# Portfolio overlap — CMJIX vs IMCB

Comparing **Calvert U.S. Mid Cap Core Responsible Index Fund** (2026-03-31) and **iShares Morningstar Mid-Cap ETF** (2026-01-31).

- Shared positions: 248
- Calvert U.S. Mid Cap Core Responsible Index Fund covered by iShares Morningstar Mid-Cap ETF: 0.5199962754398077619090049601
- iShares Morningstar Mid-Cap ETF covered by Calvert U.S. Mid Cap Core Responsible Index Fund: 0.5199962754398077619090049601

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

| Security | Weight | Shared |
|----------|--------|--------|
| CORNING INC | 0.009442 | ✓ |
| VERTIV HOLDINGS CO | 0.008451 | ✓ |
| WESTERN DIGITAL CORP | 0.008178 | ✓ |
| MARVELL TECHNOLOGY INC | 0.008000 | ✓ |
| SANDISK CORPORATION | 0.007976 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.007698 | ✓ |
| QUANTA SVCS INC | 0.007396 | ✓ |
| CUMMINS INC | 0.006791 | ✓ |
| ROSS STORES INC | 0.006458 | ✓ |
| WARNER BROS DISCOVERY INC | 0.006256 | ✓ |
| GENERAL MOTORS CO | 0.006229 | ✓ |
| SEMPRA ENERGY | 0.005993 | ✓ |
| BAKER HUGHES CO | 0.005656 | ✓ |
| TE CONNECTIVITY PLC | 0.005656 | ✓ |
| PACCAR INC | 0.005587 | ✓ |
| TRUIST FINL CORP | 0.005404 | ✓ |
| REALTY INCOME CORP REIT | 0.005356 | ✓ |
| CIENA CORP | 0.005296 | ✓ |
| DOMINION ENERGY INC | 0.005222 | ✓ |
| TARGET CORP | 0.005111 | ✓ |
| FASTENAL CO | 0.005003 | ✓ |
| MONOLITHIC POWER SYS INC | 0.004926 | ✓ |
| EXELON CORP | 0.004895 | ✓ |
| XCEL ENERGY INC | 0.004810 | ✓ |
| AMETEK INC NEW | 0.004783 | ✓ |
| LUMENTUM HOLDINGS INC | 0.004742 |  |
| OCCIDENTAL PETROLEUM CORP | 0.004708 | ✓ |
| COMFORT SYSTEMS USA INC | 0.004675 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.004648 | ✓ |
| ELECTRONIC ARTS INC | 0.004568 | ✓ |
| KROGER CO | 0.004546 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.004497 | ✓ |
| TERADYNE INC | 0.004487 | ✓ |
| UNITED RENTALS INC | 0.004391 | ✓ |
| BECTON DICKINSON and CO | 0.004373 | ✓ |
| ALNYLAM PHARMACEUTICALS INC | 0.004360 | ✓ |
| IDEXX LABS INC | 0.004308 | ✓ |
| DELTA AIR LI | 0.004303 | ✓ |
| FORD MOTOR CO | 0.004290 | ✓ |
| YUM! BRANDS INC | 0.004280 | ✓ |
| FERGUSON ENTERPRISES INC | 0.004270 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.004190 | ✓ |
| CONSOLIDATED EDISON INC | 0.004153 | ✓ |
| PUB SERV ENTERP | 0.004051 | ✓ |
| CBRE GROUP INC - CL A | 0.003985 | ✓ |
| DATADOG INC CL A | 0.003951 | ✓ |
| FIFTH THIRD BANCORP | 0.003940 | ✓ |
| ROCKWELL AUTOMATION INC | 0.003929 | ✓ |
| NUCOR CORP | 0.003917 | ✓ |
| MSCI INC | 0.003878 | ✓ |

## iShares Morningstar Mid-Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.014754 |  |
| NEWMONT CORP | 0.009020 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.006419 |  |
| US BANCORP DEL | 0.006375 |  |
| FREEPORT MCMORAN INC | 0.006323 |  |
| WESTERN DIGITAL CORP | 0.006298 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.006072 | ✓ |
| EMERSON ELECTRIC CO | 0.006052 |  |
| CRH PLC | 0.006021 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.005991 |  |
| WILLIAMS COS INC | 0.005976 |  |
| HOWMET AEROSPACE INC | 0.005909 |  |
| BANK OF NEW YORK MELLON CORP | 0.005882 |  |
| CUMMINS INC | 0.005814 | ✓ |
| UNITED PARCEL SERVICE INC CL B | 0.005738 |  |
| GENERAL MOTORS CO | 0.005723 | ✓ |
| CORNING INC | 0.005684 | ✓ |
| ELEVANCE HEALTH INC | 0.005605 |  |
| TRANSDIGM GROUP INC | 0.005576 |  |
| MONDELEZ INTL INC | 0.005543 |  |
| ILLINOIS TOOL WORKS INC | 0.005524 |  |
| AON PLC | 0.005509 |  |
| REGENERON PHARMACEUTICALS INC | 0.005464 |  |
| COLGATE-PALMOLIVE CO | 0.005349 |  |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.005327 |  |
| SLB LTD | 0.005248 |  |
| ECOLAB INC | 0.005237 |  |
| FEDEX CORP | 0.005194 |  |
| THE CIGNA GROUP | 0.005168 |  |
| CSX CORP | 0.005145 |  |
| QUANTA SVCS INC | 0.005118 | ✓ |
| VERTIV HOLDINGS CO | 0.005096 | ✓ |
| NIKE INC CL B | 0.005094 |  |
| MARRIOTT INTL-A | 0.005092 |  |
| MARVELL TECHNOLOGY INC | 0.004959 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.004923 |  |
| SANDISK CORPORATION | 0.004891 | ✓ |
| CINTAS CORP | 0.004844 |  |
| TRUIST FINL CORP | 0.004841 | ✓ |
| TE CONNECTIVITY PLC | 0.004823 | ✓ |
| NORFOLK SOUTHERN CORP | 0.004811 |  |
| CENCORA INC | 0.004811 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.004758 |  |
| TRAVELERS COS IN | 0.004677 |  |
| L3HARRIS TECHNOLOGIES INC | 0.004675 |  |
| ARTHUR J GALLAGHAR AND CO | 0.004639 |  |
| PACCAR INC | 0.004623 | ✓ |
| WARNER BROS DISCOVERY INC | 0.004560 | ✓ |
| SIMON PROPERTY | 0.004543 |  |
| AUTOZONE INC | 0.004522 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050758` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1105446/000141036826050758/0001410368-26-050758-index.htm>
- N-PORT (fund B) — accession `0002071691-26-007330` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000207169126007330/0002071691-26-007330-index.htm>

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