Morningstar

Calvert Global Water Fund Class A CFWAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $30.17  /  −0.26 %
  • Fund Size $527.1M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.240%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Miscellaneous Sector
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.97%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis CFWAX

Will CFWAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFWAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFWAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Global Water A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CFWAX

More CFWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Water Works Co Inc

1.89 10M
Utilities

Ecolab Inc

1.87 10M
Basic Materials

Veralto Corp

1.81 10M
Industrials

Tetra Tech Inc

1.77 10M
Industrials

Waters Corp

1.73 10M
Healthcare

Essential Utilities Inc

1.72 9M
Utilities

United Utilities Group PLC Class A

1.68 9M
Utilities

Severn Trent PLC

1.63 9M
Utilities

Watts Water Technologies Inc Class A

1.63 9M
Industrials

Veolia Environnement SA

1.60 9M
Industrials

Sponsor Center