<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>DFSV filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of DFSV compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>DFSV: filing for 2026-04-30 -- 60 added, 47 dropped, turnover 12.1%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>1,014 positions became 1,027: 60 added (1.46% of the fund), 47 dropped (2.53%). Turnover proxy 12.1%. Largest increases: SIRIUS XM HOLDINGS INC. 0.18% to 0.47%; SKYWORKS SOLUTIONS, INC. 0.31% to 0.58%; ICON PUBLIC LIMITED COMPANY 0% to 0.2%; APA CORPORATION 0.6% to 0.77%; EPAM SYSTEMS, INC. 0.01% to 0.18%; VIASAT, INC. 0.36% to 0.53%. Largest decreases: Regal Rexnord Corporation 0.54% to 0.21%; ALCOA CORPORATION 0.59% to 0.26%; JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY 0.47% to 0.16%; ELANCO ANIMAL HEALTH INCORPORATED 0.8% to 0.53%; VIATRIS INC. 0.6% to 0.33%; PERMIAN RESOURCES CORPORATION 0.66% to 0.41%. New: Versant Media Group, Inc. (0.13%), LYFT, INC. (0.13%), MATTEL, INC. (0.1%), CCC INTELLIGENT SOLUTIONS HOLDINGS INC. (0.1%), NCINO, INC. (0.09%), TRIPADVISOR, INC. (0.09%). Gone: COMERICA INCORPORATED (0.6%), Cadence Bank (0.5%), TRI POINTE HOMES, INC. (0.23%), TEGNA INC. (0.22%), AIR LEASE CORPORATION (0.16%), HILLENBRAND, INC. (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jun 2026 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2026-01-31 -- 51 added, 55 dropped, turnover 9.2%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>1,018 positions became 1,014: 51 added (1.64% of the fund), 55 dropped (2.97%). Turnover proxy 9.2%. Largest increases: BAXTER INTERNATIONAL INC. 0.09% to 0.27%; PERMIAN RESOURCES CORPORATION 0.48% to 0.66%; OVINTIV INC. 0.52% to 0.68%; CONAGRA BRANDS, INC. 0.34% to 0.49%; THE J. M. SMUCKER COMPANY 0.18% to 0.33%; EASTMAN CHEMICAL COMPANY 0.31% to 0.45%. Largest decreases: AIR LEASE CORPORATION 0.39% to 0.16%; SUNRUN INC. 0.32% to 0.12%; SUPERNUS PHARMACEUTICALS, INC. 0.18% to 0.03%; RESIDEO TECHNOLOGIES, INC. 0.43% to 0.29%; JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY 0.59% to 0.47%; PVH CORP. 0.33% to 0.22%. New: PINNACLE FINANCIAL PARTNERS, INC. (0.48%), Cushman &amp;amp; Wakefield Ltd. (0.25%), SIRIUS XM HOLDINGS INC. (0.18%), COMPASS, INC (0.15%), STRIDE, INC. (0.08%), MAGNOLIA OIL &amp;amp; GAS CORPORATION (0.07%). Gone: CUSHMAN &amp;amp; WAKEFIELD PLC (0.29%), PINNACLE FINANCIAL PARTNERS, INC. (0.27%), TTM TECHNOLOGIES, INC. (0.21%), CIVITAS RESOURCES, INC. (0.2%), CHART INDUSTRIES, INC. (0.19%), PREMIER, INC. (0.19%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Mar 2026 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2025-10-31 -- 38 added, 39 dropped, turnover 10.3%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>1,019 positions became 1,018: 38 added (1.45% of the fund), 39 dropped (2.49%). Turnover proxy 10.3%. Largest increases: ELANCO ANIMAL HEALTH INCORPORATED 0.53% to 0.85%; REVVITY, INC. 0.05% to 0.29%; VIASAT, INC. 0.13% to 0.34%; GLOBUS MEDICAL, INC. 0.01% to 0.21%; COLUMBIA BANKING SYSTEM, INC. 0.41% to 0.6%; ALCOA CORPORATION 0.46% to 0.64%. Largest decreases: FIRST HORIZON CORPORATION 0.57% to 0.24%; AIR LEASE CORPORATION 0.56% to 0.39%; ALASKA AIR GROUP, INC. 0.55% to 0.38%; GATES INDUSTRIAL CORPORATION PLC 0.54% to 0.39%; Bunge Global SA 0.14% to 0.01%; MATADOR RESOURCES COMPANY 0.51% to 0.38%. New: SOUTHSTATE BANK CORPORATION (0.53%), DICK&apos;S SPORTING GOODS, INC. (0.18%), BIOMARIN PHARMACEUTICAL INC. (0.15%), BAXTER INTERNATIONAL INC. (0.09%), GULFPORT ENERGY CORPORATION (0.08%), TELADOC HEALTH, INC. (0.07%). Gone: SOUTHSTATE CORPORATION (0.55%), DUN &amp;amp; BRADSTREET HOLDINGS, INC. (0.3%), SKECHERS U.S.A., INC. (0.28%), GMS INC. (0.22%), FOOT LOCKER, INC. (0.2%), PACIFIC PREMIER BANCORP, INC. (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Dec 2025 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2025-07-31 -- 54 added, 44 dropped, turnover 10.1%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>1,009 positions became 1,019: 54 added (1.7% of the fund), 44 dropped (1.82%). Turnover proxy 10.1%. Largest increases: OVINTIV INC. 0.02% to 0.39%; AVANTOR, INC. 0% to 0.36%; VIATRIS INC. 0.14% to 0.41%; RADIAN GROUP INC. 0.03% to 0.26%; PERMIAN RESOURCES CORPORATION 0.2% to 0.41%; Regal Rexnord Corporation 0.3% to 0.5%. Largest decreases: LIFE TIME GROUP HOLDINGS, INC 0.33% to 0.18%; SANMINA CORPORATION 0.41% to 0.27%; ANTERO RESOURCES CORPORATION 0.39% to 0.26%; Post Holdings, Inc. 0.64% to 0.52%; PINNACLE FINANCIAL PARTNERS, INC. 0.3% to 0.19%; JBT MAREL CORPORATION 0.12% to 0.02%. New: MERITAGE HOMES CORPORATION (0.34%), CONAGRA BRANDS, INC. (0.21%), CarMax, Inc. (0.2%), MOLSON COORS BEVERAGE COMPANY (0.19%), THE J. M. SMUCKER COMPANY (0.13%), WESTLAKE CORPORATION (0.08%). Gone: UNITED STATES STEEL CORPORATION (0.9%), ENSTAR GROUP LIMITED (0.25%), GULFPORT ENERGY CORPORATION (0.12%), Playa Hotels &amp;amp; Resorts N.V. (0.07%), VSE CORPORATION (0.06%), Olo Inc (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Sep 2025 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2025-04-30 -- 64 added, 59 dropped, turnover 12.5%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>1,004 positions became 1,009: 64 added (2.44% of the fund), 59 dropped (2.1%). Turnover proxy 12.5%. Largest increases: Regal Rexnord Corporation 0.04% to 0.3%; ALCOA CORPORATION 0.15% to 0.38%; UNITED STATES STEEL CORPORATION 0.68% to 0.9%; TD SYNNEX CORPORATION 0.04% to 0.25%; HF SINCLAIR CORPORATION 0.3% to 0.51%; FRANKLIN RESOURCES, INC. 0.03% to 0.22%. Largest decreases: ANTERO RESOURCES CORPORATION 0.64% to 0.39%; URBAN OUTFITTERS, INC. 0.41% to 0.21%; PINNACLE FINANCIAL PARTNERS, INC. 0.47% to 0.3%; ALASKA AIR GROUP, INC. 0.69% to 0.52%; FMC CORPORATION 0.29% to 0.12%; NEWELL BRANDS INC. 0.34% to 0.21%. New: SKYWORKS SOLUTIONS, INC. (0.29%), STANLEY BLACK &amp;amp; DECKER, INC. (0.25%), PERMIAN RESOURCES CORPORATION (0.2%), LINCOLN NATIONAL CORPORATION (0.18%), CONCENTRIX CORPORATION (0.15%), VIATRIS INC. (0.14%). Gone: EXPAND ENERGY CORPORATION (0.25%), DT MIDSTREAM, INC. (0.23%), SolarWinds Corp (0.18%), HEARTLAND FINANCIAL USA, INC. (0.18%), PACTIV EVERGREEN INC. (0.16%), SANDY SPRING BANCORP, INC. (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Jun 2025 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2025-01-31 -- 54 added, 41 dropped, turnover 10.2%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>991 positions became 1,004: 54 added (1.94% of the fund), 41 dropped (1.73%). Turnover proxy 10.2%. Largest increases: ANTERO RESOURCES CORPORATION 0.41% to 0.64%; SOUTHSTATE CORPORATION 0.42% to 0.6%; ALASKA AIR GROUP, INC. 0.51% to 0.69%; ELANCO ANIMAL HEALTH INCORPORATED 0.16% to 0.34%; OLD NATIONAL BANCORP 0.53% to 0.67%; THE MOSAIC COMPANY 0.31% to 0.46%. Largest decreases: FRONTIER COMMUNICATIONS PARENT, INC. 0.6% to 0.09%; EXPAND ENERGY CORPORATION 0.67% to 0.25%; DT MIDSTREAM, INC. 0.64% to 0.23%; LIBERTY BROADBAND CORPORATION 0.34% to 0.13%; MDU RESOURCES GROUP, INC. 0.43% to 0.23%; FIRST HORIZON CORPORATION 0.55% to 0.36%. New: CORE NATURAL RESOURCES, INC. (0.3%), HUNTINGTON INGALLS INDUSTRIES, INC. (0.17%), Sunrise Communications AG (0.16%), TELEFLEX INCORPORATED (0.15%), EVERUS CONSTRUCTION GROUP, INC. (0.15%), LKQ CORPORATION (0.15%). Gone: BARNES GROUP INC. (0.24%), CONSOL ENERGY INC. (0.24%), ARCH RESOURCES, INC. (0.21%), INDEPENDENT BANK GROUP, INC. (0.21%), Perimeter Solutions SA (0.14%), VISTA OUTDOOR INC. (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Mar 2025 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2024-10-31 -- 65 added, 48 dropped, turnover 11.2%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>974 positions became 991: 65 added (1.94% of the fund), 48 dropped (1.76%). Turnover proxy 11.2%. Largest increases: UNITED STATES STEEL CORPORATION 0.31% to 0.55%; HF SINCLAIR CORPORATION 0.01% to 0.22%; THE MOSAIC COMPANY 0.1% to 0.31%; FMC CORPORATION 0.13% to 0.33%; ALPHA METALLURGICAL RESOURCES, INC. 0.01% to 0.18%; LITHIA MOTORS, INC. 0.41% to 0.57%. Largest decreases: MOHAWK INDUSTRIES, INC. 0.98% to 0.49%; WESTERN ALLIANCE BANCORPORATION 0.52% to 0.31%; ALCOA CORPORATION 0.37% to 0.19%; STERICYCLE, INC. 0.23% to 0.05%; INGREDION INCORPORATED 0.51% to 0.33%; HECLA MINING COMPANY 0.28% to 0.1%. New: EXPAND ENERGY CORPORATION (0.67%), CHART INDUSTRIES, INC. (0.2%), TEEKAY TANKERS LTD. (0.15%), TEEKAY CORPORATION LTD. (0.08%), LIVERAMP HOLDINGS, INC. (0.07%), Valaris Limited (0.07%). Gone: SOUTHWESTERN ENERGY COMPANY (0.59%), TEEKAY TANKERS LTD. (0.18%), Coherent Corp. (0.17%), SOFI TECHNOLOGIES, INC. (0.11%), GRANITE CONSTRUCTION INCORPORATED (0.08%), LEGGETT &amp;amp; PLATT, INCORPORATED (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Dec 2024 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2024-07-31 -- 56 added, 57 dropped, turnover 11.8%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>975 positions became 974: 56 added (1.61% of the fund), 57 dropped (1.76%). Turnover proxy 11.8%. Largest increases: CLEVELAND-CLIFFS INC. 0.02% to 0.43%; KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. 0.04% to 0.37%; BIO-RAD LABORATORIES, INC. 0.01% to 0.31%; LIBERTY BROADBAND CORPORATION 0.1% to 0.36%; INVESCO LTD 0.38% to 0.63%; MOHAWK INDUSTRIES, INC. 0.73% to 0.98%. Largest decreases: PBF ENERGY INC. 0.7% to 0.41%; ELANCO ANIMAL HEALTH INCORPORATED 0.42% to 0.18%; PENNYMAC FINANCIAL SERVICES, INC. 0.23% to 0%; AMKOR TECHNOLOGY, INC. 0.6% to 0.41%; ANTERO RESOURCES CORPORATION 0.49% to 0.31%; KIRBY CORPORATION 0.57% to 0.4%. New: THE MIDDLEBY CORPORATION (0.22%), ACADEMY SPORTS AND OUTDOORS, INC. (0.15%), FMC CORPORATION (0.13%), SOFI TECHNOLOGIES, INC. (0.11%), THE MOSAIC COMPANY (0.1%), PHINIA INC. (0.1%). Gone: ENCORE WIRE CORPORATION (0.34%), CARPENTER TECHNOLOGY CORPORATION (0.18%), MASTEC, INC. (0.17%), NATIONAL WESTERN LIFE GROUP, INC. (0.13%), ULTRA CLEAN HOLDINGS, INC. (0.09%), BROOKDALE SENIOR LIVING INC. (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Sep 2024 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2024-04-30 -- 39 added, 84 dropped, turnover 12%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>1,020 positions became 975: 39 added (1.49% of the fund), 84 dropped (2.4%). Turnover proxy 12%. Largest increases: ANTERO RESOURCES CORPORATION 0.28% to 0.49%; CNX RESOURCES CORPORATION 0.31% to 0.51%; LEAR CORPORATION 0.06% to 0.25%; AVNET, INC. 0.45% to 0.63%; DENTSPLY SIRONA INC. 0.03% to 0.19%; F.N.B. CORPORATION 0.48% to 0.65%. Largest decreases: ALPHA METALLURGICAL RESOURCES, INC. 0.47% to 0.01%; SUMMIT MATERIALS, INC. 0.35% to 0.01%; UNITED STATES STEEL CORPORATION 0.68% to 0.35%; THE GAP, INC. 0.45% to 0.25%; BOISE CASCADE COMPANY 0.5% to 0.31%; PENNYMAC FINANCIAL SERVICES, INC. 0.41% to 0.23%. New: BORGWARNER INC. (0.23%), APA CORPORATION (0.19%), BERRY GLOBAL GROUP, INC. (0.19%), NEOGEN CORPORATION (0.1%), LIBERTY BROADBAND CORPORATION (0.1%), Liberty Global Ltd. (0.09%). Gone: M.D.C. HOLDINGS, INC. (0.41%), CALLON PETROLEUM COMPANY (0.21%), TECHNIPFMC PLC (0.21%), CATALENT, INC. (0.19%), KYNDRYL HOLDINGS, INC. (0.17%), PERMIAN RESOURCES CORPORATION (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jun 2024 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2024-01-31 -- 48 added, 54 dropped, turnover 11.3%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>1,026 positions became 1,020: 48 added (1.42% of the fund), 54 dropped (1.47%). Turnover proxy 11.3%. Largest increases: Coherent Corp. 0.25% to 0.47%; ANTERO RESOURCES CORPORATION 0.07% to 0.28%; CHORD ENERGY CORPORATION 0.05% to 0.25%; CLARIVATE PLC 0.05% to 0.25%; ELANCO ANIMAL HEALTH INCORPORATED 0.39% to 0.58%; CATALENT, INC. 0.01% to 0.19%. Largest decreases: BEACON ROOFING SUPPLY, INC. 0.21% to 0.01%; CARPENTER TECHNOLOGY CORPORATION 0.32% to 0.14%; KYNDRYL HOLDINGS, INC. 0.34% to 0.17%; NEW YORK COMMUNITY BANCORP, INC. 0.33% to 0.16%; CNX RESOURCES CORPORATION 0.45% to 0.31%; AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 0.17% to 0.03%. New: ADVANCE AUTO PARTS, INC. (0.16%), HILTON GRAND VACATIONS INC. (0.14%), DIODES INCORPORATED (0.13%), ARCADIUM LITHIUM PLC (0.09%), WORTHINGTON STEEL, INC. (0.07%), R1 RCM INC. (0.07%). Gone: HOSTESS BRANDS, INC. (0.33%), ABERCROMBIE &amp;amp; FITCH CO. (0.16%), TOLL BROTHERS, INC. (0.16%), LIVENT CORPORATION (0.12%), EARTHSTONE ENERGY, INC. (0.1%), PACWEST BANCORP (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Mar 2024 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2023-10-31 -- 55 added, 53 dropped, turnover 15.4%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>1,024 positions became 1,026: 55 added (3.25% of the fund), 53 dropped (2.63%). Turnover proxy 15.4%. Largest increases: SENSATA TECHNOLOGIES HOLDING PLC 0.01% to 0.37%; WESTERN ALLIANCE BANCORPORATION 0.04% to 0.34%; JONES LANG LASALLE INCORPORATED 0.02% to 0.26%; TEGNA INC. 0.06% to 0.3%; INGREDION INCORPORATED 0.29% to 0.51%; SM ENERGY COMPANY 0.23% to 0.42%. Largest decreases: NEW YORK COMMUNITY BANCORP, INC. 0.66% to 0.33%; TAYLOR MORRISON HOME CORPORATION 0.76% to 0.54%; TELADOC HEALTH, INC. 0.26% to 0.07%; M.D.C. HOLDINGS, INC. 0.55% to 0.37%; MAGNITE, INC. 0.26% to 0.1%; IPG PHOTONICS CORPORATION 0.32% to 0.16%. New: HOWARD HUGHES HOLDINGS INC. (0.4%), INVESCO LTD. (0.35%), Coherent Corp. (0.25%), FIRST HORIZON CORPORATION (0.24%), QUIDELORTHO CORPORATION (0.23%), ZIONS BANCORPORATION, NATIONAL ASSOCIATION (0.22%). Gone: PDC ENERGY, INC. (0.58%), THE HOWARD HUGHES CORPORATION (0.4%), TRITON INTERNATIONAL LIMITED (0.4%), UNUM GROUP (0.19%), ARCONIC CORPORATION (0.16%), SYNEOS HEALTH, INC. (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Dec 2023 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2023-07-31 -- 69 added, 27 dropped, turnover 12.7%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>982 positions became 1,024: 69 added (1.89% of the fund), 27 dropped (0.62%). Turnover proxy 12.7%. Largest increases: SOUTHWESTERN ENERGY COMPANY 0.05% to 0.38%; NOV INC. 0.02% to 0.31%; MOHAWK INDUSTRIES, INC. 0.08% to 0.35%; OLD NATIONAL BANCORP 0.04% to 0.3%; MURPHY OIL CORPORATION 0.47% to 0.72%; Bank Ozk 0.16% to 0.38%. Largest decreases: FOOT LOCKER, INC. 0.57% to 0.31%; UNIVAR SOLUTIONS INC. 0.29% to 0.1%; ASSOCIATED BANC-CORP 0.47% to 0.3%; AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 0.46% to 0.29%; ARCONIC CORPORATION 0.32% to 0.16%; THE HAIN CELESTIAL GROUP, INC. 0.21% to 0.05%. New: ALCOA CORPORATION (0.17%), ASGN INCORPORATED (0.17%), CONCENTRIX CORPORATION (0.12%), AZENTA, INC. (0.11%), KNIFE RIVER CORPORATION (0.11%), UNITED COMMUNITY BANKS, INC. (0.09%). Gone: SINCLAIR BROADCAST GROUP, INC. (0.13%), MAXAR TECHNOLOGIES INC. (0.12%), SUPER MICRO COMPUTER, INC. (0.09%), TEREX CORPORATION (0.08%), COTY INC. (0.08%), OCEANEERING INTERNATIONAL, INC. (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Sep 2023 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2023-04-30 -- 60 added, 42 dropped, turnover 13.1%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>964 positions became 982: 60 added (1.1% of the fund), 42 dropped (1.05%). Turnover proxy 13.1%. Largest increases: MGIC INVESTMENT CORPORATION 0.29% to 0.53%; CONSOL ENERGY INC. 0.09% to 0.29%; DXC TECHNOLOGY COMPANY 0.07% to 0.26%; ALLEGIANT TRAVEL COMPANY 0.04% to 0.21%; HELEN OF TROY LIMITED 0.08% to 0.24%; TRI POINTE HOMES, INC. 0.36% to 0.51%. Largest decreases: Bank Ozk 0.59% to 0.16%; MAXAR TECHNOLOGIES INC. 0.46% to 0.12%; PACWEST BANCORP 0.46% to 0.16%; BANKUNITED, INC. 0.51% to 0.24%; Popular, Inc. 0.46% to 0.25%; DUN &amp;amp; BRADSTREET HOLDINGS, INC. 0.58% to 0.4%. New: ELANCO ANIMAL HEALTH INCORPORATED (0.18%), Madison Square Garden Entertainment Corp (0.15%), PETCO HEALTH AND WELLNESS COMPANY, INC. (0.09%), SOUTHWESTERN ENERGY COMPANY (0.05%), JOHN WILEY &amp;amp; SONS, INC. (0.05%), DIGITAL TURBINE, INC. (0.05%). Gone: ALTRA INDUSTRIAL MOTION CORP. (0.35%), ATLAS AIR WORLDWIDE HOLDINGS, INC. (0.2%), PENSKE AUTOMOTIVE GROUP, INC. (0.09%), SPX TECHNOLOGIES, INC. (0.06%), RESOLUTE FOREST PRODUCTS INC. (0.06%), Coherent Corp. (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Jun 2023 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2023-01-31 -- 58 added, 31 dropped, turnover 17.6%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>937 positions became 964: 58 added (2.43% of the fund), 31 dropped (0.33%). Turnover proxy 17.6%. Largest increases: Transocean Ltd. 0.34% to 0.69%; MAXAR TECHNOLOGIES INC. 0.12% to 0.46%; PINNACLE FINANCIAL PARTNERS, INC. 0% to 0.34%; DUN &amp;amp; BRADSTREET HOLDINGS, INC. 0.3% to 0.58%; LITHIA MOTORS, INC. 0.05% to 0.31%; THE ODP CORPORATION 0.11% to 0.33%. Largest decreases: UNUM GROUP 0.91% to 0.43%; MURPHY OIL CORPORATION 0.78% to 0.39%; WESCO INTERNATIONAL, INC. 0.63% to 0.3%; ACADIA HEALTHCARE COMPANY, INC. 0.51% to 0.24%; ALTRA INDUSTRIAL MOTION CORP. 0.62% to 0.35%; INGREDION INCORPORATED 0.64% to 0.39%. New: HERTZ GLOBAL HOLDINGS, INC. (0.42%), Alight Inc (0.25%), NEWELL BRANDS INC. (0.23%), MILLERKNOLL, INC. (0.22%), RXO, INC. (0.15%), LIFE TIME GROUP HOLDINGS, INC (0.1%). Gone: FLAGSTAR BANCORP, INC. (0.27%), GREAT LAKES DREDGE &amp;amp; DOCK CORPORATION (0.01%), PCSB FINANCIAL CORPORATION (0.01%), NN, INC. (0.01%), Rackspace Technology, Inc. (0%), STARTEK, INC. (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 30 Mar 2023 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2022-10-31 -- 102 added, 28 dropped, turnover 17.1%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>863 positions became 937: 102 added (4.7% of the fund), 28 dropped (1.2%). Turnover proxy 17.1%. Largest increases: Post Holdings, Inc. 0.02% to 0.34%; VIASAT, INC. 0.08% to 0.38%; MACY&apos;S, INC. 0.19% to 0.46%; ENOVIS CORPORATION 0.08% to 0.33%; Cadence Bank 0.13% to 0.38%; SCORPIO TANKERS INC. 0.11% to 0.35%. Largest decreases: COTY INC. 0.42% to 0.09%; SUNRUN INC. 0.48% to 0.19%; ACADIA HEALTHCARE COMPANY, INC. 0.72% to 0.51%; PROSPERITY BANCSHARES, INC. 0.48% to 0.27%; TELADOC HEALTH, INC. 0.47% to 0.26%; WSFS FINANCIAL CORPORATION 0.42% to 0.23%. New: PERMIAN RESOURCES CORPORATION (0.31%), JACKSON FINANCIAL INC. (0.31%), DUN &amp;amp; BRADSTREET HOLDINGS, INC. (0.3%), SYNEOS HEALTH, INC. (0.27%), FRONTIER COMMUNICATIONS PARENT, INC. (0.26%), STIFEL FINANCIAL CORP. (0.19%). Gone: CENTENNIAL RESOURCE DEVELOPMENT, INC. (0.27%), Covetrus Inc (0.18%), SPX CORPORATION (0.15%), MANTECH INTERNATIONAL CORPORATION (0.15%), II-VI INCORPORATED (0.15%), ALLEGIANCE BANCSHARES, INC. (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Dec 2022 12:00:00 GMT</pubDate></item><item><title>DFSV: filing for 2022-07-31 -- 64 added, 24 dropped, turnover 22.6%</title><link>https://themulden.com/funds/dfsv/</link><guid isPermaLink="true">https://themulden.com/funds/dfsv/</guid><description>823 positions became 863: 64 added (2.2% of the fund), 24 dropped (0.39%). Turnover proxy 22.6%. Largest increases: SKECHERS U.S.A., INC. 0.1% to 0.67%; VOYA FINANCIAL, INC. 0.14% to 0.65%; IPG PHOTONICS CORPORATION 0.04% to 0.47%; OSHKOSH CORPORATION 0.05% to 0.46%; COTY INC. 0.07% to 0.42%; FIRST AMERICAN FINANCIAL CORPORATION 0.05% to 0.4%. Largest decreases: PDC ENERGY, INC. 1.07% to 0.38%; ANTERO RESOURCES CORPORATION 0.63% to 0.08%; AUTONATION, INC. 0.54% to 0.15%; VALLEY NATIONAL BANCORP 0.59% to 0.23%; Olin Corporation 0.4% to 0.05%; OLD NATIONAL BANCORP 0.55% to 0.21%. New: TELADOC HEALTH, INC. (0.47%), ALASKA AIR GROUP, INC. (0.35%), STERICYCLE, INC. (0.27%), CHORD ENERGY CORPORATION (0.24%), THE HAIN CELESTIAL GROUP, INC. (0.13%), Cadence Bank (0.13%). Gone: WHITING PETROLEUM CORPORATION (0.17%), NATUS MEDICAL INCORPORATED (0.06%), CONN&apos;S, INC. (0.05%), STANDEX INTERNATIONAL CORPORATION (0.04%), QUIDEL CORPORATION (0.02%), RENEWABLE ENERGY GROUP, INC. (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Sep 2022 12:00:00 GMT</pubDate></item></channel></rss>