# Portfolio overlap — UBVCX vs HSMAX

Comparing **Undiscovered Managers Behavioral Value Fund** (2026-03-31) and **HARTFORD SMALL CAP VALUE FUND** (2026-01-31).

- Shared positions: 15
- Undiscovered Managers Behavioral Value Fund covered by HARTFORD SMALL CAP VALUE FUND: 0.1187755675706899634356785184
- HARTFORD SMALL CAP VALUE FUND covered by Undiscovered Managers Behavioral Value Fund: 0.1187755675706899634356785183

## Undiscovered Managers Behavioral Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMCOR PLC | 0.048290 |  |
| HEALTHPEAK PROPERTIES INC | 0.042690 |  |
| JPMorgan Prime Money Market Fund, IM Shares | 0.032538 |  |
| OLD NATL BANCORP | 0.030940 |  |
| LKQ CORP | 0.026243 |  |
| PRIMO BRANDS CORP A | 0.023890 |  |
| SONOCO PRODUCTS CO | 0.023431 | ✓ |
| FNB CORP PA | 0.022999 | ✓ |
| DEVON ENERGY CORP | 0.022517 |  |
| CELANESE CORP | 0.021720 |  |
| WHITE MOUNTAINS INS GROUP LTD | 0.021418 |  |
| PORTLAND GENERAL ELECTRIC CO | 0.019361 |  |
| SENSATA TECHNOLOGIES HOLDING PLC | 0.019339 |  |
| UGI CORP NEW | 0.018101 | ✓ |
| RAYONIER INC REIT | 0.017797 |  |
| AGCO CORP | 0.017201 |  |
| Americold Realty Trust Inc | 0.016981 |  |
| GRAPHIC PACKAGING HOLDING CO | 0.016654 |  |
| KITE REALTY GROUP TRUST | 0.016182 |  |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.015249 |  |
| TELEFLEX INC | 0.015201 |  |
| ICU MEDICAL INC | 0.014774 |  |
| CABOT CORP | 0.014436 |  |
| CNO FINANCIAL GROUP INC | 0.014416 |  |
| SPIRE INC | 0.014077 | ✓ |
| REYNOLDS CONSUMER PRODUCTS INC | 0.013478 |  |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | 0.013446 |  |
| OLIN CORP | 0.013263 |  |
| DENTSPLY SIRONA INC | 0.012354 |  |
| PATTERSON-UTI ENERGY INC | 0.012340 |  |
| RESIDEO TECHNOLOGIES INC | 0.012283 |  |
| SILGAN HOLDINGS INC | 0.011950 |  |
| ADVANCE AUTO PARTS INC | 0.011763 |  |
| MAXIMUS INC | 0.011477 |  |
| BERKSHIRE HILLS BANCORP INC | 0.011397 |  |
| FIRST HAWAIIAN INC | 0.011008 | ✓ |
| BRINK'S CO/THE | 0.011005 |  |
| ENSIGN GROUP INC | 0.010589 |  |
| FIDELITY NATL INFORM SVCS INC | 0.010500 |  |
| GENTEX CORP | 0.010480 |  |
| MARRIOTT VACATIONS WORLD | 0.010426 |  |
| RANGE RESOURCES CORP | 0.010285 |  |
| KEMPER CORP | 0.010087 | ✓ |
| WASHINGTON FEDERAL INC | 0.009518 |  |
| GRANITE CONSTRUCTION INC | 0.009488 |  |
| ENVISTA HOLDINGS CORP | 0.008957 |  |
| EVEREST REINSURANCE GROUP LTD | 0.008858 |  |
| FLOWERS FOODS INC | 0.008519 |  |
| NCR ATLEOS CORP | 0.008348 |  |
| TEREX CORP | 0.008160 |  |

## HARTFORD SMALL CAP VALUE FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| iShares Trust RUSSELL 2000 VALUE ETF | 0.041017 |  |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.032824 |  |
| PHINIA INC | 0.020998 |  |
| MILLERKNOLL INC | 0.020794 | ✓ |
| KENNAMETAL INC | 0.020645 |  |
| STEVEN MADDEN LTD | 0.020531 |  |
| OMNICELL INC | 0.020290 |  |
| LEGGETT & PLATT | 0.019392 |  |
| QUAKER HOUGHTON | 0.019175 |  |
| SELECT WATER SOLUTIONS INC CL A | 0.019089 |  |
| HOME BANCSHARES INC | 0.019020 |  |
| RENASANT CORP | 0.018912 |  |
| ATLANTIC UNION B | 0.018590 |  |
| SPIRE INC | 0.018356 | ✓ |
| FIRST INTST BANCSYST INC CL A | 0.018012 |  |
| BREAD FINANCIAL HOLDINGS | 0.017997 |  |
| ADEIA INC | 0.017689 |  |
| RADIAN GROUP INC | 0.017481 | ✓ |
| CHOICE HOTELS INTL INC | 0.017253 |  |
| CVB FINANCIAL CORP | 0.017199 | ✓ |
| MALIBU BOATS INC CL A | 0.017171 |  |
| SIMMONS FIRST -A | 0.017024 | ✓ |
| ICHOR HOLDINGS LTD | 0.016711 |  |
| KINETIK HOLDINGS INC | 0.016707 |  |
| FNB CORP PA | 0.016694 | ✓ |
| PEBBLEBROOK HOTEL TRUST | 0.016445 | ✓ |
| CARTERS INC | 0.016415 |  |
| PROG HOLDINGS INC | 0.016178 |  |
| EZCORP INC CL A NON VTG | 0.016162 |  |
| FIRST HAWAIIAN INC | 0.016048 | ✓ |
| ENERGIZER HOLDIN | 0.015826 | ✓ |
| COVISTA INC | 0.015767 |  |
| KAISER ALUMINUM | 0.015688 |  |
| NATIONAL STORAGE AFFILIATES TRUST | 0.015553 |  |
| NCR VOYIX CORP | 0.015298 | ✓ |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.015239 |  |
| AIR LEASE CORP CL A | 0.015084 |  |
| BANK OZK | 0.015066 |  |
| UNITIL CORP | 0.015062 |  |
| MSC INDUSTRIAL DIRECT CO CL A | 0.014942 | ✓ |
| STURM RUGER & CO | 0.014660 |  |
| PIEDMONT REALTY TRUST INC | 0.014457 |  |
| UGI CORP NEW | 0.014385 | ✓ |
| FEDERAL AGRI MTG NON VTG CL C | 0.014224 |  |
| KEMPER CORP | 0.014222 | ✓ |
| SONOCO PRODUCTS CO | 0.014126 | ✓ |
| LOOMIS AB COMMON STOCK | 0.013573 |  |
| CORECIVIC INC | 0.012479 |  |
| MONARCH CASINO and RESORT INC | 0.012255 |  |
| TRINET GROUP INC | 0.012089 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012770` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1047712/000207169126012770/0002071691-26-012770-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030397` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1006415/000141036826030397/0001410368-26-030397-index.htm>

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_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._

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