# Portfolio overlap — CSVIX vs BOSOX

Comparing **Calvert Small Cap Fund** (2026-03-31) and **Boston Trust Walden Small Cap Fund** (2026-03-31).

- Shared positions: 10
- Calvert Small Cap Fund covered by Boston Trust Walden Small Cap Fund: 0.1454369153336445016346362577
- Boston Trust Walden Small Cap Fund covered by Calvert Small Cap Fund: 0.1454369153336445016346362577

## Calvert Small Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COMMUNITY FINANCIAL SYSTEM INC | 0.033266 |  |
| CSW INDUSTRI INC | 0.031907 |  |
| FRANKLIN ELECTRIC CO. INC. | 0.031327 | ✓ |
| VALVOLINE INC | 0.029379 |  |
| DORMAN PRODUCTS INC | 0.028711 |  |
| DIODES INC | 0.028203 |  |
| IDACORP INC | 0.028026 | ✓ |
| DONALDSON CO INC | 0.027687 | ✓ |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.026865 |  |
| ARAMARK | 0.026405 |  |
| US PHYSICAL THERAPY INC | 0.025241 | ✓ |
| OLD NATL BANCORP | 0.023945 |  |
| SOUTHSTATE BANK CORP | 0.023513 |  |
| WYNDHAM HOTELS and RESORTS INC | 0.023375 |  |
| COMMERCE BCSHS | 0.022761 | ✓ |
| QUAKER HOUGHTON | 0.022336 |  |
| BALCHEM CORP | 0.021612 |  |
| AZZ INC | 0.019979 |  |
| POST HOLDINGS INC | 0.019864 |  |
| Hamilton Insurance Group Ltd., Class B | 0.019619 |  |
| CORE & MAIN IN-A | 0.018706 |  |
| HAYWARD HOLDINGS INC | 0.018452 |  |
| EASTGROUP PROP | 0.018422 |  |
| SMITH (AO) CORP | 0.018204 |  |
| BADGER METER INC | 0.017613 | ✓ |
| APTARGROUP INC | 0.017229 | ✓ |
| ESCO TECHNOLOGIES INC | 0.016469 |  |
| TERRENO REALTY CORP | 0.016412 | ✓ |
| OPTION CARE HEALTH INC | 0.016141 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.015849 |  |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.015423 |  |
| STIFEL FINANCIAL CORP | 0.015386 |  |
| FIRST AMERICAN FINANCIAL CORP | 0.014560 |  |
| STEVEN MADDEN LTD | 0.014506 |  |
| DESCARTES SYS | 0.014296 |  |
| ALLEGRO MICROSYSTEMS INC | 0.013363 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.012841 | ✓ |
| FIRST FINL BANKSHARES INC | 0.011703 |  |
| CULLEN FROST BANKERS INC | 0.011150 | ✓ |
| WHITE MOUNTAINS INS GROUP LTD | 0.010979 |  |
| CALIFORNIA RESOU | 0.010717 |  |
| BENTLEY SYSTEM-B | 0.010559 |  |
| MSILF-GOVT-INS | 0.010371 |  |
| KNIFE RIVER HOLDING CO W/I | 0.009968 |  |
| BIO-TECHNE CORP | 0.009923 |  |
| REXFORD INDUSTRIAL REALTY INC | 0.009675 |  |
| ADDUS HOMECARE CORP | 0.009147 |  |
| EQUIPMENTSHARE-A | 0.009031 |  |
| HEXCEL CORPORATION | 0.008511 |  |
| LYFT INC-A | 0.008182 |  |

## Boston Trust Walden Small Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LITTELFUSE INC | 0.028929 |  |
| CULLEN FROST BANKERS INC | 0.025233 | ✓ |
| WATTS WATER TECH INC CL A | 0.023901 |  |
| PLEXUS CORP | 0.023423 |  |
| APPLIED INDU TEC | 0.022900 |  |
| APTARGROUP INC | 0.022253 | ✓ |
| ONE GAS INC | 0.021842 |  |
| CACTUS INC CL A | 0.021169 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.020811 |  |
| STAG INDUSTRIAL INC CL A | 0.019628 |  |
| A10 NETWORKS INC | 0.019560 |  |
| COMMERCE BCSHS | 0.018419 | ✓ |
| MSC INDUSTRIAL DIRECT CO CL A | 0.017559 |  |
| INTL BANCSHARES | 0.017447 |  |
| HALOZYME THERAPEUTICS INC | 0.017445 |  |
| DONALDSON CO INC | 0.017128 | ✓ |
| GLOBUS MEDICAL INC | 0.016975 |  |
| LANDSTAR SYSTEM INC | 0.016771 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.016700 | ✓ |
| UFP TECHNOLOGIES INC | 0.016621 |  |
| CHOICE HOTELS INTL INC | 0.016501 |  |
| CHESAPEAKE UTILITIES CORP | 0.016371 |  |
| IDACORP INC | 0.016307 | ✓ |
| BADGER METER INC | 0.016300 | ✓ |
| JAZZ PHARMACEUTI | 0.016211 |  |
| CAVCO INDUSTRIES INC | 0.015865 |  |
| CHEMED CORP | 0.015415 |  |
| SELECTIVE INSURANCE GROUP INC | 0.015172 |  |
| PRESTIGE CONSUMER HEALTHCARE INC | 0.014966 |  |
| FRANKLIN ELECTRIC CO. INC. | 0.014899 | ✓ |
| QUALYS INC | 0.014368 |  |
| SILGAN HOLDINGS INC | 0.014219 |  |
| VALMONT INDUSTRIES INC | 0.013900 |  |
| AXCELIS TECHNOLOGIES INC | 0.013756 |  |
| COHEN & STEERS | 0.013652 |  |
| PRICESMART INC | 0.013419 |  |
| ACUITY INC | 0.013006 |  |
| TORO CO | 0.012862 |  |
| SPROUTS FMRS MKT INC | 0.012791 |  |
| OCEANEERING INTL | 0.012657 |  |
| MARZETTI COMPANY/THE | 0.012545 |  |
| H&R BLOCK INC | 0.012219 |  |
| CASELLA WASTE SYS INC CL A | 0.012160 |  |
| POWER INTEGRATIONS INC | 0.012006 |  |
| US PHYSICAL THERAPY INC | 0.011790 | ✓ |
| SIMPLY GOOD FOODS CO | 0.011575 |  |
| FOUR CORNERS PRO | 0.011553 |  |
| HAEMONETICS CORP MASS | 0.011302 |  |
| SENSIENT TECHNOLOGIES CORP | 0.010887 |  |
| DOLBY LABORATORIES INC CL A | 0.010783 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050755` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1121624/000141036826050755/0001410368-26-050755-index.htm>
- N-PORT (fund B) — accession `0002066578-26-001402` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/882748/000206657826001402/0002066578-26-001402-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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