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 Core Bond Fund · CLDIX, CLDAX, CLDRX | 53% | 0.46% | Calvert Research and Management |
| 2 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX | 50% | 0.61% | Calvert Research and Management |
| 3 | Core Bond Portfolio diff. adviser | 50% | — | Boston Management and Research |
| 4 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX cheaper diff. adviser | 46% | 0.43% | Boston Management and Research |
| 5 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX | 46% | 0.57% | Calvert Research and Management |
| 6 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 41% | 0.32% | — |
| 7 | Calvert Short Duration Income Fund · CSDAX, CDICX, CDSIX, CDSRX cheaper | 34% | 0.45% | Calvert Research and Management |
| 8 | Calvert Balanced Fund · CSIFX, CSGCX, CBAIX, CBARX | 33% | 0.60% | Calvert Research and Management |
| 9 | Calvert VP SRI Balanced Portfolio | 32% | 0.64% | Calvert Research and Management |
| 10 | Eaton Vance Short Duration Income ETF cheaper | 27% | 0.24% | — |
| 11 | Eaton Vance Income Opportunities ETF · XAGG | 16% | 0.50% | — |
| 12 | Calvert Green Bond Fund · CGAFX, CGBIX, CBGRX cheaper | 11% | 0.43% | Calvert Research and Management |
| 13 | Parametric Commodity Strategy Fund · EIPCX, EAPCX diff. adviser | 10% | 0.67% | Eaton Vance Management |
| 14 | Grant Park Multi Alternative Strategies Fund · GPAAX, GPACX, GPAIX, GPANX diff. adviser | 10% | 1.58% | Dearborn Capital Management |
| 15 | Grant Park Dynamic Allocation Fund diff. adviser | 10% | 1.68% | Dearborn Capital Management |
| 16 | Global Macro Portfolio diff. adviser | 10% | — | Boston Management and Research |
| 17 | Morgan Stanley Long Duration Government Opportunities Fund · USGAX, USGCX, USGDX, MSGVX diff. adviser | 10% | 0.49% | Morgan Stanley Investment Management Inc. |
| 18 | Emerging Markets Local Income Portfolio diff. adviser | 10% | — | Boston Management and Research |
| 19 | International Income Portfolio diff. adviser | 10% | — | Boston Management and Research |
| 20 | Dunham Dynamic Macro Fund · DAAVX, DCAVX, DNAVX diff. adviser | 10% | 1.50% | Dunham & Associates Investment Counsel, Inc. |
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