# Portfolio overlap — CGJAX vs CSXAX

Comparing **Calvert U.S. Large Cap Growth Responsible Index Fund** (2026-03-31) and **Calvert U.S. Large Cap Core Responsible Index Fund** (2026-03-31).

- Shared positions: 563
- Calvert U.S. Large Cap Growth Responsible Index Fund covered by Calvert U.S. Large Cap Core Responsible Index Fund: 0.7634162921845404843820253278
- Calvert U.S. Large Cap Core Responsible Index Fund covered by Calvert U.S. Large Cap Growth Responsible Index Fund: 0.7634162921845404843820253277

## Calvert U.S. Large Cap Growth Responsible Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.095693 | ✓ |
| APPLE INC | 0.086805 | ✓ |
| MICROSOFT CORP | 0.062023 | ✓ |
| AMAZON.COM INC | 0.047737 | ✓ |
| ALPHABET INC CL A | 0.047175 | ✓ |
| BROADCOM INC | 0.036621 | ✓ |
| LILLY ELI and CO | 0.020475 | ✓ |
| VISA INC-CLASS A | 0.013915 | ✓ |
| COSTCO WHOLESALE CORP | 0.012018 | ✓ |
| MASTERCARD INC CL A | 0.011500 | ✓ |
| NETFLIX INC | 0.011487 | ✓ |
| ABBVIE INC | 0.010852 | ✓ |
| WALMART INC | 0.010596 | ✓ |
| ADV MICRO DEVICE | 0.009717 | ✓ |
| APPLIED MATERIALS INC | 0.007952 | ✓ |
| LAM RESEARCH CORP | 0.007847 | ✓ |
| ORACLE CORP | 0.007429 | ✓ |
| GE VERNOVA LLC | 0.006971 | ✓ |
| HOME DEPOT INC | 0.006776 | ✓ |
| CATERPILLAR INC | 0.006647 | ✓ |
| LINDE PLC | 0.006283 | ✓ |
| COCA-COLA CO/THE | 0.006259 | ✓ |
| CISCO SYSTEMS INC | 0.006069 | ✓ |
| KLA CORP | 0.005656 | ✓ |
| PROCTER & GAMBLE | 0.005468 | ✓ |
| AMPHENOL CORPORATION CL A | 0.005219 | ✓ |
| SALESFORCE INC | 0.004985 | ✓ |
| JPMORGAN CHASE and CO | 0.004931 | ✓ |
| TJX COS INC | 0.004895 | ✓ |
| EATON CORP PLC | 0.004860 | ✓ |
| MICRON TECHNOLOGY INC | 0.004737 | ✓ |
| INTUITIVE SURGICAL INC | 0.004596 | ✓ |
| GENERAL ELECTRIC CO | 0.004507 | ✓ |
| INTL BUS MACH CORP | 0.004469 | ✓ |
| AMGEN INC | 0.004285 | ✓ |
| UBER TECHNOLOGIES INC | 0.004206 | ✓ |
| S&P GLOBAL INC | 0.004161 | ✓ |
| WELLTOWER INC | 0.004079 | ✓ |
| ANALOG DEVICES INC | 0.004073 | ✓ |
| THE BOOKING HOLDINGS INC | 0.003985 | ✓ |
| PALO ALTO NETWORKS INC | 0.003890 | ✓ |
| ARISTA NETWORKS INC | 0.003771 | ✓ |
| AMERICAN EXPRESS CO | 0.003463 | ✓ |
| INTUIT INC | 0.003452 | ✓ |
| PARKER HANNIFIN CORP | 0.003449 | ✓ |
| STRYKER CORP | 0.003395 | ✓ |
| VERTIV HOLDINGS CO | 0.003356 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.003312 | ✓ |
| HOWMET AEROSPACE INC | 0.003290 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.003205 | ✓ |

## Calvert U.S. Large Cap Core Responsible Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.069983 | ✓ |
| APPLE INC | 0.063953 | ✓ |
| ALPHABET INC CL A | 0.053774 | ✓ |
| MICROSOFT CORP | 0.046893 | ✓ |
| AMAZON.COM INC | 0.035621 | ✓ |
| BROADCOM INC | 0.025726 | ✓ |
| JPMORGAN CHASE and CO | 0.014840 | ✓ |
| LILLY ELI and CO | 0.014460 | ✓ |
| WALMART INC | 0.010059 | ✓ |
| VISA INC-CLASS A | 0.010055 | ✓ |
| COSTCO WHOLESALE CORP | 0.008207 | ✓ |
| MASTERCARD INC CL A | 0.008082 | ✓ |
| NETFLIX INC | 0.008076 | ✓ |
| ABBVIE INC | 0.007965 | ✓ |
| MICRON TECHNOLOGY INC | 0.007617 | ✓ |
| BANK OF AMERICA CORPORATION | 0.007453 |  |
| CATERPILLAR INC | 0.007048 | ✓ |
| ADV MICRO DEVICE | 0.006627 | ✓ |
| COCA-COLA CO/THE | 0.006446 | ✓ |
| MERCK & CO | 0.006351 |  |
| GENERAL ELECTRIC CO | 0.006308 | ✓ |
| PROCTER & GAMBLE | 0.006254 | ✓ |
| CISCO SYSTEMS INC | 0.006126 | ✓ |
| HOME DEPOT INC | 0.006065 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005737 | ✓ |
| WELLS FARGO & CO | 0.005711 |  |
| LINDE PLC | 0.005395 | ✓ |
| LAM RESEARCH CORP | 0.005372 | ✓ |
| APPLIED MATERIALS INC | 0.005362 | ✓ |
| UNITEDHEALTH GRP | 0.005316 |  |
| GE VERNOVA LLC | 0.005312 | ✓ |
| PEPSICO INC | 0.005010 | ✓ |
| ORACLE CORP | 0.004947 | ✓ |
| CITIGROUP INC | 0.004613 |  |
| INTL BUS MACH CORP | 0.004503 | ✓ |
| NEXTERA ENERGY INC | 0.004353 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.004251 |  |
| AMGEN INC | 0.004106 | ✓ |
| AT&T INC | 0.004011 |  |
| THERMO FISHER SCIENTIFIC INC | 0.003957 | ✓ |
| KLA CORP | 0.003885 | ✓ |
| UNION PACIFIC CORP | 0.003873 | ✓ |
| AMPHENOL CORPORATION CL A | 0.003864 | ✓ |
| ABBOTT LABS | 0.003806 | ✓ |
| WALT DISNEY CO/T | 0.003799 | ✓ |
| AMERICAN EXPRESS CO | 0.003778 | ✓ |
| INTEL CORP | 0.003710 |  |
| GILEAD SCIENCES INC | 0.003686 | ✓ |
| SCHWAB CHARLES CORP | 0.003638 | ✓ |
| TEXAS INSTRUMENTS INC | 0.003526 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050760` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1105446/000141036826050760/0001410368-26-050760-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050769` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1105446/000141036826050769/0001410368-26-050769-index.htm>

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