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, 2024

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, 2024

Ecolab Inc 2.02
Xylem Inc/NY 1.80
American Water Works Co Inc 1.75
Veralto Corp 1.75
Tetra Tech Inc 1.63
Pentair PLC 1.60
Essential Utilities Inc 1.59
Coway Co Ltd 1.58
Veolia Environnement SA 1.57
Severn Trent PLC 1.55
Total 16.83

Performance

Historical Returns (%) as of Jun 30, 2024

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 (%)

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Calvert Global Water Research Index 20.52 -12.75 30.35 15.94 24.20 -18.96 19.62
MSCI ACWI Index1 4.16 -2.36 7.86 23.97 -9.41 26.60 16.25 18.54 -18.36 22.20

Portfolio

Index Statistics as of Jun 30, 2024

Median Market Cap $7.1B
Average Market Cap $24.7B
Price/Earnings Ratio 16.84
Price/Book Ratio 2.08
Number of Holdings 108

Sector Breakdown (%)3 as of Jun 30, 2024

 

Sector Breakdown (%) as of Jun 30, 2024

Water Technology 25.43
Leader/Solution Providers 25.05
Water Infrastructure 24.84
Water Utilities 24.68
 

Index Constituents (%)4 as of Mar 31, 2024

Holding % of Index
Ecolab Inc 1.91%
Xylem Inc/NY 1.78%
Pentair PLC 1.76%
Veolia Environnement SA 1.73%
Veralto Corp 1.73%
American Water Works Co Inc 1.71%
Tetra Tech Inc 1.62%
Essential Utilities Inc 1.61%
Watts Water Technologies Inc 1.52%
Cia de Saneamento Basico do Estado de Sao Paulo SABESP 1.51%
View All

Literature

Literature

Index Rules and Methodology

Download Index Rules and Methodology - Last updated: May 17, 2024