# Portfolio overlap — CLAIX vs CAAAX

Comparing **Calvert Moderate Allocation Fund** (2026-03-31) and **Calvert Growth Allocation Fund** (2026-03-31).

- Shared positions: 19
- Calvert Moderate Allocation Fund covered by Calvert Growth Allocation Fund: 0.7506642474576059639577229129
- Calvert Growth Allocation Fund covered by Calvert Moderate Allocation Fund: 0.7506642474576059639577229129

## Calvert Moderate Allocation Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Calvert US Large Cap Growth Responsible Index Fund | 0.169513 | ✓ |
| Calvert US Large Cap Core Responsible Index Fund | 0.159703 | ✓ |
| Calvert Bond Fund | 0.143460 | ✓ |
| Calvert Core Bond Fund | 0.093156 | ✓ |
| Calvert US Large Cap Value Responsible Index Fund | 0.067471 | ✓ |
| Calvert International Responsible Index Fund | 0.065836 | ✓ |
| Calvert International Equity Fund | 0.051584 | ✓ |
| Calvert Equity Fund | 0.050499 | ✓ |
| Calvert Emerging Markets Advancement Fund | 0.041247 | ✓ |
| Calvert Mortgage Access Fund | 0.040349 | ✓ |
| Calvert Flexible Bond Fund | 0.021254 |  |
| Calvert High Yield Bond Fund | 0.018441 | ✓ |
| Calvert Emerging Markets Equity Fund | 0.017625 | ✓ |
| Calvert Floating-Rate Advantage Fund | 0.017507 | ✓ |
| Calvert Small Cap Fund | 0.015679 | ✓ |
| Calvert US Mid Cap Core Responsible Index Fund | 0.010645 | ✓ |
| Calvert Ultra-Short Duration Income Fund | 0.005293 |  |
| Calvert Small/Mid-Cap Fund | 0.004798 | ✓ |
| MSILF-GOVT-INS | 0.004709 | ✓ |
| Calvert Focused Value Fund | 0.001170 | ✓ |
| Calvert International Opportunities Fund | 0.000032 | ✓ |
| Calvert Short-Duration Income Fund | 0.000028 |  |

## Calvert Growth Allocation Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Calvert US Large Cap Growth Responsible Index Fund | 0.226151 | ✓ |
| Calvert US Large Cap Core Responsible Index Fund | 0.211484 | ✓ |
| Calvert International Responsible Index Fund | 0.113675 | ✓ |
| Calvert US Large Cap Value Responsible Index Fund | 0.089004 | ✓ |
| Calvert International Equity Fund | 0.069987 | ✓ |
| Calvert Equity Fund | 0.066381 | ✓ |
| Calvert Emerging Markets Advancement Fund | 0.056662 | ✓ |
| Calvert Bond Fund | 0.039761 | ✓ |
| Calvert Core Bond Fund | 0.034431 | ✓ |
| Calvert Emerging Markets Equity Fund | 0.026685 | ✓ |
| Calvert Small Cap Fund | 0.020778 | ✓ |
| Calvert US Mid Cap Core Responsible Index Fund | 0.013534 | ✓ |
| Calvert Mortgage Access Fund | 0.010519 | ✓ |
| Calvert Small/Mid-Cap Fund | 0.009362 | ✓ |
| Calvert High Yield Bond Fund | 0.005280 | ✓ |
| Calvert Floating-Rate Advantage Fund | 0.004844 | ✓ |
| Calvert Focused Value Fund | 0.001376 | ✓ |
| Calvert International Opportunities Fund | 0.000061 | ✓ |
| MSILF-GOVT-INS | 0.000026 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050761` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/356682/000141036826050761/0001410368-26-050761-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050768` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/356682/000141036826050768/0001410368-26-050768-index.htm>

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_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._

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