# Portfolio overlap — SMDIX vs MMID

Comparing **Hartford Schroders US MidCap Opportunities Fund** (2026-01-31) and **MFS Active Mid Cap ETF** (2026-02-28).

- Shared positions: 16
- Hartford Schroders US MidCap Opportunities Fund covered by MFS Active Mid Cap ETF: 0.1715331829539623693739727829
- MFS Active Mid Cap ETF covered by Hartford Schroders US MidCap Opportunities Fund: 0.1715331829539623693739727829

## Hartford Schroders US MidCap Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| RENTOKIL-SP ADR | 0.028271 |  |
| ARAMARK | 0.024383 | ✓ |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.023975 |  |
| BWX TECHNOLOGIES INC | 0.022836 |  |
| ESTEE LAUDER COS INC CL A | 0.021375 |  |
| ASSURANT INC | 0.020225 | ✓ |
| DOVER CORP | 0.019604 |  |
| HEXCEL CORPORATION | 0.019507 |  |
| COHERENT CORP | 0.019438 |  |
| RALPH LAUREN CORP | 0.019375 |  |
| ENTEGRIS INC | 0.019234 | ✓ |
| EPAM SYSTEMS INC | 0.019055 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.018156 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.018036 |  |
| BURLINGTON STORES INC | 0.017881 | ✓ |
| CIENA CORP | 0.017755 |  |
| HUBBELL INC | 0.017663 | ✓ |
| RAYMOND JAMES FINANCIAL INC. | 0.016830 | ✓ |
| TECHNIPFMC PLC | 0.016759 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.016497 |  |
| REGAL REXNORD CORP | 0.016311 |  |
| ALLIANT ENERGY CORPORATION | 0.016248 | ✓ |
| MARVELL TECHNOLOGY INC | 0.016048 |  |
| TRANE TECHNOLOGIES PLC | 0.015988 |  |
| BIO-TECHNE CORP | 0.015868 | ✓ |
| IDEX CORPORATION | 0.015863 |  |
| METTLER-TOLEDO INTL INC | 0.015850 |  |
| VENTAS INC REIT | 0.015751 |  |
| MASIMO CORP | 0.015682 |  |
| REINSURANCE GROUP OF AMERICA | 0.015517 |  |
| EVERCORE INC A | 0.015353 |  |
| DIAMONDBACK ENERGY INC | 0.015269 | ✓ |
| WEST PHARMACEUTICAL SVCS INC | 0.015252 |  |
| UMB FINANCIAL CORP | 0.014739 |  |
| AMEREN CORP | 0.014710 | ✓ |
| CHURCHILL DOWNS INC | 0.014262 |  |
| LEIDOS HOLDINGS INC | 0.013983 |  |
| EAST WEST BNCRP | 0.013955 |  |
| WASTE CONNECTIONS INC | 0.013652 |  |
| VERALTO CORP | 0.013492 |  |
| VERISK ANALYTICS INC | 0.013429 |  |
| LAMAR ADVERTISING CO CL A | 0.013386 |  |
| CH ROBINSON WORLDWIDE INC | 0.013285 | ✓ |
| PTC INC | 0.013111 |  |
| HERSHEY CO/THE | 0.012955 |  |
| BRIXMOR PROPERTY | 0.012881 |  |
| TWILIO INC CLASS A | 0.012710 |  |
| CMS ENERGY CORP | 0.012708 |  |
| HYATT HOTELS CORP CL A | 0.012566 | ✓ |
| ZEBRA TECHNOLOGIES CORP CL A | 0.012543 |  |

## MFS Active Mid Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ROSS STORES INC | 0.016551 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.015175 |  |
| DIAMONDBACK ENERGY INC | 0.014678 | ✓ |
| CHENIERE ENERGY INC | 0.014456 |  |
| GLOBAL PAYMENTS INC | 0.013957 |  |
| NVENT ELECTRIC PLC | 0.013609 |  |
| LITTELFUSE INC | 0.013509 |  |
| NORDSON CORP | 0.013496 |  |
| ELEMENT SOLUTIONS INC | 0.013315 |  |
| ALLIANT ENERGY CORPORATION | 0.013309 | ✓ |
| KENVUE INC | 0.013264 |  |
| WW GRAINGER INC | 0.013162 |  |
| BURLINGTON STORES INC | 0.012938 | ✓ |
| PERMIAN RESOURCES CORP CL A | 0.012828 |  |
| AVERY DENNISON CORP | 0.012794 |  |
| PPL CORPORATION | 0.012699 |  |
| EQUITY LIFESTYLE PPTYS INC | 0.012613 |  |
| BALL CORP | 0.012607 |  |
| AMEREN CORP | 0.012591 | ✓ |
| SITEONE LANDSCAPE SUPPLY INC | 0.012541 |  |
| M&T BANK CORP | 0.012474 |  |
| WATERS CORP | 0.012374 |  |
| MICROCHIP TECHNOLOGY | 0.012301 |  |
| ATMOS ENERGY CORP | 0.012171 |  |
| US FOODS HOLDING CORP | 0.011849 |  |
| EQT CORPORATION | 0.011770 | ✓ |
| ENTEGRIS INC | 0.011676 | ✓ |
| STERIS PLC | 0.011606 |  |
| HYATT HOTELS CORP CL A | 0.011444 | ✓ |
| SAIA INC | 0.011334 |  |
| AGILENT TECHNOLOGIES INC | 0.011198 |  |
| MSCI INC | 0.010958 |  |
| BIO-TECHNE CORP | 0.010854 | ✓ |
| FIDELITY NATL INFORM SVCS INC | 0.010808 |  |
| VULCAN MATERIALS CO | 0.010693 |  |
| PENTAIR PLC | 0.010645 |  |
| RAYMOND JAMES FINANCIAL INC. | 0.010561 | ✓ |
| ASSURANT INC | 0.010560 | ✓ |
| James Hardie Industries Public Limited Company | 0.010546 |  |
| WILLIS TOWERS WATSON PLC | 0.010527 |  |
| ALLEGION PLC | 0.010500 |  |
| PG&E CORP | 0.010486 |  |
| AMERICAN WATER WRKS COMPANY | 0.010427 |  |
| ALIGN TECHNOLOGY INC | 0.010393 |  |
| SELECTIVE INSURANCE GROUP INC | 0.010307 |  |
| OTIS WORLDWIDE CORP | 0.010288 |  |
| PROSPERITY BNCSH | 0.010251 |  |
| VALERO ENERGY CORP | 0.010196 | ✓ |
| BECTON DICKINSON and CO | 0.010146 |  |
| COGNIZANT TECH SOLUTIONS CL A | 0.009983 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030429` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/49905/000141036826030429/0001410368-26-030429-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040063` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/2018846/000141036826040063/0001410368-26-040063-index.htm>

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