About CFWCX
The Calvert Global Water Fund Class C is a mutual fund focused on companies that are significantly involved in water-related business activities worldwide. Its primary objective is to closely track the Calvert Global Water Research Index, investing at least 80% of its net assets in the common stocks of companies that either manage water use sustainably or are leaders in expanding access to clean water, improving water quality, and developing water infrastructure and technology solutions. The fund employs a replication investment method, mirroring the index’s composition, which includes firms meeting minimum standards for size and liquidity and aligning with responsible investment principles.
The portfolio is globally diversified, typically holding over 100 stocks that represent leaders in sectors such as water utilities, water infrastructure, and water technology. Companies included range from utilities and industrials to innovators addressing water challenges across North America, Europe, Asia-Pacific, and Latin America. The fund emphasizes environmental impact by targeting organizations that offer solutions to global water management, making it significant for investors seeking exposure to the intersection of sustainability and essential natural resources.
Fund Family Calvert Research and Management
Category Natural Resources
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CFWCX
Share Class Class C
Index MSCI AC World NR USD
CFWCX had a total return of 14.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.57%.
