Calvert Global Water Fund Class I (CFWIX) 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 17, 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 I (CFWIX) trades at $30.18. Calvert Global Water Fund Class I invests in companies involved in the water industry, focusing on sustainable water management and addressing global water challenges. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for CFWIX: CFWIX 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 I (CFWIX) Financial Services Profile
Calvert Global Water Fund Class I is a financial services fund focusing on global water-related investments, targeting companies involved in sustainable water management and technologies. With a market cap of $0.60 billion and a beta of 1.12, the fund seeks long-term capital appreciation through equity securities in the water industry.
What Is the Investment Thesis for CFWIX?
Calvert Global Water Fund Class I presents an investment opportunity centered on the growing global demand for sustainable water solutions. With a market capitalization of $0.60 billion and a beta of 1.12, the fund offers exposure to companies involved in water treatment, distribution, and technology. Key value drivers include increasing global water scarcity, stricter environmental regulations, and growing investment in water infrastructure. Catalysts for growth include technological advancements in water purification and conservation, as well as increased public and private investment in water infrastructure projects. However, potential risks include regulatory changes, economic downturns affecting infrastructure spending, and competition from other investment funds. The fund's focus on ESG principles may also attract socially responsible investors, further driving demand.
Based on FMP financials and quantitative analysis
CFWIX Key Highlights
The fund invests at least 80% of its net assets in equity securities of companies in the water industry.
- The fund focuses on companies that manage water use in a sustainable manner.
- The fund's investments include companies involved in expanding access to water and improving water quality.
- The fund seeks long-term capital appreciation through investments in water-related companies.
- The fund's market cap is $0.60 billion, indicating a moderate size within the asset management landscape.
Who Are CFWIX's Competitors?
CFWIX 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 | — |
| CFWCX Calvert Global Water Fund Class C | $27.01 | +1.01% | $525M | — |
| FSLEX Fidelity Select Environmental and Alternative Energy Ptf | $51.47 | +1.50% | $709M | — |
| HLMGX Harding Loevner Global Equity Portfolio | $33.73 | +0.75% | $548M | — |
| HRCUX Carillon ClariVest Capital Appreciation Fund Class R6 | $75.00 | +0.38% | $644M | — |
| APO Apollo Global Management, Inc. | $114.02 | -0.28% | $65.7B | 54 5-pillar |
| ALTI AlTi Global, Inc. | $2.91 | -2.35% | $432M | — |
| GROW U.S. Global Investors, Inc. | $2.86 | -0.35% | $36.3M | 58 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CFWIX's Key Strengths?
Specialized focus on the growing water industry.
- Emphasis on sustainable and responsible investing.
- Experienced management team.
- Potential for long-term capital appreciation.
What Are CFWIX's Weaknesses?
Concentrated investment focus, limiting diversification.
- Vulnerability to regulatory changes in the water sector.
- Dependence on the performance of water-related companies.
- Potential for fluctuations in asset value due to market volatility.
What Are the Key Risks for CFWIX?
Regulatory changes impacting water-related companies.
- Economic downturns affecting infrastructure spending.
- Competition from other specialized water funds.
- Climate change impacts on water availability and demand.
What Are CFWIX's Competitive Advantages?
- Specialized focus on the water industry.
- Emphasis on sustainable and responsible investing.
- Experienced management team with expertise in the water sector.
What Does CFWIX Do?
Calvert Global Water Fund Class I is a specialized investment fund within the financial services sector, focusing on companies that operate in or support the global water industry. The fund was created to address the growing need for sustainable water management and solutions to global water challenges. It invests primarily in the equity securities of both U.S. and non-U.S. companies that derive a significant portion of their revenue from water-related services or technologies. These companies are involved in various aspects of the water industry, including water treatment, distribution, infrastructure, and conservation. The fund's investment strategy emphasizes companies that manage water use in a sustainable manner or 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. This focus reflects a commitment to environmental, social, and governance (ESG) principles, aligning investment decisions with positive social and environmental outcomes. Calvert Global Water Fund Class I aims to provide investors with long-term capital appreciation by capitalizing on the growth potential of the water industry, driven by increasing global demand for clean and accessible water resources. The fund operates under the Calvert brand, known for its responsible investment approach, and is managed by experienced professionals with expertise in the water sector and sustainable investing.
What Products and Services Does CFWIX Offer?
- Invests in equity securities of U.S. and non-U.S. companies.
- Focuses on companies in the water industry.
- Targets companies involved in water-related services or technologies.
- Prioritizes companies managing water sustainably.
- Expands access to water and improves water quality.
- Promotes efficient use of water resources.
- Provides solutions to global water challenges.
How Does CFWIX Make Money?
- Generates revenue through management fees charged to investors.
- Invests in companies involved in water treatment, distribution, and infrastructure.
- Focuses on companies with sustainable water management practices.
What Industry Does CFWIX Operate In?
Calvert Global Water Fund Class I operates within the asset management industry, specifically focusing on the global water sector. The water industry is experiencing growth due to increasing global water scarcity, aging infrastructure, and stricter environmental regulations. The competitive landscape includes other specialized water funds and broader ESG-focused investment products. The fund differentiates itself by focusing on companies that manage water use in a sustainable manner, aligning with the growing trend of responsible investing.
Who Are CFWIX's Key Customers?
- Institutional investors seeking exposure to the water sector.
- Retail investors interested in socially responsible investing.
- Pension funds and endowments looking for long-term capital appreciation.
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
CFWIX Financials
Bull Case vs Bear Case
Bull Case
- Specialized focus on the growing water industry.
- Emphasis on sustainable and responsible investing.
- Experienced management team.
- Potential for long-term capital appreciation.
Bear Case
- Concentrated investment focus, limiting diversification.
- Vulnerability to regulatory changes in the water sector.
- Dependence on the performance of water-related companies.
- Potential for fluctuations in asset value due to market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CFWIX Latest News
No recent news available for CFWIX.
CFWIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CFWIX.
Price Targets
Wall Street price target analysis for CFWIX.
CFWIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CFWIX; grades run from A+ (80-100) to F (below 30).
Calvert Global Water Fund Class I Financials Stock: Key Questions Answered
What does Calvert Global Water Fund Class I do?
Calvert Global Water Fund Class I is a financial services fund that invests in companies involved in the global water industry.
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 based on available information as of 2026-03-17.