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HFDFX vs HMCDX

Shared holdings
10
HFDFX covered by HMCDX
15.90%
HMCDX covered by HFDFX
15.90%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HFDFX (Jan. 31, 2026)

SecurityWeight
RENTOKIL-SP ADR2.83%
ARAMARK2.44%
State Street Navigator Securities Lending Government Money Market Portfolio2.40%
BWX TECHNOLOGIES INC2.28%
ESTEE LAUDER COS INC CL A2.14%
ASSURANT INC2.02%
DOVER CORP1.96%
HEXCEL CORPORATION1.95%
COHERENT CORP1.94%
RALPH LAUREN CORP1.94%
ENTEGRIS INC1.92%
EPAM SYSTEMS INC1.91%
TELEDYNE TECHNOLOGIES INC1.82%
ADVANCED DRAINAGE SYSTEMS INC1.80%
BURLINGTON STORES INC1.79%
CIENA CORP1.78%
HUBBELL INC1.77%
RAYMOND JAMES FINANCIAL INC.1.68%
TECHNIPFMC PLC1.68%
KEYSIGHT TECHNOLOGIES INC1.65%
REGAL REXNORD CORP1.63%
ALLIANT ENERGY CORPORATION1.62%
MARVELL TECHNOLOGY INC1.60%
TRANE TECHNOLOGIES PLC1.60%
BIO-TECHNE CORP1.59%
IDEX CORPORATION1.59%
METTLER-TOLEDO INTL INC1.58%
VENTAS INC REIT1.58%
MASIMO CORP1.57%
REINSURANCE GROUP OF AMERICA1.55%
EVERCORE INC A1.54%
DIAMONDBACK ENERGY INC1.53%
WEST PHARMACEUTICAL SVCS INC1.53%
UMB FINANCIAL CORP1.47%
AMEREN CORP1.47%
CHURCHILL DOWNS INC1.43%
LEIDOS HOLDINGS INC1.40%
EAST WEST BNCRP1.40%
WASTE CONNECTIONS INC1.37%
VERALTO CORP1.35%
VERISK ANALYTICS INC1.34%
LAMAR ADVERTISING CO CL A1.34%
CH ROBINSON WORLDWIDE INC1.33%
PTC INC1.31%
HERSHEY CO/THE1.30%
BRIXMOR PROPERTY1.29%
TWILIO INC CLASS A1.27%
CMS ENERGY CORP1.27%
HYATT HOTELS CORP CL A1.26%
ZEBRA TECHNOLOGIES CORP CL A1.25%

HMCDX (Jan. 31, 2026)

SecurityWeight
WOODWARD INC3.08%
CBRE GROUP INC - CL A3.01%
ENTEGRIS INC2.72%
CUMMINS INC2.71%
IQVIA HOLDINGS INC2.52%
KEYSIGHT TECHNOLOGIES INC2.39%
ALBEMARLE CORP2.31%
HEXCEL CORPORATION2.23%
ULTA BEAUTY INC2.22%
REPUBLIC SVCS2.12%
REINSURANCE GROUP OF AMERICA2.09%
STIFEL FINANCIAL CORP2.06%
CH ROBINSON WORLDWIDE INC2.04%
CENCORA INC2.00%
MASCO CORPORATION2.00%
RAYMOND JAMES FINANCIAL INC.1.99%
SNAP-ON INCORPORATED1.95%
QIAGEN NV1.93%
ROSS STORES INC1.93%
DOVER CORP1.90%
SYNOPSYS INC1.90%
RENAISSANCERE HLDGS LTD1.89%
INTERCONTINENTAL EXCHANGE INC1.85%
DARDEN RESTAURANTS INC1.84%
WINTRUST FINL1.76%
WEC ENERGY GROUP INC1.75%
EMCOR GROUP INC1.72%
TWILIO INC CLASS A1.70%
SCOTTS MIRACLE GRO CO1.70%
APPLIED MATERIALS INC1.68%
LABCORP HOLDINGS INC1.66%
EAST WEST BNCRP1.65%
GATX CORP1.64%
DR HORTON INC1.62%
CSX CORP1.61%
AKAMAI TECHNOLOGIES INC1.59%
GENERAL DYNAMICS CORPORATION1.55%
ARROW ELECTRONICS INC1.53%
AGILENT TECHNOLOGIES INC1.51%
COTERRA ENERGY INC1.47%
HOULIHAN LOKEY I1.46%
TJX COS INC1.42%
PACKAGING CORP OF AMERICA1.41%
VERTIV HOLDINGS CO1.37%
CENTENE CORP1.34%
SYSCO CORP1.30%
BXP INC1.26%
SENSATA TECHNOLOGIES HOLDING PLC1.25%
BIO RAD LABS CL A1.20%
SKYWORKS SOLUTIONS INC1.20%

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