Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX cheaper | 63% | 0.57% | Calvert Research and Management |
| 2 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX cheaper | 50% | 0.46% | Calvert Research and Management |
| 3 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX cheaper diff. adviser | 50% | 0.43% | Boston Management and Research |
| 4 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX cheaper | 39% | 0.46% | Calvert Research and Management |
| 5 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 37% | 0.32% | — |
| 6 | Core Bond Portfolio diff. adviser | 36% | — | Boston Management and Research |
| 7 | Calvert Short Duration Income Fund · CSDAX, CDICX, CDSIX, CDSRX cheaper | 32% | 0.45% | Calvert Research and Management |
| 8 | Eaton Vance Short Duration Income ETF cheaper | 29% | 0.24% | — |
| 9 | Calvert Balanced Fund · CSIFX, CSGCX, CBAIX, CBARX cheaper | 24% | 0.60% | Calvert Research and Management |
| 10 | Calvert VP SRI Balanced Portfolio | 22% | 0.64% | Calvert Research and Management |
| 11 | Eaton Vance Income Opportunities ETF · XAGG cheaper | 15% | 0.50% | — |
| 12 | Corporate Bond Portfolio · MIGAX, MPFDX, MGILX, MSBOX diff. adviser | 13% | 0.65% | Morgan Stanley Investment Management Inc. |
| 13 | Eaton Vance High Yield ETF · EVHY cheaper | 13% | 0.48% | — |
| 14 | Eaton Vance Preferred Securities and Income ETF cheaper | 11% | 0.39% | — |
| 15 | Calvert High Yield Bond Fund · CYBAX, CHBCX, CYBIX, CYBRX | 11% | 0.71% | Calvert Research and Management |
| 16 | Eaton Vance Multi-Asset Credit Fund · EAAMX, EIAMX, ECAMX diff. adviser | 11% | 0.67% | Eaton Vance Management |
| 17 | Parametric Commodity Strategy Fund · EIPCX, EAPCX diff. adviser | 10% | 0.67% | Eaton Vance Management |
| 18 | Global Macro Portfolio diff. adviser | 10% | — | Boston Management and Research |
| 19 | Emerging Markets Local Income Portfolio diff. adviser | 10% | — | Boston Management and Research |
| 20 | International Income Portfolio diff. adviser | 10% | — | Boston Management and Research |
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