Calvert Global Water Fund Class C (CFWCX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert Global Water Fund Class C (CFWCX) trades at $28.12. Calvert Global Water Fund Class C is an asset management fund focused on investments in companies within the water industry. Market cap: $547M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for CFWCX: CFWCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CFWCX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on CFWCX.
How is this calculated? →Calvert Global Water Fund Class C (CFWCX) Financial Services Profile
Calvert Global Water Fund Class C (CFWCX) is a financial services fund specializing in global water-related investments. It tracks the Calvert Global Water Research Index, targeting companies involved in sustainable water management, access expansion, quality improvement, and efficient usage, offering investors exposure to the growing water industry.
What Is the Investment Thesis for CFWCX?
Calvert Global Water Fund Class C presents an investment opportunity centered on the increasing global demand for sustainable water solutions. With a market cap of $547M and a beta of 1.12, the fund offers exposure to companies involved in water management, technology, and services. The fund's strategy of tracking the Calvert Global Water Research Index provides a focused approach to investing in companies that are actively addressing global water challenges. A key value driver is the increasing awareness and investment in water infrastructure and technology, driven by population growth, climate change, and regulatory pressures. However, potential risks include market volatility and the performance of the underlying companies in the water sector. The absence of a dividend yield may deter some income-focused investors.
Based on FMP financials and quantitative analysis
CFWCX Key Highlights
Market Cap of $547M indicates a mid-sized fund within the asset management landscape.
- Beta of 1.12 suggests the fund is slightly more volatile than the overall market.
- The fund invests at least 80% of its net assets in equity securities of companies in the water industry.
- The fund tracks the Calvert Global Water Research Index, focusing on sustainable water management.
- The fund provides exposure to both U.S. and non-U.S. companies in the water sector.
Who Are CFWCX's Competitors?
CFWCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ANTUX Non-U.S. Intrinsic Value Fund Investor Class | $11.54 | -0.26% | $534M | 49 |
| CFWIX Calvert Global Water Fund Class I | $31.38 | -0.76% | $563M | — |
| FSLEX Fidelity Select Environmental and Alternative Energy Ptf | $51.51 | -1.44% | $710M | 47 |
| HLMGX Harding Loevner Global Equity Portfolio | $33.45 | +0.03% | $543M | — |
| IDIVX Integrity Dividend Harvest Fund Class A | $23.84 | -0.87% | $786M | 50 |
| IGD Voya Global Equity Dividend and Premium Opportunity Fund | $6.62 | +0.15% | $522M | 56 |
| GHY PGIM Global High Yield Fund, Inc | $11.60 | -0.68% | $475M | 86 |
| SMYIX Franklin Global Equity Fund Class I | $32.10 | -0.59% | $658M | 49 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CFWCX's Key Strengths?
Focused investment strategy on the growing water industry.
- ESG-aligned investment approach.
- Tracks a specific water-focused index.
- Exposure to both U.S. and non-U.S. companies.
What Are CFWCX's Weaknesses?
Lack of dividend yield may deter some investors.
- Fund performance is dependent on the performance of the water industry.
- Beta of 1.12 indicates higher volatility than the market.
- Relatively small market cap compared to larger asset management funds.
What Could Drive CFWCX Stock Higher?
Increasing global awareness of water scarcity and pollution.
- Growing investment in water infrastructure projects.
- Adoption of advanced water technologies.
- Expansion of water-related services.
What Are the Key Risks for CFWCX?
Market volatility and economic downturns.
- Changes in environmental regulations.
- Competition from other asset management funds.
- Geopolitical risks affecting water resources.
What Are the Growth Opportunities for CFWCX?
- Increased Investment in Water Infrastructure: Growing global awareness of water scarcity and aging infrastructure is driving increased investment in water infrastructure projects. Governments and private sector entities are allocating capital to upgrade water treatment facilities, build new pipelines, and implement advanced water management technologies. This trend creates opportunities for companies in the fund's portfolio to expand their businesses and increase revenue.
- Adoption of Water Technologies: The adoption of advanced water technologies, such as desalination, water purification, and smart water management systems, is accelerating. These technologies offer solutions to address water scarcity, improve water quality, and enhance water efficiency. Companies that develop and commercialize these technologies are well-positioned to benefit from this trend. The market for water technologies is expected to grow significantly, driven by increasing demand from municipalities, industries, and agricultural sectors. This growth provides opportunities for the fund to invest in innovative companies that are shaping the future of water management.
- Expansion of Water Services: The demand for water-related services, such as water testing, consulting, and engineering, is increasing. These services are essential for ensuring water quality, managing water resources, and complying with environmental regulations. Companies that provide these services are benefiting from the growing need for expertise and support in the water sector. The market for water services is expected to expand as water challenges become more complex and regulations become more stringent. This expansion creates opportunities for the fund to invest in companies that offer specialized water services.
- Sustainable Water Management Practices: The adoption of sustainable water management practices is becoming more widespread. Companies and organizations are implementing strategies to reduce water consumption, recycle water, and protect water resources. This trend is driving demand for products and services that support sustainable water management. Companies that offer solutions for water conservation, water reuse, and water stewardship are well-positioned to benefit from this trend. The market for sustainable water management solutions is expected to grow as awareness of water issues increases and regulations become more stringent.
- Global Water Challenges: Global water challenges, such as water scarcity, pollution, and climate change, are creating opportunities for companies that provide solutions to these problems. These challenges are driving demand for innovative technologies, sustainable practices, and effective water management strategies. Companies that are addressing these challenges are well-positioned to benefit from the growing need for water solutions. The global market for water solutions is expected to expand as water challenges become more pressing and the need for sustainable water management becomes more urgent.
What Are CFWCX's Competitive Advantages?
- Specialized Focus: The fund's focus on the water industry provides a differentiated investment strategy.
- ESG Integration: The fund's integration of ESG factors aligns with growing investor demand for sustainable investments.
- Index Tracking: Tracking the Calvert Global Water Research Index provides a transparent and rules-based investment approach.
- Brand Recognition: Calvert is a recognized brand in the ESG investing space.
What Does CFWCX Do?
Calvert Global Water Fund Class C is designed to provide investors with exposure to the global water industry. The fund, managed by Calvert Research and Management, invests primarily in equity securities of both U.S. and non-U.S. companies that derive a significant portion of their revenue from water-related activities. These activities encompass a broad spectrum, including water management, water treatment, and the development of water technologies. The fund seeks to track the performance of the Calvert Global Water Research Index, which is composed of companies that manage water use in a sustainable manner or that are actively engaged in expanding access to water, improving water quality, promoting efficient use of water, or providing solutions that address other global water challenges. By focusing on companies contributing to sustainable water solutions, the fund aims to align investment returns with positive environmental impact. The fund's investment strategy involves identifying companies that are leaders in water management, technology, and services, offering investors a diversified portfolio within the water sector. The fund was created to address the growing global need for sustainable water solutions and to provide investors with a means to participate in the growth of this critical industry.
What Products and Services Does CFWCX Offer?
- Invests in equity securities of U.S. and non-U.S. companies.
- Focuses on companies whose main business is in the water industry.
- Targets companies significantly involved in water-related services or technologies.
- Tracks the performance of the Calvert Global Water Research Index.
- Invests in companies that manage water use in a sustainable manner.
- Supports companies expanding access to water.
- Promotes companies improving water quality.
- Invests in companies providing solutions to global water challenges.
How Does CFWCX Make Money?
- The fund generates revenue through management fees charged to investors.
- Investment decisions are based on tracking the Calvert Global Water Research Index.
- The fund invests in companies that meet specific criteria related to sustainable water management.
- Capital appreciation from the underlying equity securities contributes to overall fund performance.
What Industry Does CFWCX Operate In?
The global asset management industry is experiencing growth driven by increasing investor demand for specialized investment strategies. Funds focused on ESG (Environmental, Social, and Governance) factors, such as Calvert Global Water Fund Class C, are gaining traction. The water industry itself is facing increasing challenges related to scarcity, pollution, and aging infrastructure, creating opportunities for companies providing solutions in water management, technology, and services. Competitors include funds like ANTUX, CFWIX, FSLEX, HLMGX, and IDIVX, each with its own investment approach and focus within the broader asset management landscape.
Who Are CFWCX's Key Customers?
- Individual investors seeking exposure to the water industry.
- Institutional investors looking for ESG-focused investment options.
- Retirement plans seeking diversified investment strategies.
- Financial advisors recommending investment solutions to their clients.
CFWCX Financials
Bull Case vs Bear Case
Bull Case
- Focused investment strategy on the growing water industry.
- ESG-aligned investment approach.
- Tracks a specific water-focused index.
- Exposure to both U.S. and non-U.S. companies.
Bear Case
- Lack of dividend yield may deter some investors.
- Fund performance is dependent on the performance of the water industry.
- Beta of 1.12 indicates higher volatility than the market.
- Relatively small market cap compared to larger asset management funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
CFWCX Latest News
No recent news available for CFWCX.
CFWCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CFWCX.
Price Targets
Wall Street price target analysis for CFWCX.
CFWCX MoonshotScore
What does this score mean?
The MoonshotScore rates CFWCX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Calvert Global Water Fund Class C (CFWCX) — Financial Services
What does Calvert Global Water Fund Class C do?
Calvert Global Water Fund Class C is an investment fund that focuses on companies involved in the global water industry. The fund aims to track the performance of the Calvert Global Water Research Index by investing in equity securities of U.S. and non-U.S. companies. These companies are primarily engaged in water-related services, technologies, or sustainable water management practices.
What are the main risks for CFWCX?
The main risks for Calvert Global Water Fund Class C include market volatility, which can impact the value of the underlying equity securities. The fund is also subject to sector-specific risks related to the water industry, such as changes in environmental regulations, water scarcity issues, and technological disruptions.
What are the key factors to evaluate for CFWCX?
Evaluate CFWCX on fundamentals, analyst consensus, and risk factors. Calvert Global Water Fund Class C presents an investment opportunity centered on the increasing global demand for sustainable water solutions. Not financial advice.
How frequently does CFWCX data refresh on this page?
CFWCX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CFWCX's recent stock price performance?
Calvert Global Water Fund Class C (CFWCX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focused investment strategy on the growing water industry. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CFWCX overvalued or undervalued right now?
Calvert Global Water Fund Class C (CFWCX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research CFWCX before investing?
Before investing in Calvert Global Water Fund Class C (CFWCX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CFWCX to a portfolio?
Key strength of Calvert Global Water Fund Class C (CFWCX): Focused investment strategy on the growing water industry. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending for CFWCX.
- Financial data is based on available information as of 2026-03-16.