Calvert Global Water Fund Quote
| CFWIX Fund | USD 27.67 0.16 0.57% |
PerformanceInsignificant
| Odds Of DistressLow
|
Calvert Global is trading at 27.67 as of the 21st of March 2025; that is 0.57 percent decrease since the beginning of the trading day. The fund's open price was 27.83. Calvert Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of U.S. and non-U.S. companies whose main business is in the water industry or that are significantly involved in water-related services or technologies. The index is composed of companies that manage water use in a sustainable manner or that are actively engaged in expanding access to water, improving water quality, promoting efficient use of water, or providing solutions that address other global water challenges.. More on Calvert Global Water
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Natural Resources Funds, Natural Resources, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Global Water [CFWIX] is traded in USA and was established 21st of March 2025. Calvert Global is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of Calvert Research and Management family. This fund currently has accumulated 568 M in assets under management (AUM) with minimum initial investment of 250 K. Calvert Global Water is currently producing year-to-date (YTD) return of 2.49% with the current yeild of 0.02%, while the total return for the last 3 years was 5.96%.
Check Calvert Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Global Water Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Global Water Mutual Fund Constituents
| WTS | Watts Water Technologies | Stock | Industrials | |
| GBERF | Geberit AG | Pink Sheet | Building Products & Equipment | |
| ERII | Energy Recovery | Stock | Industrials | |
| CWT | California Water Service | Stock | Utilities | |
| FLS | Flowserve | Stock | Industrials | |
| BJWTF | Beijing Enterprises Water | Pink Sheet | Utilities—Regulated Water | |
| WTRG | Essential Utilities | Stock | Utilities | |
| XYL | Xylem Inc | Stock | Industrials |
Calvert Global Water Risk Profiles
| Mean Deviation | 0.7342 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.5 | |||
| Risk Adjusted Performance | (0.1) |
Calvert Global Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Global financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Global security.
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