Calvert Global Water C
(CFWCX)
+0.13
+0.73%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 17.76 |
| Category | Natural Resources |
| Net Assets | 17.78 Mil |
| Yield | 0.00% |
| Morningstar Risk | Low |
| Morningstar Return | Above Average |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks growth of capital through investment in equity securities of companies active in the water-related resource sector, in accordance with its corporate responsibility standards and strategies. The fund normally invests at least 80% of net assets in equity securities of U.S. and non-U.S. companies whose main business is in the water sector or are significantly involved in water-related services or technologies. It seeks to invest in a wide range of companies and other enterprises that demonstrate varying degrees of commitment and progress toward addressing key corporate responsibility and sustainability challenges. It is non-diversified. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 27.47% | 12.51% | -10.80% | 25.85% | 14.46% |
| Value ($) | 12,747.00 | 14,341.65 | 12,792.75 | 16,099.68 | 18,427.69 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Calvert Investments |
| Fund Manager | Catherine Ryan |
| Tenure (Years) | 4 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 2.85% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 6.81% |
| 3 Months | 8.56% |
| 1 Year | 38.75% |
| 3 Years* | 13.96% |
| 5 Years* | NA |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| CFWCX | Natural Resources | |
|---|---|---|
| 5-Yr Return | NA | -3.47% |
| Sharpe Ratio | 0.64 | 0.23 |
| Net Assets | 17.78 Mil | 213.94 Mil |
| Avg Market Cap | 3.28 Bil | 16.74 Bil |
| Avg P/E | 18.13 | 12.98 |
| Portfolio Turnover | 116 | 54 |
| Symbol | Value ($) |
|---|---|
| Stocks | 94.75% |
| Cash | 4.92% |
| Fixed Income | 0.00% |
| Other | 0.33% |
| NAME | % NET ASSETS |
|---|---|
| SPX Corporation | 6.47% |
| Ebara | 5.92% |
| Gardner Denver, Inc. | 5.79% |
| Pentair Ltd | 5.78% |
| Kurita Water Industries Ltd. | 5.37% |
| Xylem Inc | 4.32% |
| United Utilities Group PLC | 4.31% |
| Flowserve Corporation | 4.20% |
| Sulzer AG | 4.12% |
| Severn Trent PLC | 4.01% |
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