About CFWAX
Calvert Global Water Fund Class A is a mutual fund designed to provide exposure to global companies engaged in the sustainable management and advancement of water resources. The fund seeks to track the Calvert Global Water Research Index, which comprises firms that are significantly involved in water-related activities, such as water infrastructure, utilities, treatment technologies, and sustainable water management solutions. By investing at least 80% of its net assets in equity securities of companies that meet Calvert’s responsible investment criteria, the fund promotes environmental stewardship and aligns with the Calvert Principles for Responsible Investment. This focus positions the fund at the intersection of natural resource management and responsible investing, directly addressing global water challenges and supporting companies that facilitate the transition to a more sustainable economy. The fund's holdings typically span diverse industries, including utilities, industrials, and materials, reflecting the broad impact that water management has across sectors. Serving as a specialized option within the natural resources category, Calvert Global Water Fund Class A plays a unique role for investors seeking targeted exposure to the global water sector while emphasizing sustainability and responsible business practices.
Fund Family Calvert Research and Management
Category Natural Resources
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CFWAX
Share Class Class A
Index MSCI AC World NR USD
CFWAX had a total return of 17.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.32%.
