Morningstar

Calvert Global Water Fund Class C CFWCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 28.23  /  −0.56 %
  • Total Assets 564.6M
  • 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 0.25%
  • Turnover 24%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CFWCX

Will CFWCX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Global Water C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CFWCX

More CFWCX 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

Sponsor Center