# Portfolio overlap — CDICX vs CSIBX

Comparing **Calvert Short Duration Income Fund** (2026-03-31) and **Calvert Bond Fund** (2026-03-31).

- Shared positions: 179
- Calvert Short Duration Income Fund covered by Calvert Bond Fund: 0.3364410550698365805975668167
- Calvert Bond Fund covered by Calvert Short Duration Income Fund: 0.3364410550698365805975668166

## Calvert Short Duration Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MSILF-GOVT-INS | 0.063019 | ✓ |
| US TREASURY N/B | 0.037101 |  |
| FNCL 5.5 4/26 | 0.035084 | ✓ |
| US TREASURY N/B | 0.028923 |  |
| JPMORGAN CHASE | 0.012251 |  |
| BANK OF AMER CRP | 0.011093 | ✓ |
| Nykredit Realkredit A/S, Series 01E | 0.010612 | ✓ |
| FNCL 5 4/26 | 0.009101 | ✓ |
| US TREASURY N/B | 0.008667 | ✓ |
| BANK OF AMER CRP | 0.007672 |  |
| FR SD8515 | 0.007034 | ✓ |
| FR SD8493 | 0.006939 | ✓ |
| FN MA5531 | 0.006883 | ✓ |
| FN MA5614 | 0.006827 | ✓ |
| FR RQ0049 | 0.006578 | ✓ |
| ROYAL BK CANADA | 0.005942 |  |
| CLAST 2025-1A A 144A 5.783% 02-15-50 | 0.005922 | ✓ |
| FR SD8494 | 0.005514 | ✓ |
| DELTA/SKYMILES | 0.005257 | ✓ |
| STLA 5.4 09/15/30 144A | 0.005095 | ✓ |
| PNC FINANCIAL | 0.004982 |  |
| NATWEST GROUP | 0.004898 |  |
| HCA INC | 0.004831 | ✓ |
| RADIAN GROUP INC REGD 4.87500000 | 0.004824 |  |
| DNB BANK ASA REGD V/R 144A P/P MTN 4.38400000 | 0.004764 |  |
| US TREASURY N/B | 0.004762 | ✓ |
| WILLIS NORTH AME | 0.004728 | ✓ |
| MFCC 2024-2A A 144A 6.56% 07-20-29 | 0.004568 |  |
| BROOKFIELD ASSE | 0.004561 |  |
| Marlette Funding Trust, Series 2025-1A, Class B | 0.004561 |  |
| CTR PARTNERSHIP LP CARETRUST CAPITAL CORP | 0.004537 | ✓ |
| CAIXABANK SA SR UNSECURED 144A 03/30 VAR | 0.004525 |  |
| TOWN 2025-STAY C 144A FRN 03-15-42 | 0.004477 | ✓ |
| FOUNDRY JV HOLDC | 0.004472 |  |
| NEXTERA ENERGY | 0.004428 |  |
| HA SUST INF CAP | 0.004384 | ✓ |
| ORL Trust 2024-GLKS | 0.004383 | ✓ |
| T-MOBILE USA INC | 0.004343 |  |
| Lendbuzz Securitization Trust, Series 2025-2A, Class A2 | 0.004310 |  |
| SHINE 2021-1A A | 0.004288 | ✓ |
| ATHENE GLOBAL FU | 0.004105 |  |
| ALGONQUIN POWER | 0.004000 |  |
| UBS Group AG | 0.003968 |  |
| FNMA, REMIC, Series 2025-63, Class FA | 0.003947 |  |
| CHARLES SCHWAB | 0.003876 | ✓ |
| SWEDBANK AB | 0.003821 | ✓ |
| GOLDMAN SACHS GP | 0.003693 |  |
| BNP PARIBAS | 0.003645 |  |
| ING GROEP NV | 0.003618 |  |
| ORACLE CORP | 0.003616 |  |

## Calvert Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MSILF-GOVT-INS | 0.103060 | ✓ |
| FNCL 5 4/26 | 0.076806 | ✓ |
| US TREASURY N/B | 0.037352 |  |
| US TREASURY N/B | 0.035558 |  |
| US TREASURY N/B | 0.033655 |  |
| US TREASURY N/B | 0.021560 |  |
| US TREASURY N/B | 0.017207 |  |
| FR SD8493 | 0.014195 | ✓ |
| US TREASURY N/B | 0.013660 |  |
| US TREASURY N/B | 0.011138 | ✓ |
| EUROPEAN INVT BK | 0.009435 |  |
| FNCL 4.5 4/26 | 0.008503 | ✓ |
| FR SD8474 | 0.008257 |  |
| US TREASURY N/B | 0.008053 |  |
| FN MA5531 | 0.007856 | ✓ |
| FR RQ0049 | 0.007562 | ✓ |
| FR SD8515 | 0.006416 | ✓ |
| UMBS, 30 Year | 0.006350 |  |
| Fannie Mae Pool | 0.006267 |  |
| FN MA5614 | 0.006228 | ✓ |
| INT BK RECON&DEV | 0.006069 |  |
| UMBS, 30 Year | 0.005793 |  |
| Nykredit Realkredit A/S, Series 01e | 0.005665 |  |
| FNCL 5.5 4/26 | 0.005632 | ✓ |
| HA SUST INF CAP | 0.005424 | ✓ |
| Nykredit Realkredit A/S, Series 01E | 0.005335 | ✓ |
| JPMORGAN CHASE | 0.005326 |  |
| FR SD8494 | 0.005030 | ✓ |
| KFW | 0.004888 |  |
| UMBS Pool, 30 Year | 0.004671 |  |
| Realkredit Danmark A/S, Series 23S | 0.004372 | ✓ |
| UMBS, 30 Year | 0.004161 |  |
| CIXCN 7 1/2 05/30/29 | 0.003759 | ✓ |
| FNA 2023-M1S A2 | 0.003728 |  |
| BANK OF AMER CRP | 0.003468 |  |
| UMBS, 30 Year | 0.003369 |  |
| Fannie Mae Connecticut Avenue Securities | 0.003369 | ✓ |
| Fannie Mae Pool | 0.003353 |  |
| Global Atlantic (Fin) Co. | 0.003290 | ✓ |
| Sunrun Jupiter Issuer LLC | 0.003264 |  |
| CLAST 2025-1A A 144A 5.783% 02-15-50 | 0.003233 | ✓ |
| BROOKFIELD ASSE | 0.003207 |  |
| GWT Trust | 0.003203 |  |
| FR SD8420 | 0.003177 |  |
| Cloud Capital Holdco LP, Series 2024-1A, Class A2 | 0.003176 | ✓ |
| LIBMUT V4.125 12/15/51 144A | 0.003125 | ✓ |
| ASIAN INFRASTRUC | 0.003113 |  |
| BNP V7.75 PERP 144A | 0.003109 |  |
| HCA INC | 0.003055 | ✓ |
| Fortitude Group Holdings, LLC | 0.003018 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050783` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/701039/000141036826050783/0001410368-26-050783-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050773` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/356682/000141036826050773/0001410368-26-050773-index.htm>

---

_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._

_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._

_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. See <https://fundwatcher.app/terms/>_
