CFWCX – Calvert Global Water C Investment Strategy | Morningstar

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Strategy

The investment seeks to track the performance of the Calvert Global Water Research Index. The fund normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies whose main business is in the water industry or that are significantly involved in water-related services or technologies. The index is composed of companies that manage water use in a sustainable manner or that are actively engaged in expanding access to water, improving water quality, promoting efficient use of water, or providing solutions that address other global water challenges.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CFWIX	Calvert Global Water Fund Class I	Institutional	Open			Jan 31, 2014	$287.86M	0.990%	Above Average	$1M	−$14.94M
CFWAX	Calvert Global Water Fund Class A	Front Load	Open			Sep 30, 2008	$227.88M	1.240%	Average	$1,000	−$23.06M
CFWCX	Calvert Global Water Fund Class C	Level Load	Open			Sep 30, 2008	$11.35M	1.990%	Average	$1,000	−$3.22M

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