# Portfolio overlap — CSVIX vs SSGSX

Comparing **Calvert Small Cap Fund** (2026-03-31) and **Victory Sycamore Small Company Opportunity Fund** (2026-03-31).

- Shared positions: 15
- Calvert Small Cap Fund covered by Victory Sycamore Small Company Opportunity Fund: 0.1339764683747153032662076217
- Victory Sycamore Small Company Opportunity Fund covered by Calvert Small Cap Fund: 0.1339764683747153032662076218

## 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 | ✓ |

## Victory Sycamore Small Company Opportunity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| UNITED BANKSHS | 0.016723 |  |
| RENASANT CORP | 0.015924 |  |
| CALIFORNIA RESOU | 0.015604 | ✓ |
| OLD NATL BANCORP | 0.015416 | ✓ |
| TIMKEN CO | 0.014663 |  |
| MCGRATH RENTCORP | 0.014594 |  |
| IDACORP INC | 0.014431 | ✓ |
| UMB FINANCIAL CORP | 0.014167 |  |
| CHARLES RIVER LABS INTL INC | 0.014084 |  |
| GAP INC/THE | 0.013489 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.013383 |  |
| GULFPORT ENERGY CORP | 0.013382 |  |
| INGRAM MICRO HOL | 0.013359 |  |
| OneSpaWorld Holdings Ltd. COM USD0.0001 | 0.013178 |  |
| SOUTHSTATE BANK CORP | 0.013178 | ✓ |
| WEATHERFORD INTE | 0.012941 |  |
| FOUR CORNERS PRO | 0.012864 |  |
| MSC INDUSTRIAL DIRECT CO CL A | 0.012728 |  |
| PEDIATRIX MEDICAL GROUP INC | 0.012618 |  |
| CHEFS WAREHOUSE INC | 0.012601 | ✓ |
| HUB GROUP INC CL A | 0.012489 |  |
| HAYWARD HOLDINGS INC | 0.012230 | ✓ |
| SIRIUSPOINT LTD | 0.012175 |  |
| LAZARD INC CL A | 0.012053 |  |
| MADISON SQUARE GARDEN SPORTS CORP | 0.012039 |  |
| PHOTRONICS INC | 0.011964 |  |
| SIMPSON MFG | 0.011741 |  |
| VONTIER CORP W/I | 0.011655 |  |
| MSA SAFETY INC | 0.011584 |  |
| Dole PLC ORD SHS | 0.011411 |  |
| NCR ATLEOS CORP | 0.011388 |  |
| FIRSTCASH HOLDINGS INC | 0.011385 |  |
| HB FULLER CO | 0.011275 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.011072 |  |
| COHU INC | 0.010749 |  |
| COMMERCIAL METALS CO | 0.010747 |  |
| TOWNE BANK | 0.010724 |  |
| WERNER ENTERPRISES INC | 0.010720 |  |
| HERITAGE FINL | 0.010643 |  |
| BOYD GAMING CORP | 0.010599 |  |
| WINTRUST FINL | 0.010440 |  |
| FEDERATED HERMES INC | 0.010430 |  |
| STIFEL FINANCIAL CORP | 0.010363 | ✓ |
| SERVISFIRST BANCSHARES INC | 0.010292 |  |
| STOCK YARDS BANCORP INC | 0.010260 | ✓ |
| INNOSPEC INC | 0.010237 |  |
| FRANKLIN ELECTRIC CO. INC. | 0.009923 | ✓ |
| MATADOR RESOURCES COMPANY | 0.009707 |  |
| ALAMO GROUP INC | 0.009621 |  |
| GXO LOGISTICS INC | 0.009595 |  |


## 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 `0001004726-26-004279` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/802716/000100472626004279/0001004726-26-004279-index.htm>

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