4 / 5 Stars
5 5 3 1 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
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.
The fund has returned 28.05 percent over the past year, 16.32 percent over the past three years, and 16.36 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.9%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||16.4%|
|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 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 are Low compared to funds in the same category.
Calvert Global Water Fund has an expense ratio of 1.60 percent.
Risk is Low compared to funds in the same category according to Morningstar.