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Calvert Global Water A CFWAX

Quantitative rating as of
NAV / 1-Day Return
25.33  /  0.78 %
Total Assets
542.8 Mil
Adj. Expense Ratio
1.240%
Expense Ratio
1.240%
Distribution Fee Level
Average
Share Class Type
Front Load
Category
Natural Resources
Investment Style
Mid Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.30%
Turnover
27%

Morningstar’s Analysis CFWAX

Will CFWAX outperform in future?

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

Summary

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Calvert Global Water A’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. 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.

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