# Portfolio overlap — MPFDX vs CSDAX Comparing **Corporate Bond Portfolio** (2026-03-31) and **Calvert Short Duration Income Fund** (2026-03-31). - Shared positions: 34 - Corporate Bond Portfolio covered by Calvert Short Duration Income Fund: 0.09256243880846942041239339771 - Calvert Short Duration Income Fund covered by Corporate Bond Portfolio: 0.09256243880846942041239339772 ## Corporate Bond Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | BANK OF AMER CRP | 0.019885 | ✓ | | JPMORGAN CHASE | 0.019277 | | | MSILF-GOVT-INS | 0.015342 | ✓ | | ORACLE CORP | 0.008549 | ✓ | | WELLS FARGO CO | 0.008412 | | | VERIZON COMM INC | 0.008289 | | | GOLDMAN SACHS GP | 0.007913 | | | BANK OF AMER CRP | 0.007656 | | | Imperial Brands PLC 5.875 07/01/2034 | 0.007450 | | | CORPORATE OFFICE | 0.007436 | ✓ | | DELTA/SKYMILES | 0.007218 | ✓ | | INTACT FINL CORP 5.459% 09/22/2032 144A | 0.007207 | ✓ | | CENTENE CORP | 0.007195 | | | COMCAST CORP REGD 144A P/P 5.16800000 | 0.007053 | | | BAT Capital Corp | 0.006931 | | | CIXCN 7 1/2 05/30/29 | 0.006723 | ✓ | | CAIXABANK SA SR UNSECURED 144A 06/35 VAR | 0.006706 | | | OCCIDENTAL PETE | 0.006699 | | | UBS GROUP | 0.006642 | | | SYNOVUS FINL | 0.006629 | ✓ | | ONEOK INC | 0.006555 | | | SNF Group SACA | 0.006516 | | | STLA 6.45 03/18/35 144A | 0.006501 | | | JPMORGAN CHASE | 0.006457 | | | TRAVELERS COS | 0.006449 | | | QORVO INC REGD 144A P/P 3.37500000 | 0.006407 | ✓ | | ORACLE CORP | 0.005917 | | | GOLDMAN SACHS GP | 0.005726 | | | PFIZER INVSTMNT | 0.005705 | | | LIBMUT V4.125 12/15/51 144A | 0.005659 | ✓ | | PACIFIC GAS&ELEC | 0.005547 | | | PNC FINANCIAL | 0.005542 | | | LOWE'S COS INC | 0.005536 | | | JBS/FOODS/FOOD | 0.005517 | | | ENACT HOLDINGS | 0.005466 | ✓ | | CRH AMERICA FIN | 0.005426 | | | LIBERTY UTILITIES CO SR UNSECURED 144A 01/29 5.577 | 0.005418 | | | DIAMONDBACK ENER | 0.005392 | | | U.S. Treasury Bills | 0.005365 | | | HYUNDAI CAPITAL AMERICA 144A LIFE SR UNSEC 5.1% 06-24-30 | 0.005351 | | | AMEREN CORP | 0.005326 | | | BANCO SANTANDER | 0.005297 | | | TELUS CORP REGD V/R SER . 6.37500000 | 0.005258 | | | CHENIERE ENERGYP | 0.005245 | | | ABN AMRO BANK NV REGD V/R 144A P/P 5.51500000 | 0.005222 | | | ESSENT GROUP LTD | 0.005162 | ✓ | | MPLX LP | 0.005077 | | | TRANS-ALLEGHENY | 0.005069 | | | Vistra Operations Co. LLC | 0.005021 | | | GLP Capital LP / GLP Financing II Inc | 0.005012 | | ## 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 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-054370` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-050783` (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 _