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Fund comparison · from official SEC filings

CALRX vs FZIPX: how much do they overlap?

Calvert Small Cap Fund and Fidelity ZERO Extended Market Index Fund

Fund A

vs

Fund B

Holdings overlap

5%

of assets, by weight

Shared positions

62

of 67 / 2,180 holdings

CALRX expense ratio

0.86%

net, per year

FZIPX expense ratio

0.00%

net, per year

Shared holdings

Company

CALRX

FZIPX

C

CBUCOMMUNITY FINANCIAL SYSTEM I

3.33%

0.05%

C

CSWCSW INDUSTRIALS INC

3.19%

0.07%

F

FELEFRANKLIN ELECTRIC CO INC

3.13%

0.05%

V

VVVVALVOLINE INC

2.94%

0.06%

D

DORMDORMAN PRODUCTS INC

2.87%

0.04%

D

DIODDIODES INC

2.82%

0.07%

I

IDAIDACORP INC

2.80%

0.11%

D

DCIDONALDSON CO INC

2.77%

0.14%

E

EPRTESSENTIAL PROPERTIES REALTY

2.69%

0.09%

A

ARMKARAMARK

2.64%

0.17%

U

USPHU.S. PHYSICAL THERAPY INC

2.52%

0.02%

O

ONBOLD NATIONAL BANCORP

2.39%

0.12%

S

SSBSOUTHSTATE BANK CORP

2.35%

0.14%

W

WHWYNDHAM HOTELS & RESORTS INC

2.34%

0.09%

C

CBSHCOMMERCE BANCSHARES INC

2.28%

0.10%

K

KWRQUAKER CHEMICAL CORPORATION

2.23%

0.03%

B

BCPCBALCHEM CORP

2.16%

0.07%

A

AZZAZZ INC

2.00%

0.06%

P

POSTPOST HOLDINGS INC

1.99%

0.06%

C

CNMCORE & MAIN INC-CLASS A

1.87%

0.13%

H

HAYWHAYWARD HOLDINGS INC

1.85%

0.04%

E

EGPEASTGROUP PROPERTIES INC

1.84%

0.15%

A

AOSSMITH (A.O.) CORP

1.82%

0.10%

B

BMIBADGER METER INC

1.76%

0.05%

A

ATRAPTARGROUP INC

1.72%

0.11%

Only in CALRX

H

HGHAMILTON INSURANCE GROU-CL B

1.96%

D

DSGXDESCARTES SYSTEMS GRP/THE

1.43%

M

MVRXXMSILF GOVERNMENT-INST

1.04%

E

EQPTEQUIPMENTSHARE.COM INC-A

0.90%

?

—State Street Global Advisors

0.01%

Only in FZIPX

?

—Fidelity Revere Street Trust

4.17%

A

ALABASTERA LABS INC

0.36%

F

FNFABRINET

0.34%

N

NVTNVENT ELECTRIC PLC

0.32%

P

PEVERPURE INC-A

0.31%

B

BWXTBWX TECHNOLOGIES INC

0.28%

M

MKSIMKS INC

0.27%

L

LLOEWS CORP

0.27%

R

RBCRBC BEARINGS INC

0.26%

R

RDDTREDDIT INC-CL A

0.26%

A

AFRMAFFIRM HOLDINGS INC

0.26%

I

ITTITT INC

0.26%

N

NXTNEXTPOWER INC-CL A

0.25%

A

APGAPI GROUP CORP

0.24%

E

EWBCEAST WEST BANCORP INC

0.24%

S

SNXTD SYNNEX CORP

0.24%

T

TLNTALEN ENERGY CORP

0.24%

W

WCCWESCO INTERNATIONAL INC

0.24%

L

LSCCLATTICE SEMICONDUCTOR CORP

0.23%

A

AAALCOA CORP

0.23%

N

NLYANNALY CAPITAL MANAGEMENT IN

0.23%

T

TTMITTM TECHNOLOGIES

0.23%

R

ROLROLLINS INC

0.23%

P

PRPERMIAN RESOURCES CORP-CL A

0.22%

I

IONQIONQ INC

0.22%

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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.