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Calvert Fund

CIK: 0000701039 Equity
Report date: 2026-02-27
AUM $1.3B
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

31 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AKAM AKAMAI TECHNOLOGIES INC Since 2026-05-10 00971TAN1 Debt
0.04%
$0.48 490,000
2 ALLY ALLY FINANCIAL INC Since 2026-05-10 02005NBM1 Debt
0.22%
$2.92 2,935,000
3 APO APOLLO GLOBAL MANAGEMENT Since 2026-05-10 03769MAE6 Debt
0.22%
$2.95 2,940,000
4 BMO BANK OF MONTREAL Since 2026-05-10 06368LQ58 Debt
0.18%
$2.48 2,331,000
5 DDOG DATADOG INC Since 2026-05-10 23804LAD5 Debt
0.04%
$0.56 560,000
6 DOCN DIGITALOCEAN HOLDINGS Since 2026-05-10 25402DAC6 Debt
0.05%
$0.71 500,000
7 D DOMINION ENERGY INC Since 2026-05-10 25746UDZ9 Debt
0.17%
$2.26 2,250,000
8 EPR EPR PROPERTIES Since 2026-05-10 26884UAE9 Debt
0.19%
$2.55 2,526,000
9 EPR EPR PROPERTIES Since 2026-05-10 26884UAF6 Debt
0.06%
$0.84 869,000
10 EPR EPR PROPERTIES Since 2026-05-10 26884UAG4 Debt
0.13%
$1.79 1,930,000
11 ACT ENACT HOLDINGS INC Since 2026-05-10 29249EAA7 Debt
0.38%
$5.05 4,820,000
12 ESNT ESSENT GROUP LTD Since 2026-05-10 29669JAA7 Debt
0.07%
$0.92 879,000
13 FITB FIFTH THIRD BANCORP Since 2026-05-10 316773DJ6 Debt
0.23%
$3.12 3,000,000
14 FTRE FORTREA HOLDINGS INC Since 2026-05-10 34965KAA5 Debt
0.12%
$1.65 1,608,000
15 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280DR7 Debt
0.32%
$4.24 4,008,000
16 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PDX1 Debt
0.51%
$6.91 6,557,000
17 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PFD3 Debt
0.56%
$7.54 7,556,000
18 KKR KKR & CO INC Since 2026-05-10 48251WAB0 Debt
0.22%
$2.89 2,890,000
19 LUMN Lumen Technologies Inc Since 2026-05-10 55024EAF2 LON
0.05%
$0.67 671,727
20 LUMN Lumen Technologies Inc Since 2026-05-10 55024EAG0 LON
0.05%
$0.67 671,727
21 MRX MAREX GROUP PLC Since 2026-05-10 566539AA0 Debt
0.35%
$4.67 4,503,000
22 MBC MASTERBRAND INC Since 2026-05-10 57638PAA2 Debt
0.18%
$2.38 2,294,000
23 NMIH NMI HOLDINGS Since 2026-05-10 629209AC1 Debt
0.09%
$1.26 1,212,000
24 OTEX Open Text Corporation Since 2026-05-10 68371YAP8 LON
0.15%
$2.07 2,066,455
25 QRVO QORVO INC Since 2026-05-10 74736KAJ0 Debt
0.49%
$6.57 7,075,000
26 RPRX ROYALTY PHARMA PLC Since 2026-05-10 78081BAU7 Debt
0.09%
$1.17 1,161,000
27 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452JAD1 Debt
0.03%
$0.42 435,000
28 SAH SONIC AUTOMOTIVE INC Since 2026-05-10 83545GBE1 Debt
0.18%
$2.42 2,500,000
29 TCBI TEXAS CAPITAL BANCSHARES Since 2026-05-10 88224QAA5 Debt
0.26%
$3.50 3,542,000
30 UBS UBS GROUP AG Since 2026-05-10 902613BF4 Debt
0.26%
$3.47 3,150,000
31 UBS UBS GROUP AG Since 2026-05-10 90352JAC7 Debt
0.13%
$1.69 1,685,000