Calvert Global Water Fund

Frequently Asked Questions About CFWAX

What does CFWAX invest in?

This fund typically dedicates at least 80% of its net assets to equity investments in companies, both domestically and internationally, that either primarily operate within the water industry or are substantially engaged in providing water-related services and innovative technologies. These include businesses focused on sustainable water resource management, expanding global access to water, improving water quality, promoting efficient water use, or developing solutions to various other worldwide water challenges.

What is the expense ratio of CFWAX?

Calvert Global Water Fund (CFWAX) charges an expense ratio of 1.24%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CFWAX?

Calvert Global Water Fund (CFWAX) manages $562.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CFWAX actively managed or an index fund?

CFWAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CFWAX launched?

Calvert Global Water Fund (CFWAX) launched in September 2008 and is managed by the fund issuer.

How has CFWAX performed?

CFWAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.