# Portfolio overlap — CSDAX vs CSIFX Comparing **Calvert Short Duration Income Fund** (2026-03-31) and **Calvert Balanced Fund** (2026-03-31). - Shared positions: 175 - Calvert Short Duration Income Fund covered by Calvert Balanced Fund: 0.1876600876172317349448285084 - Calvert Balanced Fund covered by Calvert Short Duration Income Fund: 0.1876600876172317349448285083 ## 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 | | ## Calvert Balanced Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MSILF-GOVT-INS | 0.064637 | ✓ | | NVIDIA CORP | 0.052573 | | | ALPHABET INC CL C | 0.045135 | | | APPLE INC | 0.038531 | | | MICROSOFT CORP | 0.034332 | | | FNCL 5 4/26 | 0.029949 | ✓ | | AMAZON.COM INC | 0.028131 | | | BROADCOM INC | 0.023573 | | | JPMORGAN CHASE and CO | 0.018692 | | | BAKER HUGHES CO | 0.018146 | | | COCA-COLA CO/THE | 0.017120 | | | VISA INC-CLASS A | 0.015991 | | | LILLY ELI and CO | 0.015357 | | | ABBVIE INC | 0.013054 | | | WALMART INC | 0.012153 | | | EATON CORP PLC | 0.011414 | | | LAM RESEARCH CORP | 0.011372 | | | NETFLIX INC | 0.011326 | | | LINDE PLC | 0.010897 | | | US TREASURY N/B | 0.010326 | | | GILEAD SCIENCES INC | 0.010192 | | | US TREASURY N/B | 0.009947 | | | TJX COS INC | 0.009664 | | | SIEMENS ENERGY AG | 0.009403 | | | AMETEK INC NEW | 0.009227 | | | ANALOG DEVICES INC | 0.009122 | | | MARRIOTT INTL-A | 0.008940 | | | AMPHENOL CORPORATION CL A | 0.008919 | | | WASTE CONNECTIONS INC | 0.008686 | | | TRADEWEB MARKETS INC A | 0.008411 | | | BURLINGTON STORES INC | 0.008023 | | | DOMINOS PIZZA INC | 0.007709 | | | MOTOROLA SOLUTIONS INC | 0.007704 | | | PARKER HANNIFIN CORP | 0.007379 | | | LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.007349 | | | CONSTELLATION ENERGY CORP | 0.007181 | | | PALO ALTO NETWORKS INC | 0.007172 | | | ARTHUR J GALLAGHAR AND CO | 0.006805 | | | CARRIER GLOBAL CORP | 0.006565 | | | EDWARDS LIFESCIENCES CORP | 0.006488 | | | HEICO CORP | 0.006278 | | | ROCKET COS INC-A | 0.006225 | | | QUEST DIAGNOSTICS INC | 0.006185 | | | FR SD8493 | 0.005927 | ✓ | | FIRSTSERVICE-WI | 0.005775 | | | FASTENAL CO | 0.004759 | | | SYNOPSYS INC | 0.004665 | | | State Street Navigator Securities Lending Government Money Market Portfolio | 0.004543 | ✓ | | US TREASURY N/B | 0.004257 | | | ARGENX SE SPONSORED ADR | 0.004219 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-050783` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-050765` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _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._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _