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    Calvert Global Water A (CFWAX)

    15.37 Up 0.04(0.26%) Sep 2

    Profile as of Jul 30, 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:549.19M
    Year-to-Date Return:-5.02%
    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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    About the Morningstar Style Box
    Management Information 
    Catherine Ryan
    Lead Manager since Oct 30, 2009
    Catherine Ryan joined the Environmental Strategies team at KBC Asset Management in October 2009 bringing the total team size to nine. She joined the Water team in an internal move from her previous position managing the group's Irish equity portfolios. She has almost ten years of investment management experience. Prior to joining KBCAM Catherine worked in varied fund management companies including Seneca Capital Management in San Francisco and Goodbody Strockbrokers and Pilot View Capital in Ireland. Catherine holds a BA International Business from Dublin City University and is a registered representative of the Irish Stock Exchange. Catherine has also completed Level 1 of the CFA programme.
    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 (Sep 1, 2015) : 77.00%
    Average for Category:65.40%
    Fees & Expenses 
    ExpenseCFWAXCategory Avg
    Annual Report Expense Ratio (net):1.85%1.42%
    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%5.30%
    Max Deferred Sales Load: N/A1.89%
    3 Yr Expense Projection*:1,023626
    5 Yr Expense Projection*:1,418973
    10 Yr Expense Projection*:2,5211,956
    * Per $10,000 invested