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    Calvert Global Water A (CFWAX)

    18.27 0.00(0.00%) May 21

    Profile as of Apr 29, 2015Get Profile for:
    Calvert Global Water A
    Calvert SAGE Fund4550 MONTGOMERY AVENUE BETHESDAMD
    Map
    Phone: 800-368-2745
    Fund Overview 
    Category:Natural Resources
    Fund Family:Calvert Investments
    Net Assets:592.11M
    Year-to-Date Return:3.36%
    Yield:0.00%
    Morningstar Rating:4 stars
    Fund Inception Date:Sep 30, 2008
    Morningstar Style Box 
    Natural Resources
    [View Category Definition]
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    Management Information 
    Jens Peers
    Lead Manager since Sep 30, 2008
    Jens has been involved in the Environmental Strategies team since the strategies were launched in late 2000 and has led the Team since July 2003. As Head of Portfolio Management, Jens has ultimate responsibility for the performance of all of Kleinwort Benson Investors Environmental Strategies and the growth and development of the 6 portfolio managers on the Environmental Strategies Team. He is highly qualified to orchestrate, develop, challenge and continuously improve the investment process. Jens commitment to the role certifies that his leadership within the firm is key to ensuring that Kleinwort Benson Investors is positioning itself as a market leader in the Environmental arena. Given his experience across the spectrum of environmental strategies and his role as leader of the Team, Jens is ideally qualified to manage our multi-themed Global Environmental Solutions Strategy alongside Andros Florides. Prior to 2000, Jens spent three years working with KBC Bank as an account manager. Jens graduated from the University of Antwerp (former Ufsia), in 1996 with a Masters in Applied Economics. He has also completed the CEFA (Certified European Financial Analyst) and is a CFA Charter Holder (Chartered Financial Analyst).
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:100
    Min Subsequent Investment:250
    Min Subsequent Investment, IRA:250
    Min Subsequent Investment, AIP:50
    CFWAX can be purchased from 86 brokerages.

    Fund Summary 
    The investment seeks growth of capital through investment in equity securities of companies active in the water-related resource sector. 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.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 10, 2014) : 0.00
    Annual Holdings Turnover (May 20, 2015) : 77.00%
    Average for Category:69.37%
    Fees & Expenses 
    ExpenseCFWAXCategory Avg
    Annual Report Expense Ratio (net):1.85%1.40%
    Prospectus Net Expense Ratio:1.83%N/A
    Prospectus Gross Expense Ratio:1.83%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.75%5.31%
    Max Deferred Sales Load: N/A1.89%
    3 Yr Expense Projection*:1,023629
    5 Yr Expense Projection*:1,418982
    10 Yr Expense Projection*:2,5211,974
    * Per $10,000 invested