# Portfolio overlap — HOORX vs MNDAX

Comparing **Hartford Schroders US Small Cap Opportunities Fund** (2026-01-31) and **MFS New Discovery Fund** (2026-02-28).

- Shared positions: 16
- Hartford Schroders US Small Cap Opportunities Fund covered by MFS New Discovery Fund: 0.1574273770726869991944382249
- MFS New Discovery Fund covered by Hartford Schroders US Small Cap Opportunities Fund: 0.1574273770726869991944382248

## 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 |  |

## MFS New Discovery Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Institutional Money Market Portfolio, Class A | 0.048841 |  |
| ADV ENERGY INDS | 0.028789 |  |
| LIGAND PHARMACEUTICALS | 0.022585 |  |
| QXO INC | 0.022103 |  |
| MODINE MFG CO | 0.019083 | ✓ |
| NVENT ELECTRIC PLC | 0.018559 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.018365 | ✓ |
| BIO-TECHNE CORP | 0.018005 |  |
| LITTELFUSE INC | 0.016102 |  |
| FLOWSERVE CORP | 0.015273 |  |
| NLIGHT INC | 0.015106 |  |
| CHEFS WAREHOUSE INC | 0.014864 | ✓ |
| LEGENCE CORP-A | 0.014672 |  |
| JFROG LTD | 0.014643 |  |
| CRANE CO | 0.014622 |  |
| XPO LOGISTICS INC | 0.014595 |  |
| PRIMORIS SVCS CORP | 0.014570 | ✓ |
| TOPBUILD CORP | 0.014419 |  |
| INTEGER HOLDINGS CORP | 0.013655 |  |
| CACI INTL-A | 0.013492 |  |
| TERRENO REALTY CORP | 0.013478 | ✓ |
| FORMFACTOR INC | 0.013443 |  |
| KNIFE RIVER HOLDING CO W/I | 0.013427 |  |
| LEONARDO DRS INC | 0.013363 |  |
| TTM TECHNOLOGIES INC | 0.013066 |  |
| CHARLES RIVER LABS INTL INC | 0.012822 |  |
| HAMILTON LANE INC - A | 0.012721 |  |
| BLOOM ENERGY CORP CL A | 0.011940 |  |
| James Hardie Industries Public Limited Company | 0.011770 |  |
| IONIS PHARMACEUTICALS INC | 0.011770 |  |
| PATRICK INDUSTRIES INC | 0.011398 | ✓ |
| WAYSTAR HOLDING CORP | 0.011287 |  |
| SCHRODINGER INC | 0.011073 |  |
| ELEMENT SOLUTIONS INC | 0.010925 | ✓ |
| TECHNIPFMC PLC | 0.010782 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.010756 |  |
| PJT PARTNERS INC | 0.010629 | ✓ |
| COLLEGIUM PHARMACEUTICAL INC | 0.010629 |  |
| SIMPSON MFG | 0.010467 | ✓ |
| BRUNSWICK CORP | 0.010394 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.010126 |  |
| STANDARDAERO INC | 0.009388 |  |
| Ascendis Pharma A/S | 0.008981 |  |
| WISDOMTREE INVESTMENTS INC | 0.008935 |  |
| GLOBUS MEDICAL INC | 0.008670 |  |
| ALKAMI TECHNOLOGY INC | 0.008604 |  |
| GENIUS SPORTS LTD | 0.008525 |  |
| BIRKENSTOCK HOLDING LTD | 0.008427 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.008406 | ✓ |
| AMPRIUS TECHNOLOGIES INC | 0.008238 |  |


## 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 `0001410368-26-040078` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/798244/000141036826040078/0001410368-26-040078-index.htm>

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