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Morningstar

Calvert Global Water C CFWCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 24.66  /  0.60 %
  • Total Assets 547.8 Mil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.990%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Natural Resources
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 30%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:12 PM GMT+0

Morningstar’s Analysis CFWCX

Will CFWCX outperform in 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 CFWCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CFWCX 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 CFWCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Calvert Global Water C’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFWCX

More CFWCX Holdings
  • Current Portfolio Date
  • Equity Holdings 105
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ecolab Inc

2.28
11,784,480
Basic Materials

Xylem Inc

2.04
10,563,030
Industrials

Tetra Tech Inc

2.01
10,373,159
Industrials

Pentair PLC

1.98
10,255,558
Industrials

Veolia Environnement SA

1.84
9,537,525
Industrials

American Water Works Co Inc

1.82
9,423,587
Utilities

Zurn Elkay Water Solutions Corp

1.81
9,383,730
Industrials

Watts Water Technologies Inc Class A

1.80
9,295,297
Industrials

LIXIL Corp

1.74
8,989,397
Industrials

United Utilities Group PLC Class A

1.73
8,962,948
Utilities