# Portfolio overlap — CFICX vs CSDAX

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

- Shared positions: 152
- Calvert Income Fund covered by Calvert Short Duration Income Fund: 0.3171614252900085438908436027
- Calvert Short Duration Income Fund covered by Calvert Income Fund: 0.3171614252900085438908436027

## Calvert Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MSILF-GOVT-INS | 0.098949 | ✓ |
| US TREASURY N/B | 0.026338 |  |
| FNCL 4.5 4/26 | 0.025399 | ✓ |
| US TREASURY N/B | 0.022354 |  |
| US TREASURY N/B | 0.021084 |  |
| FR SD8493 | 0.012719 | ✓ |
| FNCL 5 4/26 | 0.012542 | ✓ |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.010114 | ✓ |
| Nykredit Realkredit A/S, Series 01E | 0.009368 | ✓ |
| Realkredit Danmark A/S, Series 23S | 0.009266 | ✓ |
| BANK OF AMER CRP | 0.009010 |  |
| US TREASURY N/B | 0.008587 |  |
| FNCL 5.5 4/26 | 0.008466 | ✓ |
| Nykredit Realkredit A/S, Series 01e | 0.007813 |  |
| US TREASURY N/B | 0.007629 |  |
| FR SD8474 | 0.007371 |  |
| US TREASURY N/B | 0.007162 |  |
| FN MA5531 | 0.007040 | ✓ |
| FR RQ0049 | 0.006776 | ✓ |
| BAMLL Commercial Mortgage Securities Trust 2019-BPR | 0.006689 | ✓ |
| HA SUST INF CAP | 0.006336 | ✓ |
| Uniform Mortgage-Backed Security, TBA | 0.006099 |  |
| Nordea Kredit Realkreditaktieselskab | 0.005790 |  |
| FR SD8515 | 0.005751 | ✓ |
| FN MA5614 | 0.005582 | ✓ |
| ATHENE HOLDING | 0.004975 |  |
| JPMORGAN CHASE | 0.004891 | ✓ |
| LIBMUT V4.125 12/15/51 144A | 0.004866 | ✓ |
| US TREASURY N/B | 0.004841 |  |
| TELUS CORP REGD V/R SER . 6.37500000 | 0.004834 |  |
| TORONTO DOM BANK | 0.004719 |  |
| FR SD8494 | 0.004510 | ✓ |
| JPMORGAN CHASE | 0.004479 | ✓ |
| Driven Brands Funding LLC, Series 2020-2A, Class A2 | 0.004389 | ✓ |
| QORVO INC REGD 144A P/P 3.37500000 | 0.004210 | ✓ |
| UMBS Pool, 30 Year | 0.004182 |  |
| Bank of Nova Scotia (The) | 0.004022 |  |
| CIXCN 7 1/2 05/30/29 | 0.004018 | ✓ |
| FNMA, REMIC, Series 2024-79, Class FA | 0.003981 | ✓ |
| Fannie Mae REMICS | 0.003788 |  |
| BROOKFIELD PROPERTY PARTN LP PFD 6.375% PERP | 0.003731 |  |
| NATWEST GROUP | 0.003724 | ✓ |
| Freddie Mac REMICS | 0.003674 | ✓ |
| DELTA/SKYMILES | 0.003491 | ✓ |
| Citadel L.P. | 0.003443 | ✓ |
| ORACLE CORP | 0.003442 |  |
| CSMC Trust, Series 2021-BPNY, Class A | 0.003339 | ✓ |
| Freddie Mac REMICS | 0.003308 | ✓ |
| BANK OF AMER CRP | 0.003263 |  |
| BARCLAYS PLC REGD V/R /PERP/ 8.00000000 | 0.003178 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050785` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/701039/000141036826050785/0001410368-26-050785-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050783` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/701039/000141036826050783/0001410368-26-050783-index.htm>

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