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
| 1.25% | 11.66% | Below Average | Low | 1.240% | $527.09M | ||
| Calvert Global Water Fund Class C
CFWCX
| 0.54% | 10.83% | Below Average | Low | 1.990% | $527.09M | ||
| Calvert Global Water Fund Class I
CFWIX
| 1.52% | 11.93% | Below Average | Low | 0.990% | $527.09M | ||
| Fidelity Water Sustainability Fund
FLOWX
| −0.81% | 12.57% | Below Average | Below Average | 0.880% | $156.09M | ||
| First Trust Water ETF
FIW
| −7.00% | 8.60% | Average | Below Average | 0.500% | $1.71B | ||
| Global X Clean Water ETF
AQWA
| — | −5.90% | 9.90% | Below Average | Low | 0.500% | $20.36M | |
| Invesco Global Water ETF
PIO
| −3.00% | 9.49% | Below Average | Below Average | 0.750% | $259.40M | ||
| Invesco S&P Global Water Index ETF
CGW
| −1.61% | 12.24% | Average | Low | 0.580% | $1.01B | ||
| Invesco Water Resources ETF
PHO
| −5.50% | 8.99% | Average | Below Average | 0.590% | $1.89B | ||
| KBI Global Investors Aquarius Fund Institutional Shares
KBIWX
| −0.60% | 11.42% | Average | Low | 1.000% | $39.57M | ||
| Tortoise Global Water Fund
TBLU
| −5.15% | 10.97% | Below Average | Below Average | 0.400% | $54.17M | ||
| Virtus Duff & Phelps Water Fund Class A
AWTAX
| −5.12% | 9.16% | Below Average | Low | 1.220% | $454.26M | ||
| Virtus Duff & Phelps Water Fund Class C
AWTCX
| −5.85% | 8.33% | Low | Low | 1.970% | $454.26M | ||
| Virtus Duff & Phelps Water Fund Institutional Class
AWTIX
| −4.92% | 9.44% | Below Average | Low | 0.930% | $454.26M |
United States