4 / 5 Stars
5 5 3 1 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 38 Natural Resources Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.04 percent over the past year, 13.77 percent over the past three years, and 14.38 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||21.5%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Calvert Global Water Fund has an expense ratio of 2.85 percent.
Risk is Low compared to funds in the same category according to Morningstar.