Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | CFWAX Insights | CFWAX Score | CFWAX Performance | CFWAX News | CFWAX Allocation | CFWAX Holdings Change

Calvert Global Water A (CFWAX) Fund Ranking and Research

Ranking, Research and Recommendation of Calvert Global Water A (CFWAX) Fund

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

 

Graph of Calvert Global Water A Fund (CFWAX) ManagerFund Manager - Laurie Webster

Fund Manager Information

Fund Manager Tenure: 3.9 years
Similar Funds: CFWCX  CFWYX 
Fund Family: Calvert Investments
Fund Category: Natural Resources
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

 

Graph of Calvert Global Water A Fund (CFWAX) ProfileCalvert Global Water A Fund (CFWAX) Profile

Fund Profile and Description

Calvert Global Water A Fund seeks growth of capital. Calvert Global Water A 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 sector or are significantly involved in water related services or technologies. Investments in the water-related resource sectors and companies will include: water treatment, engineering, filtration, environmental controls, water related equipment, water and wastewater services, and water utilities. It is non-diversified.

 

Calvert Global Water A (CFWAX) Fund Strength What we like about Calvert Global Water A (CFWAX) Fund

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

  • Calvert Global Water A Fund (CFWAX) management has been with Calvert Global Water A Fund for 3.9 years
  • Calvert Global Water A Fund (CFWAX) has good short-term performance (1-year return -6.22% vs -16.02% Natural Resources category median performance)
  • Calvert Global Water A Fund (CFWAX) has good mid-term performance (3-year return 1.21% vs -7.51% Natural Resources category median performance)
  • Calvert Global Water A Fund (CFWAX) has good Long-term performance (5-year return 5.49% vs -7.88% Natural Resources category median performance)
  • Calvert Global Water A Fund (CFWAX) has a Morningstar rating of 4 and above
  • Asset base in Calvert Global Water A Fund (CFWAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Calvert Global Water A Fund (CFWAX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.25, lower than category average of 19.38

Calvert Global Water A Fund (CFWAX) Weakness What we are cautious about Calvert Global Water A (CFWAX) Fund

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

  • Calvert Global Water A Fund (CFWAX) ratio of up-years vs down years can be improved
  • Calvert Global Water A Fund (CFWAX) has an annual stock turnover rate of 110.00% that is higher than the Natural Resources average of 73.81%. This could mean Calvert Global Water A is more nimble, but also signal potential high tax impact and high trading fees
  • Calvert Global Water A Fund (CFWAX) has a higher expense ratio of 1.82% than its Natural Resources average of 1.40%
  • Calvert Global Water A Fund (CFWAX) carries a 4.75% load
  • As a Natural Resources focused fund, Calvert Global Water A Fund (CFWAX) is less diversified and has inherited sector risks associated with the fund
See Calvert Global Water A Fund (CFWAX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Natural Resources mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Calvert Global Water A8.89-6.221.215.49
Dreyfus Natural Resources A (DNLAX)8.25-17.37-3.83-3.00Compare
Fidelity Select Chemicals Portfolio (FSCHX)7.92-1.888.369.76Compare
T. Rowe Price Real Assets (PRAFX)12.60-5.090.14-2.42Compare

See top fund managers for Natural Resources Category Funds

 

Compare Calvert Global Water A Fund (CFWAX)Compare with Natural Resources category ETFs

Some Natural Resources ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Materials AlphaDEX ETF (FXZ)000
Vanguard Materials ETF (VAW)000
SPDR S&P International Matls Sect ETF (IRV)000
Materials Select Sector SPDR ETF (XLB)000
PowerShares S&P SmallCap Materials ETF (PSCM)000

 

Graph of Calvert Global Water A Fund (CFWAX) Net Asset TrackingCalvert Global Water A (CFWAX) Fund Net Asset

Track net asset change of Calvert Global Water A fund (CFWAX)

DateNet Asset
05/2016$426.23M
03/2016$418.03M
02/2016$388.33M
More historic net asset information on Calvert Global Water A Fund (CFWAX)

  

Graph of Calvert Global Water A Fund (CFWAX) Portfolio TrackingCalvert Global Water A (CFWAX) Fund Portfolio Allocation

Track portfolio allocation change of Calvert Global Water A fund (CFWAX)

DateCashStockBondOther
04/20161.19%97.94%0.14%0.73%
03/20161.73%98.13%0.14%0%
01/20160.84%99.01%0.15%0%
Click here to see more historic asset allocation information on Calvert Global Water A Fund (CFWAX)

 

graph of Calvert Global Water A Fund (CFWAX) Top 10 Position TrackingTop 10 Holdings in Calvert Global Water A (CFWAX) Fund

Discover what Calvert Global Water A Fund (CFWAX) manager is buying

Apr 29, 2016
Capstone Infrastructure Corp [4.15%]
HD Supply Holdings, Inc. [2.07%]
GEBERIT AG JONA [1.92%]
Valmont Industries, Inc. Common [1.82%]
MUELLER WATER PRODUCTS Common S [1.7%]
Ecolab Inc. Common Stock [1.63%]
EBARA CORP ORD [1.54%]
Pentair plc. Ordinary Share [1.52%]
METRO PACIFIC INVEST [1.41%]

Mar 30, 2016
Pentair plc. Ordinary Share [4.7%]
HD Supply Holdings, Inc. [4.66%]
Danaher Corporation Common Stoc [4.26%]
Capstone Infrastructure Corp [4.15%]
Ecolab Inc. Common Stock [3.97%]
Tetra Tech, Inc. [3.58%]
Xylem Inc. Common Stock New [3.35%]
Rexnord Corporation Common Stoc [3.09%]
Suez Environnement Co SA [3.09%]
Calgon Carbon Corporation Commo [3.09%]

Jan 30, 2016
Suez Environnement Co SA [5.13%]
Calgon Carbon Corporation Commo [5.03%]
EnerCare Inc [4.9%]
Rexnord Corporation Common Stoc [4.76%]
Pentair plc. Ordinary Share [4.67%]
Tetra Tech, Inc. [4.65%]
HD Supply Holdings, Inc. [4.38%]
Xylem Inc. Common Stock New [4.06%]
Capstone Infrastructure Corp [4.04%]
Danaher Corporation Common Stoc [3.96%]
Click here for Stock Holding Change Map in Calvert Global Water A Fund (CFWAX)

  

Latest News on Calvert Global Water A (CFWAX) Fund

See what is happening with Calvert Global Water A Fund (CFWAX)

 

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

Popular pages on Calvert Global Water A (CFWAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update