Overview

Description

The Calvert Global Water Research Index ("Index") is composed of companies that manage water use in a sustainable manner and are actively engaged in expanding access to water, improving water quality, promoting the efficient use of water, or providing solutions that address other global water challenges. The Index universe consists of companies that satisfy minimum market capitalization and liquidity thresholds and are significantly involved in water-related business activities that are consistent with the Calvert Principles for Responsible Investment. The Index is reviewed at least annually and rebalanced quarterly.
 

Historical Returns (%) as of Apr 30, 2022

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Index Facts

Price Ticker Symbol CALH2O
Total Return Ticker Symbol CALH2OTR

Top 10 Constituents (%)2,3 as of Mar 31, 2022

Ecolab Inc 2.13
IDEX Corp 1.90
Tetra Tech Inc 1.87
Evoqua Water Technologies Corp 1.86
Xylem Inc/NY 1.84
Zurn Water Solutions Corp 1.79
American Water Works Co Inc 1.76
Pentair PLC 1.70
Essential Utilities Inc 1.60
Watts Water Technologies Inc 1.59
Total 18.06

Performance

Historical Returns (%) as of Apr 30, 2022

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Calendar Year Returns (%)

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Calvert Global Water Research Index 7.86 23.97 -9.41 30.35 16.25 24.20
MSCI ACWI Index1 16.13 22.80 4.16 -2.36 7.86 23.97 -9.41 26.60 16.25 18.54

Portfolio

Index Statistics as of Mar 31, 2022

Median Market Cap $7.1B
Average Market Cap $23.4B
Price/Earnings Ratio 17.42
Price/Book Ratio 2.51

Sector Breakdown (%)3 as of Mar 31, 2022

 

Sector Breakdown (%) as of Mar 31, 2022

Water Utilities 25.85
Leader/Solution Providers 25.32
Water Technology 24.94
Water Infrastructure 23.89
 

Index Constituents (%)4 as of Mar 31, 2022

Holding % of Index
Ecolab Inc 2.13%
IDEX Corp 1.90%
Tetra Tech Inc 1.87%
Evoqua Water Technologies Corp 1.86%
Xylem Inc/NY 1.84%
Zurn Water Solutions Corp 1.79%
American Water Works Co Inc 1.76%
Pentair PLC 1.70%
Essential Utilities Inc 1.60%
Watts Water Technologies Inc 1.59%
View All

Literature

Literature

Invest with Impact

Download Invest with Impact

Index Rules and Methodology

Download Index Rules and Methodology - Last updated: Jan 27, 2021