{
  "page": "compare",
  "query": {
    "a": "CSDAX",
    "b": "CSIFX"
  },
  "retrieved_at": "2026-07-07T15:22:25+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Calvert Short Duration Income Fund",
    "ticker": "CSDAX",
    "slug": "CSDAX",
    "series_id": "S000005150",
    "html_url": "https://fundwatcher.app/funds/CSDAX/"
  },
  "fund_b": {
    "name": "Calvert Balanced Fund",
    "ticker": "CSIFX",
    "slug": "CSIFX",
    "series_id": "S000008717",
    "html_url": "https://fundwatcher.app/funds/CSIFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1876600876172317349448285084",
    "coverage_b_by_a": "0.1876600876172317349448285083",
    "shared_count": 175,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "MSILF-GOVT-INS",
        "value": "185326211.09",
        "weight": "0.06301909",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "109106403.46",
        "weight": "0.03710099",
        "shared": false
      },
      {
        "name": "FNCL 5.5 4/26",
        "value": "103173423.47",
        "weight": "0.03508352",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "85057497.80",
        "weight": "0.02892330",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "36027145.88",
        "weight": "0.01225082",
        "shared": false
      },
      {
        "name": "BANK OF AMER CRP",
        "value": "32622652.80",
        "weight": "0.01109314",
        "shared": true
      },
      {
        "name": "Nykredit Realkredit A/S, Series 01E",
        "value": "31208291.85",
        "weight": "0.01061220",
        "shared": true
      },
      {
        "name": "FNCL 5 4/26",
        "value": "26764036.68",
        "weight": "0.00910095",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "25488281.25",
        "weight": "0.00866714",
        "shared": false
      },
      {
        "name": "BANK OF AMER CRP",
        "value": "22563095.56",
        "weight": "0.00767245",
        "shared": false
      },
      {
        "name": "FR SD8515",
        "value": "20685672.27",
        "weight": "0.00703404",
        "shared": true
      },
      {
        "name": "FR SD8493",
        "value": "20405145.04",
        "weight": "0.00693865",
        "shared": true
      },
      {
        "name": "FN MA5531",
        "value": "20241200.30",
        "weight": "0.00688290",
        "shared": true
      },
      {
        "name": "FN MA5614",
        "value": "20077977.01",
        "weight": "0.00682740",
        "shared": true
      },
      {
        "name": "FR RQ0049",
        "value": "19343530.91",
        "weight": "0.00657765",
        "shared": true
      },
      {
        "name": "ROYAL BK CANADA",
        "value": "17475643.47",
        "weight": "0.00594249",
        "shared": false
      },
      {
        "name": "CLAST 2025-1A A 144A 5.783% 02-15-50",
        "value": "17415347.11",
        "weight": "0.00592199",
        "shared": true
      },
      {
        "name": "FR SD8494",
        "value": "16215806.73",
        "weight": "0.00551409",
        "shared": true
      },
      {
        "name": "DELTA/SKYMILES",
        "value": "15459276.77",
        "weight": "0.00525684",
        "shared": true
      },
      {
        "name": "STLA 5.4 09/15/30 144A",
        "value": "14983933.29",
        "weight": "0.00509520",
        "shared": true
      },
      {
        "name": "PNC FINANCIAL",
        "value": "14651675.02",
        "weight": "0.00498222",
        "shared": false
      },
      {
        "name": "NATWEST GROUP",
        "value": "14405151.54",
        "weight": "0.00489839",
        "shared": false
      },
      {
        "name": "HCA INC",
        "value": "14206170.99",
        "weight": "0.00483073",
        "shared": true
      },
      {
        "name": "RADIAN GROUP INC REGD 4.87500000",
        "value": "14185687.39",
        "weight": "0.00482376",
        "shared": false
      },
      {
        "name": "DNB BANK ASA REGD V/R 144A P/P MTN 4.38400000",
        "value": "14008768.17",
        "weight": "0.00476360",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "14005416.88",
        "weight": "0.00476246",
        "shared": true
      },
      {
        "name": "WILLIS NORTH AME",
        "value": "13904415.09",
        "weight": "0.00472811",
        "shared": true
      },
      {
        "name": "MFCC 2024-2A A 144A 6.56% 07-20-29",
        "value": "13433529.19",
        "weight": "0.00456799",
        "shared": false
      },
      {
        "name": "BROOKFIELD ASSE",
        "value": "13412205.15",
        "weight": "0.00456074",
        "shared": false
      },
      {
        "name": "Marlette Funding Trust, Series 2025-1A, Class B",
        "value": "13411785.40",
        "weight": "0.00456060",
        "shared": false
      },
      {
        "name": "CTR PARTNERSHIP LP CARETRUST CAPITAL CORP",
        "value": "13343283.22",
        "weight": "0.00453731",
        "shared": true
      },
      {
        "name": "CAIXABANK SA SR UNSECURED 144A 03/30 VAR",
        "value": "13308236.37",
        "weight": "0.00452539",
        "shared": false
      },
      {
        "name": "TOWN 2025-STAY C 144A FRN 03-15-42",
        "value": "13166461.32",
        "weight": "0.00447718",
        "shared": true
      },
      {
        "name": "FOUNDRY JV HOLDC",
        "value": "13151077.05",
        "weight": "0.00447195",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY",
        "value": "13020579.93",
        "weight": "0.00442757",
        "shared": false
      },
      {
        "name": "HA SUST INF CAP",
        "value": "12890970.56",
        "weight": "0.00438350",
        "shared": true
      },
      {
        "name": "ORL Trust 2024-GLKS",
        "value": "12889950.46",
        "weight": "0.00438315",
        "shared": true
      },
      {
        "name": "T-MOBILE USA INC",
        "value": "12771141.88",
        "weight": "0.00434275",
        "shared": false
      },
      {
        "name": "Lendbuzz Securitization Trust, Series 2025-2A, Class A2",
        "value": "12673415.30",
        "weight": "0.00430952",
        "shared": false
      },
      {
        "name": "SHINE 2021-1A A",
        "value": "12609156.57",
        "weight": "0.00428767",
        "shared": true
      },
      {
        "name": "ATHENE GLOBAL FU",
        "value": "12070630.56",
        "weight": "0.00410455",
        "shared": false
      },
      {
        "name": "ALGONQUIN POWER",
        "value": "11763403.40",
        "weight": "0.00400008",
        "shared": false
      },
      {
        "name": "UBS Group AG",
        "value": "11670437.73",
        "weight": "0.00396846",
        "shared": false
      },
      {
        "name": "FNMA, REMIC, Series 2025-63, Class FA",
        "value": "11606104.22",
        "weight": "0.00394659",
        "shared": false
      },
      {
        "name": "CHARLES SCHWAB",
        "value": "11397104.52",
        "weight": "0.00387552",
        "shared": true
      },
      {
        "name": "SWEDBANK AB",
        "value": "11235604.83",
        "weight": "0.00382060",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GP",
        "value": "10859591.22",
        "weight": "0.00369274",
        "shared": false
      },
      {
        "name": "BNP PARIBAS",
        "value": "10720420.35",
        "weight": "0.00364542",
        "shared": false
      },
      {
        "name": "ING GROEP NV",
        "value": "10639079.23",
        "weight": "0.00361776",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "10635327.22",
        "weight": "0.00361648",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MSILF-GOVT-INS",
        "value": "91749880.06",
        "weight": "0.06463694",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "74625760.00",
        "weight": "0.05257315",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "64067312.40",
        "weight": "0.04513483",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "54693775.32",
        "weight": "0.03853126",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "48733250.67",
        "weight": "0.03433212",
        "shared": false
      },
      {
        "name": "FNCL 5 4/26",
        "value": "42511694.60",
        "weight": "0.02994909",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "39931607.10",
        "weight": "0.02813145",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "33461126.10",
        "weight": "0.02357305",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "26533232.00",
        "weight": "0.01869242",
        "shared": false
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "25756995.00",
        "weight": "0.01814556",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "24301017.00",
        "weight": "0.01711984",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "22698224.00",
        "weight": "0.01599069",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "21798549.00",
        "weight": "0.01535688",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "18530148.00",
        "weight": "0.01305432",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "17250064.00",
        "weight": "0.01215251",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "16202451.00",
        "weight": "0.01141448",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "16142013.00",
        "weight": "0.01137190",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "16076280.00",
        "weight": "0.01132559",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "15467712.00",
        "weight": "0.01089686",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "14658011.30",
        "weight": "0.01032643",
        "shared": false
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "14466606.00",
        "weight": "0.01019159",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "14119780.81",
        "weight": "0.00994725",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "13718230.00",
        "weight": "0.00966437",
        "shared": false
      },
      {
        "name": "SIEMENS ENERGY AG",
        "value": "13347588.06",
        "weight": "0.00940325",
        "shared": false
      },
      {
        "name": "AMETEK INC NEW",
        "value": "13097396.00",
        "weight": "0.00922699",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "12948298.00",
        "weight": "0.00912196",
        "shared": false
      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "12690316.00",
        "weight": "0.00894021",
        "shared": false
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "12660270.00",
        "weight": "0.00891904",
        "shared": false
      },
      {
        "name": "WASTE CONNECTIONS INC",
        "value": "12329196.00",
        "weight": "0.00868580",
        "shared": false
      },
      {
        "name": "TRADEWEB MARKETS INC A",
        "value": "11938489.56",
        "weight": "0.00841055",
        "shared": false
      },
      {
        "name": "BURLINGTON STORES INC",
        "value": "11388300.00",
        "weight": "0.00802295",
        "shared": false
      },
      {
        "name": "DOMINOS PIZZA INC",
        "value": "10943095.00",
        "weight": "0.00770931",
        "shared": false
      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "10936044.00",
        "weight": "0.00770434",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "10474308.00",
        "weight": "0.00737905",
        "shared": false
      },
      {
        "name": "LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C",
        "value": "10431954.00",
        "weight": "0.00734921",
        "shared": false
      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "10192625.00",
        "weight": "0.00718061",
        "shared": false
      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "10180320.00",
        "weight": "0.00717194",
        "shared": false
      },
      {
        "name": "ARTHUR J GALLAGHAR AND CO",
        "value": "9659468.00",
        "weight": "0.00680501",
        "shared": false
      },
      {
        "name": "CARRIER GLOBAL CORP",
        "value": "9319305.00",
        "weight": "0.00656536",
        "shared": false
      },
      {
        "name": "EDWARDS LIFESCIENCES CORP",
        "value": "9209200.00",
        "weight": "0.00648780",
        "shared": false
      },
      {
        "name": "HEICO CORP",
        "value": "8911500.00",
        "weight": "0.00627807",
        "shared": false
      },
      {
        "name": "ROCKET COS INC-A",
        "value": "8835570.00",
        "weight": "0.00622458",
        "shared": false
      },
      {
        "name": "QUEST DIAGNOSTICS INC",
        "value": "8779904.00",
        "weight": "0.00618536",
        "shared": false
      },
      {
        "name": "FR SD8493",
        "value": "8413377.51",
        "weight": "0.00592715",
        "shared": true
      },
      {
        "name": "FIRSTSERVICE-WI",
        "value": "8197460.00",
        "weight": "0.00577503",
        "shared": false
      },
      {
        "name": "FASTENAL CO",
        "value": "6755840.00",
        "weight": "0.00475943",
        "shared": false
      },
      {
        "name": "SYNOPSYS INC",
        "value": "6621216.00",
        "weight": "0.00466459",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "6448999.50",
        "weight": "0.00454326",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "6043280.48",
        "weight": "0.00425743",
        "shared": false
      },
      {
        "name": "ARGENX SE SPONSORED ADR",
        "value": "5988050.00",
        "weight": "0.00421853",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050783",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/701039/000141036826050783/0001410368-26-050783-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050765",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/356682/000141036826050765/0001410368-26-050765-index.htm"
    }
  ]
}