# Portfolio overlap — MVCKX vs CMJAX

Comparing **MFS Mid Cap Value Fund** (2026-03-31) and **Calvert U.S. Mid Cap Core Responsible Index Fund** (2026-03-31).

- Shared positions: 100
- MFS Mid Cap Value Fund covered by Calvert U.S. Mid Cap Core Responsible Index Fund: 0.2234214348608833422696469500
- Calvert U.S. Mid Cap Core Responsible Index Fund covered by MFS Mid Cap Value Fund: 0.2234214348608833422696469500

## MFS Mid Cap Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VALERO ENERGY CORP | 0.014159 |  |
| FLEX LTD | 0.014103 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.013901 |  |
| PG&E CORP | 0.012550 |  |
| PERMIAN RESOURCES CORP CL A | 0.012448 |  |
| HARTFORD INSURANCE GROUP INC/THE | 0.012280 | ✓ |
| CORNING INC | 0.012202 | ✓ |
| TARGA RESOURCES CORP | 0.012103 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.011978 | ✓ |
| NORTHERN TRUST CORP | 0.010856 | ✓ |
| DIAMONDBACK ENERGY INC | 0.010545 |  |
| RAYMOND JAMES FINANCIAL INC. | 0.010406 | ✓ |
| CMS ENERGY CORP | 0.010364 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.010332 |  |
| US FOODS HOLDING CORP | 0.010251 | ✓ |
| PUB SERV ENTERP | 0.010233 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.010225 | ✓ |
| M&T BANK CORP | 0.010148 | ✓ |
| WILLIS TOWERS WATSON PLC | 0.009972 | ✓ |
| AGILENT TECHNOLOGIES INC | 0.009963 | ✓ |
| TECHNIPFMC PLC | 0.009884 |  |
| PULTEGROUP INC | 0.009702 | ✓ |
| EXPAND ENERGY CORP | 0.009509 |  |
| ROSS STORES INC | 0.009171 | ✓ |
| ALLEGION PLC | 0.009150 | ✓ |
| NVENT ELECTRIC PLC | 0.008974 | ✓ |
| JONES LANG LASALLE INC | 0.008958 | ✓ |
| ARAMARK | 0.008760 | ✓ |
| SEMPRA ENERGY | 0.008719 | ✓ |
| CENTERPOINT ENERGY INC | 0.008711 |  |
| PINNACLE WEST CAPITAL CORP | 0.008509 |  |
| BRIXMOR PROPERTY | 0.008476 | ✓ |
| ASSURANT INC | 0.008465 | ✓ |
| VENTAS INC REIT | 0.008303 |  |
| EXTRA SPACE STORAGE INC | 0.008252 | ✓ |
| KENVUE INC | 0.008206 | ✓ |
| AGCO CORP | 0.008148 | ✓ |
| WP CAREY INC | 0.008088 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.008071 | ✓ |
| REGIONS FINANCIAL CORP | 0.008057 | ✓ |
| Plains GP Holdings LP LTD PARTNER INT CL A NEW IN | 0.007900 |  |
| VIKING HOLDINGS LTD | 0.007749 |  |
| JACOBS SOLUTIONS INC | 0.007674 |  |
| ATMOS ENERGY CORP | 0.007626 |  |
| EQUITY LIFESTYLE PPTYS INC | 0.007531 | ✓ |
| EASTMAN CHEMICAL CO | 0.007517 | ✓ |
| VICI PROPERTIES | 0.007473 |  |
| GLOBAL PAYMENTS INC | 0.007402 |  |
| ENTEGRIS INC | 0.007396 | ✓ |
| Aptiv PLC | 0.007350 |  |

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

| Security | Weight | Shared |
|----------|--------|--------|
| CORNING INC | 0.009442 | ✓ |
| VERTIV HOLDINGS CO | 0.008451 |  |
| WESTERN DIGITAL CORP | 0.008178 |  |
| MARVELL TECHNOLOGY INC | 0.008000 |  |
| SANDISK CORPORATION | 0.007976 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.007698 | ✓ |
| QUANTA SVCS INC | 0.007396 |  |
| CUMMINS INC | 0.006791 |  |
| ROSS STORES INC | 0.006458 | ✓ |
| WARNER BROS DISCOVERY INC | 0.006256 |  |
| GENERAL MOTORS CO | 0.006229 |  |
| SEMPRA ENERGY | 0.005993 | ✓ |
| BAKER HUGHES CO | 0.005656 | ✓ |
| TE CONNECTIVITY PLC | 0.005656 | ✓ |
| PACCAR INC | 0.005587 | ✓ |
| TRUIST FINL CORP | 0.005404 |  |
| REALTY INCOME CORP REIT | 0.005356 |  |
| CIENA CORP | 0.005296 |  |
| DOMINION ENERGY INC | 0.005222 |  |
| TARGET CORP | 0.005111 |  |
| FASTENAL CO | 0.005003 |  |
| MONOLITHIC POWER SYS INC | 0.004926 |  |
| EXELON CORP | 0.004895 |  |
| XCEL ENERGY INC | 0.004810 |  |
| AMETEK INC NEW | 0.004783 |  |
| LUMENTUM HOLDINGS INC | 0.004742 |  |
| OCCIDENTAL PETROLEUM CORP | 0.004708 |  |
| COMFORT SYSTEMS USA INC | 0.004675 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.004648 |  |
| ELECTRONIC ARTS INC | 0.004568 |  |
| KROGER CO | 0.004546 |  |
| EDWARDS LIFESCIENCES CORP | 0.004497 |  |
| TERADYNE INC | 0.004487 |  |
| UNITED RENTALS INC | 0.004391 |  |
| BECTON DICKINSON and CO | 0.004373 | ✓ |
| ALNYLAM PHARMACEUTICALS INC | 0.004360 |  |
| IDEXX LABS INC | 0.004308 |  |
| DELTA AIR LI | 0.004303 | ✓ |
| FORD MOTOR CO | 0.004290 |  |
| YUM! BRANDS INC | 0.004280 |  |
| FERGUSON ENTERPRISES INC | 0.004270 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.004190 | ✓ |
| CONSOLIDATED EDISON INC | 0.004153 |  |
| PUB SERV ENTERP | 0.004051 | ✓ |
| CBRE GROUP INC - CL A | 0.003985 |  |
| DATADOG INC CL A | 0.003951 |  |
| FIFTH THIRD BANCORP | 0.003940 | ✓ |
| ROCKWELL AUTOMATION INC | 0.003929 |  |
| NUCOR CORP | 0.003917 | ✓ |
| MSCI INC | 0.003878 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050726` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/911637/000141036826050726/0001410368-26-050726-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050758` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1105446/000141036826050758/0001410368-26-050758-index.htm>

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