Calvert Global Water Fund Class C
CFWCX
NASDAQ- -
USD
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Capital Structure
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 1825 Connecticut Avenue Nw Washington DC United States of America 20009
- IPO Date
- Sep 30, 2008
- CIK
- 0001121624
- Website
- calvert.com
- Similar Companies
- Business
- Calvert Global Water Fund Class C (CFWCX) is an open-end mutual fund that seeks to track the performance of the Calvert Global Water Research Index by investing primarily in equity securities of U.S. and non-U.S. companies actively engaged in the global water industry, including water utilities; water infrastructure providers; water technology providers; and water solutions providers that manage water use in a sustainable manner, expand access to water, improve water quality, or promote efficient water usage. The Fund offers exposure to sectors such as industrials (46.84%), utilities (24.55%), basic materials (7.70%), technology (4.97%), and healthcare (4.92%), with geographic diversification across the United States (49.56%), Eurozone (11.02%), United Kingdom (8.31%), Japan (6.74%), Latin America (6.39%), and other regions. Launched on September 30, 2008, the Fund is domiciled in the United States, available for sale in the United States, and managed by Calvert Research and Management, a subsidiary of Morgan Stanley Investment Management headquartered in Washington, DC; it features a net expense ratio of 1.99%, a 1.00% deferred load, and a minimum initial investment of $1,000. Top holdings include Waters Corp (1.80%), Xylem Inc (1.76%), Companhia de Saneamento Basico do Estado de Sao Paulo ADR (1.66%), Veolia Environnement SA (1.65%), and Ecolab Inc (1.64%), representing 8.51% of the portfolio, with approximately 111 total holdings as of recent reports. The Fund maintains a mid-cap blend investment style within the Morningstar Natural Resources category and employs a replication strategy to mirror the Index, regardless of individual company performance, resulting in concentrated exposure that may increase volatility compared to diversified funds. In recent developments, portfolio managers Gordon Wotherspoon and Jennifer Mihara assumed responsibility effective July 1, 2024. Calvert Research and Management, the Fund's adviser with roots dating to 1976 as a pioneer in responsible investing, continues to integrate ESG factors through proprietary research and stewardship aligned with the Calvert Principles. While no fund-specific acquisitions, funding rounds, or product launches are reported in the last 1-2 years, the broader Calvert organization under Morgan Stanley announced European launches of ESG strategies in 2025 meeting SFDR Article 9 criteria, alongside ongoing contributions to diversity initiatives and proxy voting aligned with sustainability goals.