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 Moderate Allocation Fund Calvert Social Investment Fund · 21 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 Moderate Allocation Fund |
|---|---|
| Calvert US Large Cap Growth Responsible Index Fund | 16.92 % |
| Calvert US Large Cap Core Responsible Index Fund | 15.94 % |
| Calvert Bond Fund | 14.32 % |
| Calvert Core Bond Fund | 9.30 % |
| Calvert US Large Cap Value Responsible Index Fund | 6.74 % |
| Calvert International Responsible Index Fund | 6.57 % |
| Calvert International Equity Fund | 5.15 % |
| Calvert Equity Fund | 5.04 % |
| Calvert Emerging Markets Advancement Fund | 4.12 % |
| Calvert Mortgage Access Fund | 4.03 % |
| Calvert Flexible Bond Fund | 2.12 % |
| Calvert High Yield Bond Fund | 1.84 % |
| Calvert Emerging Markets Equity Fund | 1.76 % |
| Calvert Floating-Rate Advantage Fund | 1.75 % |
| Calvert Small Cap Fund | 1.57 % |
| Calvert US Mid Cap Core Responsible Index Fund | 1.06 % |
| Calvert Ultra-Short Duration Income Fund | 0.53 % |
| Calvert Small/Mid-Cap Fund | 0.48 % |
| Calvert Focused Value Fund | 0.12 % |
| Calvert International Opportunities Fund | 0.00 % |
| Calvert Short-Duration Income Fund | 0.00 % |
1 funds, 21 lines read.