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 Dec 31, 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 Dec 31, 2022

Ecolab Inc 2.15
Xylem Inc/NY 2.05
American Water Works Co Inc 1.95
Veolia Environnement SA 1.88
Pentair PLC 1.84
Essential Utilities Inc 1.78
Tetra Tech Inc 1.77
Lixil Corp 1.75
Severn Trent PLC 1.68
United Utilities Group PLC 1.68
Total 18.52

Performance

Historical Returns (%) as of Dec 31, 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 (%)

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Calvert Global Water Research Index 7.86 23.97 -9.41 30.35 16.25 24.20 -18.36
MSCI ACWI Index1 22.80 4.16 -2.36 7.86 23.97 -9.41 26.60 16.25 18.54 -18.36

Portfolio

Index Statistics as of Dec 31, 2022

Median Market Cap $6.1B
Average Market Cap $18.9B
Price/Earnings Ratio 16.12
Price/Book Ratio 2.20

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

 

Sector Breakdown (%) as of Dec 31, 2022

Water Utilities 25.40
Water Infrastructure 25.00
Leader/Solution Providers 24.85
Water Technology 24.75
 

Index Constituents (%)4 as of Nov 30, 2022

Holding % of Index
Xylem Inc/NY 2.28%
IDEX Corp 2.17%
Evoqua Water Technologies Corp 1.97%
Tetra Tech Inc 1.93%
Ecolab Inc 1.85%
Badger Meter Inc 1.85%
Watts Water Technologies Inc 1.79%
Kurita Water Industries Ltd 1.75%
Pentair PLC 1.74%
Veolia Environnement SA 1.67%
View All

Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download Index Rules and Methodology - Last updated: Dec 9, 2022