Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Calvert Balanced Fund Calvert Social Investment Fund · 48 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Calvert Balanced Fund |
|---|---|
| NVIDIA Corp | 5.43 % |
| Alphabet Inc | 4.66 % |
| Apple Inc | 3.98 % |
| Microsoft Corp | 3.55 % |
| Amazon.com Inc | 2.91 % |
| Broadcom Inc | 2.44 % |
| JPMorgan Chase & Co | 1.93 % |
| Baker Hughes Co | 1.88 % |
| Coca-Cola Co/The | 1.77 % |
| Visa Inc | 1.65 % |
| Eli Lilly & Co | 1.59 % |
| AbbVie Inc | 1.35 % |
| Walmart Inc | 1.26 % |
| Eaton Corp PLC | 1.18 % |
| Lam Research Corp | 1.18 % |
| Netflix Inc | 1.17 % |
| Linde PLC | 1.13 % |
| Gilead Sciences Inc | 1.05 % |
| TJX Cos Inc/The | 1.00 % |
| Siemens Energy AG | 0.97 % |
| AMETEK Inc | 0.95 % |
| Analog Devices Inc | 0.94 % |
| Marriott International Inc/MD | 0.92 % |
| Amphenol Corp | 0.92 % |
| Waste Connections Inc | 0.90 % |
| Tradeweb Markets Inc | 0.87 % |
| Burlington Stores Inc | 0.83 % |
| Domino's Pizza Inc | 0.80 % |
| Motorola Solutions Inc | 0.80 % |
| Parker-Hannifin Corp | 0.76 % |
1 funds, 48 lines read.