0.44% | 14.64% | Average | Low | 0.580% | $1.05B | ||
| Invesco Water Resources ETF
PHO
| −4.52% | 12.06% | Average | Below Average | 0.590% | $1.96B | ||
| KBI Global Investors Aquarius Fund Institutional Shares
KBIWX
| −0.32% | 13.52% | Below Average | Low | 1.000% | $39.65M | ||
| Tortoise Global Water Fund
TBLU
| −3.49% | 13.65% | Below Average | Below Average | 0.400% | $55.07M | ||
| Virtus Duff & Phelps Water Fund Class A
AWTAX
| −2.98% | 12.00% | Below Average | Low | 1.220% | $472.35M | ||
| Virtus Duff & Phelps Water Fund Class C
AWTCX
| −3.71% | 11.16% | Low | Low | 1.970% | $472.35M | ||
| Virtus Duff & Phelps Water Fund Institutional Class
AWTIX
| −2.71% | 12.32% | Below Average | Low | 0.930% | $472.35M |
United States