# Portfolio overlap — HOORX vs LSSIX

Comparing **Hartford Schroders US Small Cap Opportunities Fund** (2026-01-31) and **Loomis Sayles Small Cap Growth Fund** (2026-03-31).

- Shared positions: 14
- Hartford Schroders US Small Cap Opportunities Fund covered by Loomis Sayles Small Cap Growth Fund: 0.1449147042718467052432181916
- Loomis Sayles Small Cap Growth Fund covered by Hartford Schroders US Small Cap Opportunities Fund: 0.1449147042718467052432181916

## Hartford Schroders US Small Cap Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ICU MEDICAL INC | 0.028043 |  |
| VIAVI SOLUTIONS INC | 0.026561 | ✓ |
| MOOG INC-CLASS A | 0.022165 |  |
| FIRST BANCORP/NC | 0.021305 |  |
| HEXCEL CORPORATION | 0.020444 | ✓ |
| NOVANTA INC | 0.018853 |  |
| MCGRATH RENTCORP | 0.018469 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.017486 | ✓ |
| PERELLA WEINBERG PARTNERS | 0.017370 |  |
| SEACOAST BANKING CORP FLORIDA | 0.016707 |  |
| BALCHEM CORP | 0.016535 |  |
| PATRICK INDUSTRIES INC | 0.016373 | ✓ |
| ESCO TECHNOLOGIES INC | 0.016248 | ✓ |
| QCR HOLDINGS INC | 0.015913 |  |
| SEMTECH CORP | 0.015815 |  |
| MIRION TECHNOLOGIES INC-A | 0.015724 | ✓ |
| HELIOS TECHNOLOGIES INC | 0.015655 |  |
| ENPRO INDUSTRIES INC | 0.015629 |  |
| US PHYSICAL THERAPY INC | 0.015264 |  |
| MODINE MFG CO | 0.014930 | ✓ |
| V2X INC | 0.014893 |  |
| MATERION CORP | 0.014770 |  |
| LIVERAMP HOLDINGS INC | 0.014743 |  |
| CAVCO INDUSTRIES INC | 0.014036 |  |
| MSA SAFETY INC | 0.013900 |  |
| ESAB CORP | 0.013861 |  |
| CIENA CORP | 0.013692 |  |
| TERRENO REALTY CORP | 0.013649 |  |
| PRIMORIS SVCS CORP | 0.013607 |  |
| HAYWARD HOLDINGS INC | 0.013421 |  |
| CHURCHILL DOWNS INC | 0.013175 |  |
| ASGN INC | 0.013020 |  |
| SOUTHSTATE BANK CORP | 0.012748 |  |
| LUMENTUM HOLDINGS INC | 0.012671 |  |
| SIMPSON MFG | 0.012429 |  |
| CHEFS WAREHOUSE INC | 0.012428 |  |
| FB FINANCIAL CORP | 0.012367 | ✓ |
| REPLIGEN CORP | 0.012205 |  |
| NEOGENOMICS INC | 0.012166 | ✓ |
| HOULIHAN LOKEY I | 0.012056 |  |
| AZENTA INC | 0.011864 |  |
| KIRBY CORP | 0.011862 |  |
| PERMIAN RESOURCES CORP CL A | 0.011657 |  |
| UL SOLUTIONS INC CL A | 0.010876 |  |
| AXIS CAPITAL HOLDINGS LTD | 0.010775 |  |
| UNITED COMMUNITY BANKS GA | 0.010750 |  |
| REINSURANCE GROUP OF AMERICA | 0.010702 |  |
| TRICO BANCSHARES | 0.010695 |  |
| BOX INC- CLASS A | 0.010357 |  |
| FIRST BANCORP PUERTO RICO | 0.010346 |  |

## Loomis Sayles Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ESCO TECHNOLOGIES INC | 0.024565 | ✓ |
| RBC BEARINGS INC | 0.022478 |  |
| ADV ENERGY INDS | 0.020944 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020811 | ✓ |
| LIGAND PHARMACEUTICALS | 0.020470 |  |
| ATI INC | 0.019652 |  |
| STERLING INFRASTRUCTURE INC | 0.019112 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.017480 |  |
| AAR CORP | 0.016739 |  |
| FIXED INC CLEARING CORP.REPO | 0.015539 |  |
| OCEANEERING INTL | 0.015123 |  |
| ESTABLISHMENT LABS HOLDINGS INC | 0.015052 |  |
| VITA COCO CO INC/THE | 0.014924 |  |
| OSI SYSTEMS INC | 0.014763 |  |
| EVERUS CONSTRUCTION GROUP INC | 0.014761 |  |
| PATRICK INDUSTRIES INC | 0.014519 | ✓ |
| MYR GROUP INC/DELAWARE | 0.013942 |  |
| MERCURY SYSTEMS INC | 0.013676 |  |
| MAREX GROUP PLC | 0.013317 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.013025 |  |
| LIFE TIME GROUP HOLDINGS INC | 0.013019 |  |
| ONESPAWORLD HOLDINGS LTD | 0.012891 |  |
| ARCOSA INC | 0.012867 |  |
| HEXCEL CORPORATION | 0.012809 | ✓ |
| SUPERNUS PHARMACEUTICALS INC | 0.012771 |  |
| MIRUM PHARMACEUTICALS INC | 0.012748 |  |
| AXSOME THERAPEUTICS INC | 0.012590 |  |
| ALKERMES PLC | 0.012490 |  |
| ENSIGN GROUP INC | 0.012058 |  |
| PJT PARTNERS INC | 0.011989 | ✓ |
| CALIX NETWORKS INC | 0.011960 |  |
| PIPER SANDLER CO | 0.011920 |  |
| EXTREME NETWORKS INC | 0.011901 |  |
| HEALTHEQUITY INC | 0.011794 |  |
| RHYTHM PHARMACEUTICALS INC | 0.011741 |  |
| CACTUS INC CL A | 0.011603 | ✓ |
| VIAVI SOLUTIONS INC | 0.011373 | ✓ |
| GRAND CANYON EDUCATION INC | 0.011281 |  |
| RADNET INC | 0.011135 |  |
| CASELLA WASTE SYS INC CL A | 0.010749 | ✓ |
| ARTIVION INC | 0.010428 |  |
| RAMBUS INC | 0.010396 |  |
| GUARDIAN PHARMACY SERVICES INC | 0.010200 |  |
| YETI HOLDINGS INC | 0.010190 |  |
| MIRION TECHNOLOGIES INC-A | 0.010040 | ✓ |
| BOOT BARN HOLDINGS INC | 0.009802 |  |
| HURON CONSULTING GROUP INC | 0.009632 |  |
| XENON PHARMACEUTICALS INC | 0.009537 |  |
| MODINE MFG CO | 0.009481 | ✓ |
| FB FINANCIAL CORP | 0.009339 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030424` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/49905/000141036826030424/0001410368-26-030424-index.htm>
- N-PORT (fund B) — accession `0001410368-26-056145` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/872649/000141036826056145/0001410368-26-056145-index.htm>

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