# Portfolio overlap — CDSIX vs CLDIX Comparing **Calvert Short Duration Income Fund** (2026-03-31) and **Calvert Core Bond Fund** (2026-03-31). - Shared positions: 180 - Calvert Short Duration Income Fund covered by Calvert Core Bond Fund: 0.3580850615129179263364610867 - Calvert Core Bond Fund covered by Calvert Short Duration Income Fund: 0.3580850615129179263364610867 ## 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 Core Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | FNCL 5 4/26 | 0.104067 | ✓ | | US TREASURY N/B | 0.058176 | | | MSILF-GOVT-INS | 0.053540 | ✓ | | US TREASURY N/B | 0.025772 | | | US TREASURY N/B | 0.024219 | | | US TREASURY N/B | 0.017129 | | | FR SD8493 | 0.013317 | ✓ | | FN MA5531 | 0.013003 | ✓ | | Nykredit Realkredit A/S, Series 01E | 0.012466 | ✓ | | US TREASURY N/B | 0.011808 | | | US TREASURY N/B | 0.010428 | | | EUROPEAN INVT BK | 0.009165 | | | FNCL 4.5 4/26 | 0.008918 | ✓ | | BANK OF AMER CRP | 0.007847 | | | US TREASURY N/B | 0.007772 | | | FR SD8474 | 0.007671 | | | UMBS, 30 Year | 0.007520 | | | FR SD8475 | 0.007503 | ✓ | | US TREASURY N/B | 0.007368 | | | FR RQ0049 | 0.007178 | ✓ | | FNCL 5.5 4/26 | 0.006539 | ✓ | | Uniform Mortgage-Backed Security, TBA | 0.006482 | | | US TREASURY N/B | 0.006401 | | | US TREASURY N/B | 0.006362 | | | FR SD8515 | 0.006093 | ✓ | | FN MA5614 | 0.005914 | ✓ | | INT BK RECON&DEV | 0.005700 | | | HA SUST INF CAP | 0.005338 | ✓ | | FNMA 30YR 5% 01/01/2054#CB7925 | 0.005176 | | | US TREASURY N/B | 0.005059 | | | FR SD8494 | 0.004778 | ✓ | | EXP-IMP BK KOREA | 0.004776 | | | FNA 2019-M1 A2 | 0.004540 | | | US TREASURY N/B | 0.004391 | | | UMBS Pool, 30 Year | 0.004338 | | | BANK OF AMER CRP | 0.004281 | | | State Street Navigator Securities Lending Government Money Market Portfolio | 0.003907 | ✓ | | US TREASURY N/B | 0.003710 | | | FNA 2018-M4 A2 | 0.003666 | | | GWT 2024-WOLF A 144A FRN 03-15-39 | 0.003601 | ✓ | | FOUNDRY JV HOLDC | 0.003568 | ✓ | | Lendbuzz Securitization Trust, Series 2025-2A, Class A2 | 0.003545 | ✓ | | NEXTERA ENERGY | 0.003532 | | | ALGONQUIN POWER | 0.003483 | ✓ | | FNA 2019-M22 A2 | 0.003418 | | | Calvert Ultra-Short Investment Grade Etf | 0.003418 | ✓ | | Neighborly Issuer LLC, Series 2021-1A, Class A2 | 0.003394 | ✓ | | KFW | 0.003264 | | | Cloud Capital Holdco LP, Series 2024-1A, Class A2 | 0.003248 | ✓ | | ATHENE GLOBAL FUNDING SR SECURED 144A 08/26 4.86 | 0.003209 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-050783` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-050777` (as of 2026-03-31) --- _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 _