Funds holding Calvert Core Bond Fund
3 funds declare a position · 0 ETFs and 3 other funds · 86.4M $ · US1315823302
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Calvert Conservative Allocation Fund Calvert Social Investment Fund | 2,524,508 | 39.8M $ | 18.07 % | as of Mar 31, 2026 · Original filing |
| 2 | Calvert Moderate Allocation Fund Calvert Social Investment Fund | 2,193,182 | 34.6M $ | 9.30 % | as of Mar 31, 2026 · Original filing |
| 3 | Calvert Growth Allocation Fund Calvert Social Investment Fund | 761,484 | 12M $ | 3.45 % | as of Mar 31, 2026 · Original filing |
Institutional managers
2 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| McIlrath & Eck, LLC | 5,960 | 93.9K $ | as of Mar 31, 2026 |
| Financial Gravity Asset Management, Inc. | 1,569 | 24.7K $ | as of Mar 31, 2026 |