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Calvert Global Water C (CFWCX)

22.10
-0.26
(-1.16%)
At close: 8:00:18 PM EDT

Fund Summary

The 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 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.

Calvert Global Water C

Bethesda, MD 20814
4550 Montgomery Avenue Street 1000n

Fund Overview

Category Natural Resources
Fund Family Calvert-OE
Net Assets 513.35M
YTD Return -0.04%
Yield 0.85%
Morningstar Rating
Inception Date Jan 31, 2014

Fund Operations

Last Dividend 0.22
Last Cap Gain 34.00
Holdings Turnover 29.00%
Average for Category --

Fees & Expenses

Expense CFWCX Category Average
Annual Report Expense Ratio (net) 1.99% 1.11%
Prospectus Net Expense Ratio 1.99% --
Prospectus Gross Expense Ratio 2.04% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.92%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jennifer is responsible for portfolio management with the Private Client Direct Portfolio Management Team, and was previously a portfolio manager in the Centralized Portfolio Management Group. Prior to joining Parametric in 2005, Jennifer was an Investment Associate at Merrill Lynch for five years where she specialized in financial planning and portfolio construction. She earned a BA in economics and a minor in mathematics from Colgate University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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