Morningstar

Calvert Global Water Fund Class A CFWAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 31.04  /  +0.13 %
  • Total Assets 564.6M
  • 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 0.92%
  • Turnover 24%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

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
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Portfolio Holdings CFWAX

More CFWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Waters Corp

2.03 11M
Healthcare

Veolia Environnement SA

1.79 10M
Industrials

American Water Works Co Inc

1.68 9M
Utilities

United Utilities Group PLC Class A

1.65 9M
Utilities

Companhia De Saneamento Basico Do Estado De Sao Paulo ADR

1.60 9M
Utilities

Essential Utilities Inc

1.56 9M
Utilities

Guangdong Investment Ltd

1.56 9M
Utilities

Severn Trent PLC

1.54 8M
Utilities

Ecolab Inc

1.53 8M
Basic Materials

American States Water Co

1.50 8M
Utilities

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