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 Growth Allocation Fund · CAAAX, CAACX, CAGIX, CGARX cheaper | 75% | 0.61% | Calvert Research and Management |
| 2 | Calvert Conservative Allocation Fund · CCLAX, CALCX, CFAIX, CAARX | 70% | 0.73% | Calvert Research and Management |
| 3 | ESG Diversified Portfolio cheaper diff. adviser | 3% | 0.59% | Pacific Life Fund Advisors LLC |
| 4 | ESG Diversified Growth Portfolio cheaper diff. adviser | 3% | 0.59% | Pacific Life Fund Advisors LLC |
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