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 Jun 30, 2020

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, 2020

Ecolab Inc 2.13
IDEX Corp 2.00
Xylem Inc/NY 1.85
American Water Works Co Inc 1.72
Tetra Tech Inc 1.68
Watts Water Technologies Inc 1.63
Kurita Water Industries Ltd 1.60
LIXIL Group Corp 1.58
Guangdong Investment Ltd 1.56
Essential Utilities Inc 1.54
Total 17.27

Performance

Historical Returns (%) as of Jun 30, 2020

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 (%)

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Calvert Global Water Research Index 20.52 -12.75 30.35
MSCI ACWI Index1 12.67 -7.35 16.13 22.80 4.16 -2.36 7.86 23.97 -9.41 26.60

Portfolio

Index Statistics as of Mar 31, 2020

Median Market Cap $4.0B
Average Market Cap $16.0B
Price/Earnings Ratio 15.81
Price/Book Ratio 1.94

Sector Breakdown (%)3 as of Mar 31, 2020

 

Index Constituents (%)4 as of Jul 31, 2020

Holding % of Index
Xylem Inc/NY 1.95%
IDEX Corp 1.83%
Pentair PLC 1.81%
Ecolab Inc 1.81%
Tetra Tech Inc 1.77%
American Water Works Co Inc 1.63%
Rexnord Corp 1.48%
LIXIL Group Corp 1.47%
Watts Water Technologies Inc 1.47%
Badger Meter Inc 1.44%
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Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download - Last updated: Jan 23, 2020