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Morningstar

Calvert Global Water I CFWIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 28.48  /  +0.11 %
  • Total Assets 581.0 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Natural Resources
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.39%
  • Turnover 30%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CFWIX

Will CFWIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Calvert Global Water I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFWIX

More CFWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ecolab Inc

1.94 10.8 Mil
Basic Materials

Veralto Corp

1.89 10.6 Mil
Industrials

Xylem Inc

1.87 10.4 Mil
Industrials

American Water Works Co Inc

1.77 9.9 Mil
Utilities

Tetra Tech Inc

1.76 9.9 Mil
Industrials

Veolia Environnement SA

1.72 9.6 Mil
Industrials

Badger Meter Inc

1.71 9.6 Mil
Technology

Pentair PLC

1.69 9.4 Mil
Industrials

Essential Utilities Inc

1.65 9.3 Mil
Utilities

Kemira Oyj

1.61 9.0 Mil
Basic Materials