Calvert Global Water Fund Quote

CFWCX Fund  USD 28.36  0.25  0.89%   

Performance

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Odds Of Distress

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Calvert Global is trading at 28.36 as of the 22nd of October 2025; that is 0.89 percent increase since the beginning of the trading day. The fund's open price was 28.11. Calvert Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of July 2025 and ending today, the 22nd of October 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

Moving together with Calvert Mutual Fund

  0.78CDHIX Calvert Developed MarketPairCorr
  0.85CDHAX Calvert Developed MarketPairCorr
  0.71CDICX Calvert Short DurationPairCorr
  0.78CDHRX Calvert InternationalPairCorr
  0.66CDSRX Calvert Short DurationPairCorr
  0.67CDSIX Calvert Short DurationPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Funds, Natural Resources Funds, Natural Resources, Calvert Research and Management, Large, Natural Resources (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Global Water [CFWCX] is traded in USA and was established 22nd of October 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 no minimum investment requirementsCalvert Global Water is currently producing year-to-date (YTD) return of 10.25% with the current yeild of 0.01%, while the total return for the last 3 years was 11.91%.
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

CWTCalifornia Water ServiceStockUtilities
FLSFlowserveStockIndustrials
BJWTFBeijing Enterprises WaterPink SheetUtilities—Regulated Water
BMIBadger MeterStockInformation Technology
MSEXMiddlesex WaterStockUtilities
MLIMueller IndustriesStockIndustrials
ECLEcolab IncStockMaterials
AOSSmith AOStockIndustrials
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Calvert Global Water Risk Profiles

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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