Calvert Global Water Fund Class C (CFWCX) Fund Overview
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Beta 1.12: the stock has moved about 12% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCalvert Global Water Fund Class C (CFWCX) trades at $27.01. Calvert Global Water Fund Class C is an asset management fund focused on investments in companies within the water industry. Sector: Financials.
Price as of · 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.
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 $0.60 billion 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 $0.60B 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 | MoonshotScore |
|---|---|---|---|---|
| ANTUX Non-U.S. Intrinsic Value Fund Investor Class | $11.15 | +0.63% | $516M | — |
| CFWIX Calvert Global Water Fund Class I | $30.18 | +1.04% | $542M | — |
| FSLEX Fidelity Select Environmental and Alternative Energy Ptf | $51.47 | +1.50% | $709M | — |
| HLMGX Harding Loevner Global Equity Portfolio | $33.73 | +0.75% | $548M | — |
| IDIVX Integrity Dividend Harvest Fund Class A | $22.98 | +0.92% | $758M | — |
| APO Apollo Global Management, Inc. | $114.02 | -0.28% | $65.7B | — |
| ALTI AlTi Global, Inc. | $2.91 | -2.35% | $432M | — |
| GROW U.S. Global Investors, Inc. | $2.86 | -0.35% | $36.3M | — |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
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 · March 2026
CFWCX Latest News
No recent news available for CFWCX.
CFWCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CFWCX.
Price Targets
Wall Street price target analysis for CFWCX.
CFWCX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CFWCX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Calvert Global Water Fund Class C (CFWCX) — Financials
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.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information as of 2026-03-16.