| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
1
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#4 in Natural Resources
U.S. News evaluated 36 Natural Resources Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Calvert Investments funds
Performance
The fund has returned 20.87 percent over the past year, and 11.05 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.8% |
| 1 Year | 20.9% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks growth of capital through investment in equity securities of companies active in the water-related resource sector, in accordance with its corporate responsibility standards and strategies. The fund normally invests at least 80% of net assets in equity securities of U.S. and non-U.S. companies whose main business is in the water sector or are significantly involved in water-related services or technologies. It seeks to invest in a wide range of companies and other enterprises that demonstrate varying degrees of commitment and progress toward addressing key corporate responsibility and sustainability challenges. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Calvert Global Water Fund has an expense ratio of 1.85 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
