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, 2019

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 Jun 30, 2019

Ecolab Inc 1.71
IDEX Corp 1.62
Xylem Inc/NY 1.57
Flowserve Corp 1.51
LIXIL Group Corp 1.48
Pentair PLC 1.46
Tetra Tech Inc 1.45
Rexnord Corp 1.34
American Water Works Co Inc 1.31
Watts Water Technologies Inc 1.30
Total 14.75

Performance

Historical Returns (%) as of Jun 30, 2019

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 (%)

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Calvert Global Water Research Index 20.52 -12.75
MSCI ACWI Index1 34.63 12.67 -7.35 16.13 22.80 4.16 -2.36 7.86 23.97 -9.41

Portfolio

Index Statistics as of Jun 30, 2019

Median Market Cap $4.2B
Average Market Cap $14.9B
Price/Earnings Ratio 16.75
Price/Book Ratio 2.17
Number of Constituents 110

Sector Breakdown (%)3 as of Jun 30, 2019

 

Index Constituents (%)4 as of Jun 30, 2019

Holding % of Index
Ecolab Inc 1.71%
IDEX Corp 1.62%
Xylem Inc/NY 1.57%
Flowserve Corp 1.51%
LIXIL Group Corp 1.48%
Pentair PLC 1.46%
Tetra Tech Inc 1.45%
Rexnord Corp 1.34%
American Water Works Co Inc 1.31%
Watts Water Technologies Inc 1.30%
View All

Literature

Literature

Calvert Principles for Responsible Investment

Download

Index Rules and Methodology

Download - Last updated: Jun 15, 2018