# Portfolio overlap — CSXAX vs FDFIX

Comparing **Calvert U.S. Large Cap Core Responsible Index Fund** (2026-03-31) and **Fidelity Flex 500 Index Fund** (2026-02-28).

- Shared positions: 402
- Calvert U.S. Large Cap Core Responsible Index Fund covered by Fidelity Flex 500 Index Fund: 0.7789367251115307302935982921
- Fidelity Flex 500 Index Fund covered by Calvert U.S. Large Cap Core Responsible Index Fund: 0.7789367251115307302935982921

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

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.069983 | ✓ |
| APPLE INC | 0.063953 | ✓ |
| ALPHABET INC CL A | 0.053774 | ✓ |
| MICROSOFT CORP | 0.046893 | ✓ |
| AMAZON.COM INC | 0.035621 | ✓ |
| BROADCOM INC | 0.025726 | ✓ |
| JPMORGAN CHASE and CO | 0.014840 | ✓ |
| LILLY ELI and CO | 0.014460 | ✓ |
| WALMART INC | 0.010059 | ✓ |
| VISA INC-CLASS A | 0.010055 | ✓ |
| COSTCO WHOLESALE CORP | 0.008207 | ✓ |
| MASTERCARD INC CL A | 0.008082 | ✓ |
| NETFLIX INC | 0.008076 | ✓ |
| ABBVIE INC | 0.007965 | ✓ |
| MICRON TECHNOLOGY INC | 0.007617 | ✓ |
| BANK OF AMERICA CORPORATION | 0.007453 | ✓ |
| CATERPILLAR INC | 0.007048 | ✓ |
| ADV MICRO DEVICE | 0.006627 | ✓ |
| COCA-COLA CO/THE | 0.006446 | ✓ |
| MERCK & CO | 0.006351 | ✓ |
| GENERAL ELECTRIC CO | 0.006308 | ✓ |
| PROCTER & GAMBLE | 0.006254 | ✓ |
| CISCO SYSTEMS INC | 0.006126 | ✓ |
| HOME DEPOT INC | 0.006065 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005737 | ✓ |
| WELLS FARGO & CO | 0.005711 | ✓ |
| LINDE PLC | 0.005395 | ✓ |
| LAM RESEARCH CORP | 0.005372 | ✓ |
| APPLIED MATERIALS INC | 0.005362 | ✓ |
| UNITEDHEALTH GRP | 0.005316 | ✓ |
| GE VERNOVA LLC | 0.005312 | ✓ |
| PEPSICO INC | 0.005010 | ✓ |
| ORACLE CORP | 0.004947 | ✓ |
| CITIGROUP INC | 0.004613 | ✓ |
| INTL BUS MACH CORP | 0.004503 | ✓ |
| NEXTERA ENERGY INC | 0.004353 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.004251 | ✓ |
| AMGEN INC | 0.004106 | ✓ |
| AT&T INC | 0.004011 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003957 | ✓ |
| KLA CORP | 0.003885 | ✓ |
| UNION PACIFIC CORP | 0.003873 | ✓ |
| AMPHENOL CORPORATION CL A | 0.003864 | ✓ |
| ABBOTT LABS | 0.003806 | ✓ |
| WALT DISNEY CO/T | 0.003799 | ✓ |
| AMERICAN EXPRESS CO | 0.003778 | ✓ |
| INTEL CORP | 0.003710 | ✓ |
| GILEAD SCIENCES INC | 0.003686 | ✓ |
| SCHWAB CHARLES CORP | 0.003638 | ✓ |
| TEXAS INSTRUMENTS INC | 0.003526 | ✓ |

## Fidelity Flex 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.072395 | ✓ |
| APPLE INC | 0.065633 | ✓ |
| MICROSOFT CORP | 0.049079 | ✓ |
| AMAZON.COM INC | 0.034349 | ✓ |
| ALPHABET INC CL A | 0.030404 | ✓ |
| BROADCOM INC | 0.025372 | ✓ |
| ALPHABET INC CL C | 0.024443 |  |
| META PLATFORMS INC CL A | 0.023737 |  |
| TESLA INC | 0.019016 |  |
| BERKSHIRE HATH-B | 0.015567 |  |
| LILLY ELI and CO | 0.014046 | ✓ |
| JPMORGAN CHASE and CO | 0.013743 | ✓ |
| EXXON MOBIL CORP | 0.010816 |  |
| JOHNSON&JOHNSON | 0.010062 |  |
| WALMART INC | 0.009436 | ✓ |
| VISA INC-CLASS A | 0.009082 | ✓ |
| MICRON TECHNOLOGY INC | 0.007783 | ✓ |
| COSTCO WHOLESALE CORP | 0.007534 | ✓ |
| MASTERCARD INC CL A | 0.007129 | ✓ |
| ABBVIE INC | 0.006895 | ✓ |
| NETFLIX INC | 0.006858 | ✓ |
| PROCTER & GAMBLE | 0.006569 | ✓ |
| HOME DEPOT INC | 0.006371 | ✓ |
| GENERAL ELECTRIC CO | 0.006070 | ✓ |
| CHEVRON CORP | 0.005946 |  |
| CATERPILLAR INC | 0.005844 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005626 | ✓ |
| ADV MICRO DEVICE | 0.005481 | ✓ |
| COCA-COLA CO/THE | 0.005310 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005269 |  |
| CISCO SYSTEMS INC | 0.005264 | ✓ |
| MERCK & CO | 0.005166 | ✓ |
| APPLIED MATERIALS INC | 0.004987 | ✓ |
| LAM RESEARCH CORP | 0.004939 | ✓ |
| PHILIP MORRIS INTL INC | 0.004891 |  |
| RTX CORP | 0.004568 |  |
| UNITEDHEALTH GRP | 0.004467 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004335 | ✓ |
| WELLS FARGO & CO | 0.004297 | ✓ |
| ORACLE CORP | 0.004112 | ✓ |
| MCDONALDS CORP | 0.004086 |  |
| LINDE PLC | 0.003988 | ✓ |
| GE VERNOVA LLC | 0.003985 | ✓ |
| PEPSICO INC | 0.003904 | ✓ |
| INTL BUS MACH CORP | 0.003774 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003554 | ✓ |
| AMGEN INC | 0.003514 | ✓ |
| INTEL CORP | 0.003439 | ✓ |
| ABBOTT LABS | 0.003402 | ✓ |
| MORGAN STANLEY | 0.003381 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050769` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1105446/000141036826050769/0001410368-26-050769-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002571` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/819118/000003540226002571/0000035402-26-002571-index.htm>

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