Calvert Global Water Fund

Scorecard
4 / 5 Stars
Lipper
5 4 3 1 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 40 Natural Resources Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.77 percent over the past year, 13.33 percent over the past three years, and 20.36 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year 22.8%
3 Years (Annualized) 13.3%
5 Years (Annualized) 20.4%
10 Years (Annualized) N/A

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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 its net assets in equity securities of U.S. and non-U.S. companies whose main business is in the water sector or that are significantly involved in water-related services or technologies. It concentrates (invests more than 25% of its total assets) in the water-related resource sector. The fund is non-diversified.

Fees

Fees are Below Average compared to funds in the same category.
Calvert Global Water Fund has an expense ratio of 2.79 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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See Also:

Top Calvert Investments Funds