Fund comparison · from official SEC filings
CAARX vs CAMRX: how much do they overlap?
Calvert Conservative Allocation Fund and Calvert Moderate Allocation Fund
vs
CAARX and CAMRX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
CAARX
CAMRX
C
CBORXCALVERT BOND FIND-R6
26.96%
14.35%
C
CLDIXCALVERT CORE BOND FUND-I
18.14%
9.32%
C
CLGRXCALVERT US L/C GR RES INX-R6
9.23%
16.96%
C
CSXRXCALVERT US LG CP CORE RSP-R6
8.99%
15.98%
C
CMMIXCALVERT MORTGAGE ACCESS-I
7.07%
4.04%
C
CLVRXCALVERT US L/C VL RES INX-R6
3.44%
6.75%
C
CDHRXCALVERT INTL RESP INDX-R6
3.55%
6.59%
C
CIESXCALVERT INTERNATIONAL EQ-R6
2.63%
5.16%
C
CEYRXCALVERT EQUITY FUND-R6
2.66%
5.05%
C
CEFIXCLVRT EMRG MRKT ADVNCM-I
2.03%
4.13%
C
CUBRXCALVERT FLEXIBLE BOND-R6
3.92%
2.13%
?
—Calvert Floating-Rate Advantage Fund
3.45%
1.75%
C
CYBRXCALVERT HIGH YIELD BOND-R6
3.37%
1.84%
C
CVMRXCALVERT EMERG MRKTS EQTY-R6
0.89%
1.76%
C
CALRXCALVERT SMALL CAP FUND-R6
0.78%
1.57%
C
CMCRXCALVERT US M/C COR RES IN-R6
0.54%
1.06%
C
CULRXCALVERT ULTRASHORT DURAT-R6
1.05%
0.53%
M
MVRXXMSILF GOVERNMENT-INST
0.81%
0.47%
C
CMCIXCALVERT SMALL/MID-CAP-I
0.51%
0.48%
?
—Calvert Focused Value Fund
0.06%
0.12%
C
COIRXCALVERT INTL OPPORT-R6
0.01%
0.00%
C
CDSRXCALVERT SHRT DUR INC-R6
0.00%
0.00%
?
—Chicago Board of Trade
-0.08%
-0.04%
Only in CAARX
Nothing exclusive.
Only in CAMRX
Nothing exclusive.
Hold CAARX and CAMRX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
CAMRX vs CAAAXCalvert Growth Allocation Fund
75% overlap
CAARX vs CAAAXCalvert Growth Allocation Fund
45% overlap
CAARX vs ACFIXWATER ISLAND CREDIT OPPORTUNITIES FUND
1% overlap
CAARX vs GPAAXGrant Park Multi Alternative Strategies Fund
1% overlap
CAARX vs CBAIXCalvert Balanced Fund
1% overlap
CAMRX vs ACFIXWATER ISLAND CREDIT OPPORTUNITIES FUND
0% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.