# Portfolio overlap — CSBCX vs CFICX

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

- Shared positions: 269
- Calvert Bond Fund covered by Calvert Income Fund: 0.5036051880390553022625234660
- Calvert Income Fund covered by Calvert Bond Fund: 0.5036051880390553022625234661

## Calvert Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MSILF-GOVT-INS | 0.103060 | ✓ |
| FNCL 5 4/26 | 0.076806 | ✓ |
| US TREASURY N/B | 0.037352 |  |
| US TREASURY N/B | 0.035558 | ✓ |
| US TREASURY N/B | 0.033655 | ✓ |
| US TREASURY N/B | 0.021560 |  |
| US TREASURY N/B | 0.017207 | ✓ |
| FR SD8493 | 0.014195 | ✓ |
| US TREASURY N/B | 0.013660 |  |
| US TREASURY N/B | 0.011138 | ✓ |
| EUROPEAN INVT BK | 0.009435 |  |
| FNCL 4.5 4/26 | 0.008503 | ✓ |
| FR SD8474 | 0.008257 | ✓ |
| US TREASURY N/B | 0.008053 |  |
| FN MA5531 | 0.007856 | ✓ |
| FR RQ0049 | 0.007562 | ✓ |
| FR SD8515 | 0.006416 | ✓ |
| UMBS, 30 Year | 0.006350 |  |
| Fannie Mae Pool | 0.006267 |  |
| FN MA5614 | 0.006228 | ✓ |
| INT BK RECON&DEV | 0.006069 |  |
| UMBS, 30 Year | 0.005793 |  |
| Nykredit Realkredit A/S, Series 01e | 0.005665 | ✓ |
| FNCL 5.5 4/26 | 0.005632 | ✓ |
| HA SUST INF CAP | 0.005424 | ✓ |
| Nykredit Realkredit A/S, Series 01E | 0.005335 | ✓ |
| JPMORGAN CHASE | 0.005326 |  |
| FR SD8494 | 0.005030 | ✓ |
| KFW | 0.004888 |  |
| UMBS Pool, 30 Year | 0.004671 | ✓ |
| Realkredit Danmark A/S, Series 23S | 0.004372 | ✓ |
| UMBS, 30 Year | 0.004161 |  |
| CIXCN 7 1/2 05/30/29 | 0.003759 | ✓ |
| FNA 2023-M1S A2 | 0.003728 |  |
| BANK OF AMER CRP | 0.003468 |  |
| UMBS, 30 Year | 0.003369 | ✓ |
| Fannie Mae Connecticut Avenue Securities | 0.003369 | ✓ |
| Fannie Mae Pool | 0.003353 |  |
| Global Atlantic (Fin) Co. | 0.003290 |  |
| Sunrun Jupiter Issuer LLC | 0.003264 |  |
| CLAST 2025-1A A 144A 5.783% 02-15-50 | 0.003233 | ✓ |
| BROOKFIELD ASSE | 0.003207 |  |
| GWT Trust | 0.003203 |  |
| FR SD8420 | 0.003177 | ✓ |
| Cloud Capital Holdco LP, Series 2024-1A, Class A2 | 0.003176 | ✓ |
| LIBMUT V4.125 12/15/51 144A | 0.003125 | ✓ |
| ASIAN INFRASTRUC | 0.003113 |  |
| BNP V7.75 PERP 144A | 0.003109 | ✓ |
| HCA INC | 0.003055 | ✓ |
| Fortitude Group Holdings, LLC | 0.003018 | ✓ |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050773` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/356682/000141036826050773/0001410368-26-050773-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050785` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/701039/000141036826050785/0001410368-26-050785-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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