Morningstar

Calvert Global Water Fund Class I CFWIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 29.87  /  −0.43 %
  • Total Assets 527.1M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Miscellaneous Sector
  • Investment Style Mid Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.20%
  • Turnover 24%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CFWIX

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

  • People Pillar

    The People Pillar is our evaluation of the CFWIX 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 CFWIX’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 I 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.

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Portfolio Holdings CFWIX

More CFWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Water Works Co Inc

1.82 10M
Utilities

Ecolab Inc

1.82 10M
Basic Materials

Veralto Corp

1.72 10M
Industrials

Veolia Environnement SA

1.68 9M
Industrials

Essential Utilities Inc

1.66 9M
Utilities

Xylem Inc

1.64 9M
Industrials

United Utilities Group PLC Class A

1.62 9M
Utilities

Tetra Tech Inc

1.62 9M
Industrials

Waters Corp

1.57 9M
Healthcare

Severn Trent PLC

1.56 9M
Utilities

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