Water Funds | Morningstar

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Screen With Investor

	Name	Medalist Rating Overall	Total Return 1 Year	Total Return 3 Year	Morningstar Return Rating Overall	Morningstar Risk Rating Overall	Adjusted Expense Ratio	Fund Size
	Calvert Global Water Fund Class A CFWAX	—	0.74%	14.34%	Below Average	Low	1.240%	$527.09M
	Calvert Global Water Fund Class C CFWCX	—	−0.02%	13.49%	Below Average	Low	1.990%	$527.09M
	Calvert Global Water Fund Class I CFWIX	—	1.02%	14.64%	Below Average	Low	0.990%	$527.09M
	Fidelity Water Sustainability Fund FLOWX	—	0.16%	15.67%	Below Average	Below Average	0.880%	$156.09M
	First Trust Water ETF FIW	—	−3.14%	13.40%	Average	Below Average	0.500%	$1.80B
	Global X Clean Water ETF AQWA	—	−4.92%	12.45%	Below Average	Low	0.500%	$21.04M
	Invesco Global Water ETF PIO	—	−3.83%	12.57%	Below Average	Below Average	0.750%	$265.33M
	Invesco S&P Global Water Index ETF CGW	—	−1.05%	14.73%	Average	Low	0.580%	$1.03B
	Invesco Water Resources ETF PHO	—	−1.61%	13.88%	Average	Below Average	0.590%	$2.01B
	KBI Global Investors Aquarius Fund Institutional Shares KBIWX		−0.62%	13.98%	Below Average	Low	1.000%	$39.80M
	Tortoise Global Water Fund TBLU	—	−4.64%	13.63%	Below Average	Below Average	0.400%	$54.61M
	Virtus Duff & Phelps Water Fund Class A AWTAX	—	−4.95%	11.94%	Below Average	Low	1.220%	$463.52M
	Virtus Duff & Phelps Water Fund Class C AWTCX	—	−5.63%	11.11%	Low	Low	1.970%	$463.52M
	Virtus Duff & Phelps Water Fund Institutional Class AWTIX	—	−4.69%	12.25%	Below Average	Low	0.930%	$463.52M

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