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 Sep 30, 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 Jun 30, 2021

Ecolab Inc 1.98
Xylem Inc/NY 1.92
IDEX Corp 1.81
Pentair PLC 1.73
Tetra Tech Inc 1.70
Evoqua Water Technologies Corp 1.69
Watts Water Technologies Inc 1.67
Rexnord Corp 1.65
Kurita Water Industries Ltd 1.62
Lixil Corp 1.61
Total 17.37

Performance

Historical Returns (%) as of Sep 30, 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 Jun 30, 2021

Median Market Cap $7.3B
Average Market Cap $26.7B
Price/Earnings Ratio 19.72
Price/Book Ratio 2.39

Sector Breakdown (%)3 as of Jun 30, 2021

 

Sector Breakdown (%) as of Jun 30, 2021

Water Technology 25.44
Leader/Solution Providers 25.03
Water Infrastructure 24.89
Water Utilities 24.63
 

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

Holding % of Index
Xylem Inc/NY 2.05%
Ecolab Inc 2.04%
Rexnord Corp 1.88%
Tetra Tech Inc 1.88%
Pentair PLC 1.86%
Watts Water Technologies Inc 1.85%
Evoqua Water Technologies Corp 1.83%
IDEX Corp 1.73%
Lixil Corp 1.71%
American Water Works Co Inc 1.68%
View All

Literature

Literature

Invest with Impact

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Index Rules and Methodology

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