# Portfolio overlap — HOORX vs VSEIX

Comparing **Hartford Schroders US Small Cap Opportunities Fund** (2026-01-31) and **JPMorgan Small Cap Equity Fund** (2026-03-31).

- Shared positions: 17
- Hartford Schroders US Small Cap Opportunities Fund covered by JPMorgan Small Cap Equity Fund: 0.1595139885006546859075874084
- JPMorgan Small Cap Equity Fund covered by Hartford Schroders US Small Cap Opportunities Fund: 0.1595139885006546859075874084

## 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 |  |

## JPMorgan Small Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Prime Money Market Fund, IM Shares | 0.027764 |  |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.026752 |  |
| ELEMENT SOLUTIONS INC | 0.016085 | ✓ |
| HAYWARD HOLDINGS INC | 0.015710 | ✓ |
| MODINE MFG CO | 0.014907 | ✓ |
| MSA SAFETY INC | 0.014577 | ✓ |
| FABRINET | 0.014031 |  |
| RBC BEARINGS INC | 0.013824 |  |
| EVERCORE INC A | 0.013608 |  |
| COLLIERS-SUBORD | 0.013550 |  |
| BADGER METER INC | 0.013167 |  |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.012925 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.012907 | ✓ |
| LOAR HOLDINGS INC | 0.012904 |  |
| NOVANTA INC | 0.012848 | ✓ |
| APPLIED INDU TEC | 0.012820 |  |
| STEPSTONE GROUP INC CLASS A | 0.012581 |  |
| CULLEN FROST BANKERS INC | 0.012552 |  |
| WINTRUST FINL | 0.012456 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.012365 |  |
| ENVISTA HOLDINGS CORP | 0.012319 |  |
| CORE & MAIN IN-A | 0.012293 |  |
| PLANET FITNESS INC CL A | 0.012000 |  |
| MORNINGSTAR INC | 0.011943 |  |
| KINSALE CAPITAL GROUP INC | 0.011937 |  |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.011869 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.011844 | ✓ |
| MARKETAXESS HLDGS INC | 0.011841 |  |
| CUSHMAN and WAKEFIELD LTD | 0.011659 |  |
| WYNDHAM HOTELS and RESORTS INC | 0.011540 |  |
| HEALTHEQUITY INC | 0.011386 |  |
| FIRST HORIZON CORP | 0.011262 |  |
| SM ENERGY CO | 0.011114 |  |
| COMMERCE BCSHS | 0.011044 |  |
| POOL CORP | 0.010979 |  |
| ENCOMPASS HEALTH CORP | 0.010694 |  |
| Russell 2000 ETF | 0.010518 |  |
| BALCHEM CORP | 0.010263 | ✓ |
| POWER INTEGRATIONS INC | 0.010122 |  |
| MIDDLEBY CORP | 0.009990 |  |
| PRIMO BRANDS CORP A | 0.009717 |  |
| ALLEGRO MICROSYSTEMS INC | 0.009711 |  |
| ICU MEDICAL INC | 0.009692 | ✓ |
| SOLSTICE ADV MAT | 0.009650 |  |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.009489 |  |
| WSFS FINANCIAL CORP | 0.009255 |  |
| PERIMETER SOLUTIONS SA | 0.008966 |  |
| HILLMAN SOLUTIONS CORP | 0.008930 |  |
| PERFORMANCE FOOD GROUP CO | 0.008924 |  |
| EAGLE MATERIALS INC | 0.008765 |  |


## 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 `0002071691-26-012728` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012728/0002071691-26-012728-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_