{
  "page": "compare",
  "query": {
    "a": "MSBOX",
    "b": "CLDIX"
  },
  "retrieved_at": "2026-07-07T17:07:38+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": "Corporate Bond Portfolio",
    "ticker": "MSBOX",
    "slug": "MSBOX",
    "series_id": "S000004118",
    "html_url": "https://fundwatcher.app/funds/MSBOX/"
  },
  "fund_b": {
    "name": "Calvert Core Bond Fund",
    "ticker": "CLDIX",
    "slug": "CLDIX",
    "series_id": "S000005151",
    "html_url": "https://fundwatcher.app/funds/CLDIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.08253897874646093309757174226",
    "coverage_b_by_a": "0.08253897874646093309757174223",
    "shared_count": 50,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "BANK OF AMER CRP",
        "value": "3090055.97",
        "weight": "0.01988545",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "2995520.12",
        "weight": "0.01927708",
        "shared": false
      },
      {
        "name": "MSILF-GOVT-INS",
        "value": "2383991.49",
        "weight": "0.01534171",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "1328413.88",
        "weight": "0.00854875",
        "shared": false
      },
      {
        "name": "WELLS FARGO CO",
        "value": "1307109.29",
        "weight": "0.00841165",
        "shared": false
      },
      {
        "name": "VERIZON COMM INC",
        "value": "1287992.41",
        "weight": "0.00828862",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GP",
        "value": "1229561.43",
        "weight": "0.00791260",
        "shared": false
      },
      {
        "name": "BANK OF AMER CRP",
        "value": "1189727.17",
        "weight": "0.00765626",
        "shared": false
      },
      {
        "name": "Imperial Brands PLC 5.875 07/01/2034",
        "value": "1157612.05",
        "weight": "0.00744959",
        "shared": false
      },
      {
        "name": "CORPORATE OFFICE",
        "value": "1155496.67",
        "weight": "0.00743597",
        "shared": false
      },
      {
        "name": "DELTA/SKYMILES",
        "value": "1121697.21",
        "weight": "0.00721846",
        "shared": true
      },
      {
        "name": "INTACT FINL CORP 5.459% 09/22/2032 144A",
        "value": "1119918.62",
        "weight": "0.00720702",
        "shared": true
      },
      {
        "name": "CENTENE CORP",
        "value": "1118110.36",
        "weight": "0.00719538",
        "shared": false
      },
      {
        "name": "COMCAST CORP REGD 144A P/P 5.16800000",
        "value": "1096000.75",
        "weight": "0.00705310",
        "shared": false
      },
      {
        "name": "BAT Capital Corp",
        "value": "1077028.18",
        "weight": "0.00693100",
        "shared": false
      },
      {
        "name": "CIXCN 7 1/2 05/30/29",
        "value": "1044679.85",
        "weight": "0.00672283",
        "shared": true
      },
      {
        "name": "CAIXABANK SA SR UNSECURED 144A 06/35 VAR",
        "value": "1041986.14",
        "weight": "0.00670550",
        "shared": false
      },
      {
        "name": "OCCIDENTAL PETE",
        "value": "1040967.20",
        "weight": "0.00669894",
        "shared": false
      },
      {
        "name": "UBS GROUP",
        "value": "1032076.97",
        "weight": "0.00664173",
        "shared": false
      },
      {
        "name": "SYNOVUS FINL",
        "value": "1030026.55",
        "weight": "0.00662853",
        "shared": true
      },
      {
        "name": "ONEOK INC",
        "value": "1018603.90",
        "weight": "0.00655503",
        "shared": false
      },
      {
        "name": "SNF Group SACA",
        "value": "1012500.00",
        "weight": "0.00651575",
        "shared": false
      },
      {
        "name": "STLA 6.45 03/18/35 144A",
        "value": "1010269.10",
        "weight": "0.00650139",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "1003357.75",
        "weight": "0.00645691",
        "shared": true
      },
      {
        "name": "TRAVELERS COS",
        "value": "1002167.44",
        "weight": "0.00644925",
        "shared": false
      },
      {
        "name": "QORVO INC REGD 144A P/P 3.37500000",
        "value": "995650.05",
        "weight": "0.00640731",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "919404.92",
        "weight": "0.00591665",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GP",
        "value": "889804.52",
        "weight": "0.00572616",
        "shared": false
      },
      {
        "name": "PFIZER INVSTMNT",
        "value": "886451.95",
        "weight": "0.00570459",
        "shared": true
      },
      {
        "name": "LIBMUT V4.125 12/15/51 144A",
        "value": "879392.82",
        "weight": "0.00565916",
        "shared": false
      },
      {
        "name": "PACIFIC GAS&ELEC",
        "value": "861991.44",
        "weight": "0.00554718",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL",
        "value": "861142.67",
        "weight": "0.00554172",
        "shared": false
      },
      {
        "name": "LOWE'S COS INC",
        "value": "860250.39",
        "weight": "0.00553597",
        "shared": false
      },
      {
        "name": "JBS/FOODS/FOOD",
        "value": "857227.70",
        "weight": "0.00551652",
        "shared": false
      },
      {
        "name": "ENACT HOLDINGS",
        "value": "849441.59",
        "weight": "0.00546642",
        "shared": true
      },
      {
        "name": "CRH AMERICA FIN",
        "value": "843134.47",
        "weight": "0.00542583",
        "shared": false
      },
      {
        "name": "LIBERTY UTILITIES CO SR UNSECURED 144A 01/29 5.577",
        "value": "841857.18",
        "weight": "0.00541761",
        "shared": false
      },
      {
        "name": "DIAMONDBACK ENER",
        "value": "837823.10",
        "weight": "0.00539165",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "833627.31",
        "weight": "0.00536465",
        "shared": false
      },
      {
        "name": "HYUNDAI CAPITAL AMERICA 144A LIFE SR UNSEC 5.1% 06-24-30",
        "value": "831556.61",
        "weight": "0.00535132",
        "shared": false
      },
      {
        "name": "AMEREN CORP",
        "value": "827691.84",
        "weight": "0.00532645",
        "shared": false
      },
      {
        "name": "BANCO SANTANDER",
        "value": "823117.47",
        "weight": "0.00529701",
        "shared": false
      },
      {
        "name": "TELUS CORP REGD V/R SER . 6.37500000",
        "value": "817003.52",
        "weight": "0.00525767",
        "shared": true
      },
      {
        "name": "CHENIERE ENERGYP",
        "value": "815019.51",
        "weight": "0.00524490",
        "shared": false
      },
      {
        "name": "ABN AMRO BANK NV REGD V/R 144A P/P 5.51500000",
        "value": "811427.78",
        "weight": "0.00522178",
        "shared": false
      },
      {
        "name": "ESSENT GROUP LTD",
        "value": "802122.58",
        "weight": "0.00516190",
        "shared": true
      },
      {
        "name": "MPLX LP",
        "value": "788857.61",
        "weight": "0.00507654",
        "shared": false
      },
      {
        "name": "TRANS-ALLEGHENY",
        "value": "787629.06",
        "weight": "0.00506863",
        "shared": false
      },
      {
        "name": "Vistra Operations Co. LLC",
        "value": "780264.58",
        "weight": "0.00502124",
        "shared": false
      },
      {
        "name": "GLP Capital LP / GLP Financing II Inc",
        "value": "778818.56",
        "weight": "0.00501193",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "FNCL 5 4/26",
        "value": "146384463.77",
        "weight": "0.10406714",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "81832429.21",
        "weight": "0.05817603",
        "shared": false
      },
      {
        "name": "MSILF-GOVT-INS",
        "value": "75310528.54",
        "weight": "0.05353950",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "36252230.19",
        "weight": "0.02577231",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "34067230.28",
        "weight": "0.02421896",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "24094431.47",
        "weight": "0.01712913",
        "shared": false
      },
      {
        "name": "FR SD8493",
        "value": "18732455.74",
        "weight": "0.01331721",
        "shared": false
      },
      {
        "name": "FN MA5531",
        "value": "18290846.29",
        "weight": "0.01300327",
        "shared": false
      },
      {
        "name": "Nykredit Realkredit A/S, Series 01E",
        "value": "17534863.58",
        "weight": "0.01246583",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "16609785.75",
        "weight": "0.01180817",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "14668344.43",
        "weight": "0.01042797",
        "shared": false
      },
      {
        "name": "EUROPEAN INVT BK",
        "value": "12891134.23",
        "weight": "0.00916452",
        "shared": false
      },
      {
        "name": "FNCL 4.5 4/26",
        "value": "12543729.56",
        "weight": "0.00891755",
        "shared": false
      },
      {
        "name": "BANK OF AMER CRP",
        "value": "11037391.75",
        "weight": "0.00784666",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "10932814.05",
        "weight": "0.00777232",
        "shared": false
      },
      {
        "name": "FR SD8474",
        "value": "10790441.59",
        "weight": "0.00767110",
        "shared": false
      },
      {
        "name": "UMBS, 30 Year",
        "value": "10577436.00",
        "weight": "0.00751967",
        "shared": false
      },
      {
        "name": "FR SD8475",
        "value": "10553507.74",
        "weight": "0.00750266",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "10364194.92",
        "weight": "0.00736808",
        "shared": false
      },
      {
        "name": "FR RQ0049",
        "value": "10096289.52",
        "weight": "0.00717762",
        "shared": false
      },
      {
        "name": "FNCL 5.5 4/26",
        "value": "9197708.63",
        "weight": "0.00653880",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "9118106.01",
        "weight": "0.00648221",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "9004324.24",
        "weight": "0.00640132",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8949620.52",
        "weight": "0.00636243",
        "shared": false
      },
      {
        "name": "FR SD8515",
        "value": "8571224.73",
        "weight": "0.00609343",
        "shared": false
      },
      {
        "name": "FN MA5614",
        "value": "8319422.78",
        "weight": "0.00591442",
        "shared": false
      },
      {
        "name": "INT BK RECON&DEV",
        "value": "8018038.16",
        "weight": "0.00570016",
        "shared": false
      },
      {
        "name": "HA SUST INF CAP",
        "value": "7508149.28",
        "weight": "0.00533767",
        "shared": true
      },
      {
        "name": "FNMA 30YR 5% 01/01/2054#CB7925",
        "value": "7280274.46",
        "weight": "0.00517567",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7115625.00",
        "weight": "0.00505862",
        "shared": false
      },
      {
        "name": "FR SD8494",
        "value": "6720807.88",
        "weight": "0.00477793",
        "shared": false
      },
      {
        "name": "EXP-IMP BK KOREA",
        "value": "6717391.83",
        "weight": "0.00477551",
        "shared": false
      },
      {
        "name": "FNA 2019-M1 A2",
        "value": "6386677.79",
        "weight": "0.00454040",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6175871.06",
        "weight": "0.00439053",
        "shared": false
      },
      {
        "name": "UMBS Pool, 30 Year",
        "value": "6101747.29",
        "weight": "0.00433783",
        "shared": false
      },
      {
        "name": "BANK OF AMER CRP",
        "value": "6022019.13",
        "weight": "0.00428115",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "5495165.00",
        "weight": "0.00390660",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5218581.17",
        "weight": "0.00370998",
        "shared": false
      },
      {
        "name": "FNA 2018-M4 A2",
        "value": "5156734.01",
        "weight": "0.00366601",
        "shared": false
      },
      {
        "name": "GWT 2024-WOLF A 144A FRN 03-15-39",
        "value": "5064899.50",
        "weight": "0.00360072",
        "shared": false
      },
      {
        "name": "FOUNDRY JV HOLDC",
        "value": "5018214.75",
        "weight": "0.00356753",
        "shared": false
      },
      {
        "name": "Lendbuzz Securitization Trust, Series 2025-2A, Class A2",
        "value": "4986825.56",
        "weight": "0.00354522",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY",
        "value": "4968661.58",
        "weight": "0.00353230",
        "shared": false
      },
      {
        "name": "ALGONQUIN POWER",
        "value": "4899332.91",
        "weight": "0.00348302",
        "shared": false
      },
      {
        "name": "FNA 2019-M22 A2",
        "value": "4807794.26",
        "weight": "0.00341794",
        "shared": false
      },
      {
        "name": "Calvert Ultra-Short Investment Grade Etf",
        "value": "4807475.00",
        "weight": "0.00341771",
        "shared": false
      },
      {
        "name": "Neighborly Issuer LLC, Series 2021-1A, Class A2",
        "value": "4774249.76",
        "weight": "0.00339409",
        "shared": false
      },
      {
        "name": "KFW",
        "value": "4591252.65",
        "weight": "0.00326400",
        "shared": false
      },
      {
        "name": "Cloud Capital Holdco LP, Series 2024-1A, Class A2",
        "value": "4569024.50",
        "weight": "0.00324820",
        "shared": false
      },
      {
        "name": "ATHENE GLOBAL FUNDING SR SECURED 144A 08/26 4.86",
        "value": "4513636.86",
        "weight": "0.00320882",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-054370",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/741375/000141036826054370/0001410368-26-054370-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050777",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/701039/000141036826050777/0001410368-26-050777-index.htm"
    }
  ]
}