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 diff. adviser | 51% | 0.57% | Calvert Research and Management |
| 2 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX diff. adviser | 50% | 0.61% | Calvert Research and Management |
| 3 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX diff. adviser | 46% | 0.46% | Calvert Research and Management |
| 4 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 42% | 0.32% | — |
| 5 | Core Bond Portfolio | 38% | — | Boston Management and Research |
| 6 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX diff. adviser | 35% | 0.46% | Calvert Research and Management |
| 7 | Eaton Vance Short Duration Income ETF cheaper | 23% | 0.24% | — |
| 8 | Calvert Short Duration Income Fund · CSDAX, CDICX, CDSIX, CDSRX diff. adviser | 22% | 0.45% | Calvert Research and Management |
| 9 | Calvert Balanced Fund · CSIFX, CSGCX, CBAIX, CBARX diff. adviser | 22% | 0.60% | Calvert Research and Management |
| 10 | Calvert VP SRI Balanced Portfolio diff. adviser | 21% | 0.64% | Calvert Research and Management |
| 11 | Eaton Vance Income Opportunities ETF · XAGG | 17% | 0.50% | — |
| 12 | Eaton Vance High Yield ETF · EVHY | 11% | 0.48% | — |
| 13 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 11% | 0.24% | Empower Capital Management, LLC |
| 14 | Eaton Vance Mortgage Opportunities ETF · EVMO | 11% | 0.45% | — |
| 15 | Global Opportunities Portfolio | 11% | — | Boston Management and Research |
| 16 | Eaton Vance Ltd Duration Income Fund | 11% | — | — |
| 17 | NYLI Short Term Bond Fund · MIXIX, MIXNX, MIXAX, MIXMX cheaper diff. adviser | 11% | 0.40% | New York Life Investment Management LLC |
| 18 | Lazard US Short Duration Fixed Income Portfolio · UMNIX, UMNOX, RLSDX cheaper diff. adviser | 11% | 0.35% | Lazard Asset Management LLC |
| 19 | Allspring Income Plus ETF · AINP cheaper diff. adviser | 10% | 0.36% | Allspring Funds Management, LLC |
| 20 | Carillon Reams Core Bond Fund · CRCBX, CRCDX, SCCIX, CRCUX cheaper diff. adviser | 10% | 0.35% | Carillon Tower Advisers, Inc. |
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