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Calvert Global Water A Fund (CFWAX)

Fund performance review and position details on Calvert Global Water A Fund (CFWAX)

    Last Trade: $ on , Change: (0%)

Calvert Global Water A Fund (CFWAX) HighlightCalvert Global Water A Fund (CFWAX) Fund Summary

Calvert Global Water A Fund (CFWAX) statistics as of May 30, 2016

Category: Natural Resources
Fund Family: Calvert Investments
Net Asset: $426.23M
Yield: 0.03%
Year-to-Date Return: 8.89%
Morningstar rating: 4

 

Calvert Global Water A Fund (CFWAX) CostCalvert Global Water A Fund (CFWAX) Cost

Calvert Global Water A Fund (CFWAX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Natural Resources average): 1.82% (1.40%)
Max Front End Sales Load: 4.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 110.00%

 

Calvert Global Water A Fund (CFWAX) PerformanceCalvert Global Water A Fund (CFWAX) Performance

Most current Calvert Global Water A Fund (CFWAX) Performance

1-month Performance (Natural Resources category median performance): -0.06% (-3.12%)
3-month Performance (Natural Resources category median performance): 13.57% (15.06%)
1 Year Performance (Natural Resources category median performance): -6.22% (-16.02%)
3 Year Performance (Natural Resources category median performance): 1.21% (-7.51%)
5 Year Performance (Natural Resources category median performance): 5.49% (-7.88%)
Number of Years of positive return: 4 years
Number of Years of negative return: 3 years
3 year Alpha (Natural Resources category average): -4.23 (-9.92)
3 year Beta (Natural Resources category average): 1.14 (1.22)
3 year Sharpe Ratio: 0.15
3 year Treynor: 1

Calvert Global Water A Fund (CFWAX) topholdingTop Stock Holdings in Calvert Global Water A Fund (CFWAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Capstone Infrastructure Corp4.15%0.00%
HD Supply Holdings, Inc.2.07%0.00%
GEBERIT AG JONA1.92%0.00%
Valmont Industries, Inc. Common1.82%0.00%
MUELLER WATER PRODUCTS Common S1.7%0.00%
Ecolab Inc. Common Stock1.63%0.00%
EBARA CORP ORD1.54%0.00%
Pentair plc. Ordinary Share1.52%0.00%
METRO PACIFIC INVEST1.41%0.00%
*Note: The price change will reset to 0 after the midnight

 

Calvert Global Water A Fund (CFWAX) Portfolio AllocationCalvert Global Water A Fund (CFWAX) Fund Portfolio Allocation

Calvert Global Water A Fund (CFWAX) Fund Portfolio Allocation data as of 04/2016

Stock97.94%
Bond0.14%
Cash1.19%
Other0.73%

 

Calvert Global Water A Fund (CFWAX) CompareCompare with other Natural Resources category mutual funds

Below are some additional Natural Resources mutual funds generated out of our database

Fund1 Year3 year5 year
Calvert Global Water A-6.221.215.49
Dreyfus Natural Resources A (DNLAX)-17.37-3.83-3.00 Compare
Fidelity Select Chemicals Portfolio (FSCHX)-1.888.369.76 Compare
T. Rowe Price Real Assets (PRAFX)-5.090.14-2.42 Compare

See top fund managers for Natural Resources Category Funds

 

Calvert Global Water A Fund (CFWAX) PerformanceOther Financial Data Web Sites on Calvert Global Water A Fund (CFWAX)

Addition research sites for Calvert Global Water A Fund (CFWAX)

 

Calvert Global Water A Fund (CFWAX) Related ResourcesSee more information on Calvert Global Water A (CFWAX) Fund

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