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 Mar 31, 2021

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, 2020

Ecolab Inc 1.95
Xylem Inc/NY 1.89
IDEX Corp 1.81
Pentair PLC 1.70
Badger Meter Inc 1.62
Rexnord Corp 1.62
Tetra Tech Inc 1.56
Kurita Water Industries Ltd 1.55
Watts Water Technologies Inc 1.53
Evoqua Water Technologies Corp 1.47
Total 16.71

Performance

Historical Returns (%) as of Mar 31, 2021

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 (%)

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Calvert Global Water Research Index 20.52 -12.75 30.35 15.94
MSCI ACWI Index1 -7.35 16.13 22.80 4.16 -2.36 7.86 23.97 -9.41 26.60 16.25

Portfolio

Index Statistics as of Dec 31, 2020

Median Market Cap $5.9B
Average Market Cap $20.4B
Price/Earnings Ratio 22.63
Price/Book Ratio 2.58

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

 

Sector Breakdown (%) as of Dec 31, 2020

Water Infrastructure 25.52
Leader/Solution Providers 25.14
Water Utilities 24.73
Water Technology 24.61
 

Index Constituents (%)4 as of Mar 31, 2021

Holding % of Index
Ecolab Inc 2.03%
Xylem Inc/NY 1.89%
IDEX Corp 1.88%
Pentair PLC 1.86%
Rexnord Corp 1.64%
Lixil Corp 1.62%
Kurita Water Industries Ltd 1.60%
Tetra Tech Inc 1.60%
Evoqua Water Technologies Corp 1.56%
American Water Works Co Inc 1.53%
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Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download - Last updated: Jan 27, 2021