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Calvert Global Water A CFWAX

Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 26.71  /  0.72 %
  • Total Assets 556.0 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Natural Resources
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.75%
  • Turnover 25%

Morningstar’s Analysis CFWAX

Will CFWAX outperform in future?

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

Summary

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Calvert Global Water A’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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