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 | — | 6.70% | 13.05% | Below Average | Low | 1.240% | $536.75M | |
| Calvert Global Water Fund Class C CFWCX | — | 5.90% | 12.21% | Below Average | Low | 1.990% | $536.75M | |
| Calvert Global Water Fund Class I CFWIX | — | 6.98% | 13.33% | Below Average | Low | 0.990% | $536.75M | |
| Fidelity Water Sustainability Fund FLOWX | — | 6.97% | 16.19% | Below Average | Below Average | 0.880% | $160.49M | |
| First Trust Water ETF FIW | — | 6.61% | 13.53% | Average | Below Average | 0.500% | $1.87B | |
| Global X Clean Water ETF AQWA | — | 0.16% | 11.36% | Below Average | Low | 0.500% | $21.38M | |
| Invesco Global Water ETF PIO | — | 0.57% | 11.36% | Below Average | Below Average | 0.750% | $267.66M | |
| Invesco S&P Global Water Index ETF CGW | — | 3.63% | 13.33% | Average | Low | 0.580% | $1.05B | |
| Invesco Water Resources ETF PHO | — | 7.37% | 13.80% | Average | Below Average | 0.590% | $2.08B | |
| KBI Global Investors Aquarius Fund Institutional Shares KBIWX | 7.33% | 13.00% | Below Average | Low | 1.000% | $40.97M | ||
| Tortoise Global Water Fund TBLU | — | 2.55% | 12.90% | Below Average | Below Average | 0.400% | $56.03M | |
| Virtus Duff & Phelps Water Fund Class A AWTAX | — | 0.95% | 10.90% | Below Average | Low | 1.220% | $470.64M | |
| Virtus Duff & Phelps Water Fund Class C AWTCX | — | 0.20% | 10.06% | Low | Low | 1.970% | $470.64M | |
| Virtus Duff & Phelps Water Fund Institutional Class AWTIX | — | 1.17% | 11.20% | Below Average | Low | 0.930% | $470.64M |
United States