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.
- NAV / 1-Day Return 26.71 / 0.72 %
- Total Assets 556.0 Mil
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Adj. Expense Ratio
- 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.