<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>GNR filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of GNR 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>GNR: filing for 2026-06-30 -- 1 added, 3 dropped, turnover 8.8%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>94 positions became 92: 1 added (0% of the fund), 3 dropped (0.51%). Turnover proxy 8.8%. Largest increases: BHP Group Ltd 3.98% to 5.41%; Corteva Inc 2.63% to 3.28%; Archer-Daniels-Midland Co 1.62% to 2.11%; Nucor Corp 0.88% to 1.34%; Freeport-McMoRan Inc 1.92% to 2.37%; Smurfit Westrock PLC 0.97% to 1.39%. Largest decreases: Shell PLC 5.31% to 4.16%; Exxon Mobil Corp 5.53% to 4.5%; TotalEnergies SE 3.69% to 2.97%; BP PLC 2.45% to 1.83%; Chevron Corp 3.03% to 2.44%; Canadian Natural Resources Ltd 1.98% to 1.55%. New: ICE Futures Europe - Financial Products Division (0%). Gone: Sealed Air Corp (0.29%), Coterra Energy Inc (0.21%), Chicago Mercantile Exchange (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Aug 2026 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2026-03-31 -- 2 added, 4 dropped, turnover 9.8%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>96 positions became 94: 2 added (0.85% of the fund), 4 dropped (1.03%). Turnover proxy 9.8%. Largest increases: Exxon Mobil Corp 4.59% to 5.53%; TotalEnergies SE 2.83% to 3.69%; Shell PLC 4.47% to 5.31%; BP PLC 1.91% to 2.45%; Canadian Natural Resources Ltd 1.47% to 1.98%; Suncor Energy Inc 1.12% to 1.55%. Largest decreases: Barrick Mining Corp 2.18% to 1.56%; BHP Group Ltd 4.52% to 3.98%; Reliance Industries Ltd 2.45% to 1.92%; Newmont Corp 3.22% to 2.69%; Svenska Cellulosa AB SCA 1.59% to 1.2%; Anglo American PLC 1.43% to 1.12%. New: Amcor PLC (0.85%), The Montreal Exchange/Bourse De Montreal (0%). Gone: Amcor PLC (1.03%), ICE Futures Europe - Financial Products Division (0%), ASX Clear (Futures) (0%), The Montreal Exchange / Bourse De Montreal (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2025-12-31 -- 1 added, 0 dropped, turnover 4.2%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>95 positions became 96: 1 added (0.2% of the fund), 0 dropped (0%). Turnover proxy 4.2%. Largest increases: UPM-Kymmene Oyj 2.71% to 3.11%; SIG Group AG 0.67% to 1%; Stora Enso Oyj 1.26% to 1.56%; Nutrien Ltd 4.88% to 5.15%; Yara International ASA 1.12% to 1.36%; Corteva Inc 2.22% to 2.43%. Largest decreases: Agnico Eagle Mines Ltd 2.96% to 2.51%; BHP Group Ltd 4.97% to 4.52%; Franco-Nevada Corp 1.5% to 1.18%; Shell PLC 4.69% to 4.47%; Chevron Corp 2.83% to 2.63%; Wheaton Precious Metals Corp 1.77% to 1.57%. New: Russian Ruble (0.2%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Feb 2026 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2025-09-30 -- 7 added, 5 dropped, turnover 8.7%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>93 positions became 95: 7 added (4.98% of the fund), 5 dropped (1.55%). Turnover proxy 8.7%. Largest increases: Newmont Corp 2.79% to 3.28%; Barrick Mining Corp 1.51% to 1.97%; Agnico Eagle Mines Ltd 2.52% to 2.96%; Gold Fields Ltd 0.89% to 1.31%; BHP Group Ltd 4.68% to 4.97%; Chevron Corp 2.56% to 2.83%. Largest decreases: Reliance Industries Ltd 2.99% to 2.32%; Freeport-McMoRan Inc 2.62% to 1.97%; SIG Group AG 1.25% to 0.67%; Shell PLC 5.1% to 4.69%; Exxon Mobil Corp 5.02% to 4.62%; Corteva Inc 2.57% to 2.22%. New: Kinross Gold Corp (1.07%), Anglogold Ashanti Plc (1.05%), Oji Holdings Corp (0.98%), Cameco Corp (0.8%), Northern Star Resources Ltd (0.76%), EQT Corp (0.31%). Gone: Hess Corp (0.41%), South32 Ltd (0.36%), Boliden AB (0.36%), Sumitomo Metal Mining Co Ltd (0.28%), Neste Oyj (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Nov 2025 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2025-06-30 -- 3 added, 2 dropped, turnover 6.7%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>92 positions became 93: 3 added (2.97% of the fund), 2 dropped (3.12%). Turnover proxy 6.7%. Largest increases: Reliance Industries Ltd 2.56% to 2.99%; Newmont Corp 2.42% to 2.79%; Corteva Inc 2.21% to 2.57%; Amcor PLC 0.72% to 1.05%; Freeport-McMoRan Inc 2.4% to 2.62%; Yara International ASA 1.01% to 1.18%. Largest decreases: Shell PLC 5.47% to 5.1%; BP PLC 2.28% to 1.99%; TotalEnergies SE 3.63% to 3.38%; Chevron Corp 2.76% to 2.56%; International Paper Co 1.43% to 1.24%; Wilmar International Ltd 1.35% to 1.16%. New: Barrick Mining Corp (1.51%), Anglo American PLC (1.46%), ASX Clear (Futures) (0%). Gone: Anglo American PLC (1.63%), Barrick Gold Corp (1.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Aug 2025 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2025-03-31 -- 2 added, 1 dropped, turnover 6.2%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>91 positions became 92: 2 added (0.02% of the fund), 1 dropped (1.98%). Turnover proxy 6.2%. Largest increases: Agnico Eagle Mines Ltd 1.84% to 2.4%; Exxon Mobil Corp 4.67% to 5.16%; International Paper Co 0.97% to 1.43%; Newmont Corp 1.99% to 2.42%; TotalEnergies SE 3.26% to 3.63%; Wheaton Precious Metals Corp 1.19% to 1.55%. Largest decreases: Glencore PLC 2.04% to 1.57%; BHP Group Ltd 5.02% to 4.64%; State Street Global Advisors 0.65% to 0.4%; Smurfit WestRock PLC 1.38% to 1.14%; Anglo American PLC 1.85% to 1.63%; Fortescue Ltd 0.89% to 0.71%. New: Chicago Mercantile Exchange (0.01%), The Montreal Exchange / Bourse De Montreal (0%). Gone: DS Smith PLC (1.98%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 May 2025 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2024-12-31 -- 0 added, 3 dropped, turnover 5.1%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>94 positions became 91: 0 added (0% of the fund), 3 dropped (0.02%). Turnover proxy 5.1%. Largest increases: Shell PLC 4.41% to 5.12%; DS Smith PLC 1.52% to 1.98%; Nutrien Ltd 4.22% to 4.68%; State Street Global Advisors 0.25% to 0.65%; BP PLC 1.86% to 2.14%; Canadian Natural Resources Ltd 1.51% to 1.74%. Largest decreases: BHP Group Ltd 5.62% to 5.02%; Glencore PLC 2.59% to 2.04%; Newmont Corp 2.51% to 1.99%; Freeport-McMoRan Inc 2.91% to 2.56%; Vale SA 1.72% to 1.49%; POSCO Holdings Inc 0.84% to 0.62%. Gone: Chicago Mercantile Exchange (0.01%), ASX Clear (Futures) (0%), The Montreal Exchange / Bourse De Montreal (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2025 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2024-09-30 -- 6 added, 6 dropped, turnover 10.2%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>94 positions became 94: 6 added (5.07% of the fund), 6 dropped (3.41%). Turnover proxy 10.2%. Largest increases: BHP Group Ltd 4.85% to 5.62%; Newmont Corp 2% to 2.51%; SIG Group AG 1.02% to 1.38%; DS Smith PLC 1.17% to 1.52%; Wilmar International Ltd 1.1% to 1.4%; West Fraser Timber Co Ltd 0.7% to 0.99%. Largest decreases: Shell PLC 5.33% to 4.41%; TotalEnergies SE 3.89% to 3.07%; BP PLC 2.64% to 1.86%; Canadian Natural Resources Ltd 1.99% to 1.51%; Archer-Daniels-Midland Co 1.78% to 1.46%; Suncor Energy Inc 1.28% to 1.01%. New: Reliance Industries Ltd (2.55%), Smurfit WestRock PLC (1.26%), Zijin Mining Group Co Ltd (0.53%), Louisiana-Pacific Corp (0.34%), State Street Global Advisors (0.25%), China Hongqiao Group Ltd (0.15%). Gone: Smurfit Kappa Group PLC (1.86%), Westrock Co (0.71%), State Street Global Advisors (0.52%), Cleveland-Cliffs Inc (0.32%), ICE Futures Europe - Financial Products Division (0%), Newmont Corp (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Nov 2024 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2024-06-30 -- 0 added, 1 dropped, turnover 4.4%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>95 positions became 94: 0 added (0% of the fund), 1 dropped (0.55%). Turnover proxy 4.4%. Largest increases: Exxon Mobil Corp 4.18% to 4.96%; Shell PLC 4.85% to 5.33%; BHP Group Ltd 4.45% to 4.85%; Anglo American PLC 1.39% to 1.75%; Newmont Corp 1.75% to 2%; State Street Global Advisors 0.29% to 0.52%. Largest decreases: Nucor Corp 2.06% to 1.61%; Suzano SA 1.48% to 1.19%; Weyerhaeuser Co 1.38% to 1.15%; Fortescue Ltd 1.2% to 1%; Vale SA 1.88% to 1.68%; SIG Group AG 1.21% to 1.02%. Gone: Pioneer Natural Resources Co (0.55%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Aug 2024 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2024-03-31 -- 1 added, 1 dropped, turnover 6.2%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>95 positions became 95: 1 added (1.22% of the fund), 1 dropped (1.46%). Turnover proxy 6.2%. Largest increases: Exxon Mobil Corp 3.74% to 4.18%; Canadian Natural Resources Ltd 1.72% to 2.04%; Corteva Inc 1.84% to 2.14%; Smurfit Kappa Group PLC 1.59% to 1.86%; Freeport-McMoRan Inc 2.59% to 2.86%; DS Smith PLC 0.83% to 1.08%. Largest decreases: BHP Group Ltd 5.29% to 4.45%; Vale SA 2.44% to 1.88%; State Street Global Advisors 0.65% to 0.29%; Archer-Daniels-Midland Co 2.09% to 1.76%; UPM-Kymmene Oyj 3.09% to 2.78%; Newmont Corp 2.03% to 1.75%. New: Mondi PLC (1.22%). Gone: Mondi PLC (1.46%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 May 2024 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2023-12-31 -- 5 added, 2 dropped, turnover 6.3%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>92 positions became 95: 5 added (0.85% of the fund), 2 dropped (1.48%). Turnover proxy 6.3%. Largest increases: Newmont Corp 1.3% to 2.03%; Fortescue Ltd 1.02% to 1.43%; Glencore PLC 2.56% to 2.87%; Vale SA 2.15% to 2.44%; BHP Group Ltd 5.02% to 5.29%; Rio Tinto Ltd 1.21% to 1.46%. Largest decreases: Exxon Mobil Corp 4.26% to 3.74%; Nutrien Ltd 4.8% to 4.29%; BP PLC 2.93% to 2.46%; First Quantum Minerals Ltd 0.59% to 0.2%; Shell PLC 5.15% to 4.79%; Chevron Corp 2.69% to 2.45%. New: Bunge Global SA (0.82%), Chicago Mercantile Exchange (0.02%), The Montreal Exchange / Bourse De Montreal (0%), ASX Clear (Futures) (0%), Newmont Corp (0%). Gone: Bunge Ltd (0.85%), Newcrest Mining Ltd (0.62%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Feb 2024 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2023-09-30 -- 4 added, 6 dropped, turnover 7.5%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>94 positions became 92: 4 added (0.83% of the fund), 6 dropped (4.22%). Turnover proxy 7.5%. Largest increases: TotalEnergies SE 3.08% to 3.82%; UPM-Kymmene Oyj 2.26% to 2.87%; BP PLC 2.44% to 2.93%; Nutrien Ltd 4.37% to 4.8%; POSCO Holdings Inc 0.94% to 1.34%; Canadian Natural Resources Ltd 1.43% to 1.76%. Largest decreases: Glencore PLC 2.96% to 2.56%; Corteva Inc 2.25% to 1.9%; FMC Corp 0.72% to 0.44%; Weyerhaeuser Co 1.35% to 1.17%; Newmont Corp 1.47% to 1.3%; Barrick Gold Corp 1.29% to 1.13%. New: Graphic Packaging Holding Co (0.36%), Diamondback Energy Inc (0.25%), Ivanhoe Mines Ltd (0.22%), ICE Futures Europe - Financial Products Division (0%). Gone: Reliance Industries Ltd (2.47%), Sociedad Quimica y Minera de Chile SA (1.48%), Alcoa Corp (0.26%), Chicago Mercantile Exchange (0.02%), The Montreal Exchange / Bourse De Montreal (0%), ASX Clear (Futures) (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Nov 2023 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2023-06-30 -- 3 added, 2 dropped, turnover 3.9%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>93 positions became 94: 3 added (0.35% of the fund), 2 dropped (0.45%). Turnover proxy 3.9%. Largest increases: Shell PLC 4.55% to 4.86%; Reliance Industries Ltd 2.17% to 2.47%; Weyerhaeuser Co 1.12% to 1.35%; SIG Group AG 1.19% to 1.37%; Suzano SA 0.87% to 1.04%; Nucor Corp 1.63% to 1.8%. Largest decreases: Nutrien Ltd 5.09% to 4.37%; Vale SA 2.52% to 2.25%; TotalEnergies SE 3.26% to 3.08%; Anglo American PLC 1.82% to 1.65%; BP PLC 2.59% to 2.44%; UPM-Kymmene Oyj 2.39% to 2.26%. New: Boliden AB (0.34%), The Montreal Exchange / Bourse De Montreal (0%), ASX Clear (Futures) (0%). Gone: Boliden AB (0.44%), ICE Futures Europe - Financial Products Division (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Aug 2023 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2023-03-31 -- 0 added, 0 dropped, turnover 4.9%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>93 positions became 93: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.9%. Largest increases: Exxon Mobil Corp 3.88% to 4.35%; Nutrien Ltd 4.68% to 5.09%; SIG Group AG 0.91% to 1.19%; Nippon Steel Corp 0.72% to 0.92%; Fortescue Metals Group Ltd 0.87% to 1.05%; Corteva Inc 2.01% to 2.18%. Largest decreases: Glencore PLC 3.92% to 2.86%; BHP Group Ltd 5.36% to 4.95%; State Street Global Advisors 0.74% to 0.35%; Anglo American PLC 2.13% to 1.82%; Vale SA 2.8% to 2.52%; Archer-Daniels-Midland Co 2.49% to 2.22%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 May 2023 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2022-12-31 -- 2 added, 1 dropped, turnover 5.1%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>92 positions became 93: 2 added (0.04% of the fund), 1 dropped (0.03%). Turnover proxy 5.1%. Largest increases: Glencore PLC 3.05% to 3.92%; BHP Group Ltd 4.84% to 5.36%; BP PLC 2.28% to 2.66%; State Street Global Advisors 0.37% to 0.74%; Vale SA 2.46% to 2.8%; TotalEnergies SE 2.88% to 3.21%. Largest decreases: Sociedad Quimica y Minera de Chile SA 1.9% to 1.41%; Chevron Corp 3.2% to 2.73%; Nutrien Ltd 5.07% to 4.68%; Reliance Industries Ltd 2.52% to 2.27%; Exxon Mobil Corp 4.11% to 3.88%; Anglo American PLC 2.35% to 2.13%. New: Chicago Mercantile Exchange (0.04%), ICE Futures Europe - Financial Products Division (0%). Gone: Amcor PLC (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Feb 2023 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2022-09-30 -- 1 added, 2 dropped, turnover 5.3%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>93 positions became 92: 1 added (0.7% of the fund), 2 dropped (0.19%). Turnover proxy 5.3%. Largest increases: Sociedad Quimica y Minera de Chile SA 1.24% to 1.9%; Glencore PLC 2.53% to 3.05%; Nutrien Ltd 4.66% to 5.07%; Woodside Energy Group Ltd 0.6% to 0.98%; Anglo American PLC 2.09% to 2.35%; Freeport-McMoRan Inc 2.04% to 2.26%. Largest decreases: Reliance Industries Ltd 3.17% to 2.52%; Newmont Corp 2.19% to 1.86%; Svenska Cellulosa AB SCA 1.33% to 1.04%; Stora Enso Oyj 1.37% to 1.1%; Canadian Natural Resources Ltd 1.63% to 1.41%; Weyerhaeuser Co 1.38% to 1.16%. New: West Fraser Timber Co Ltd (0.7%). Gone: Nine Dragons Paper Holdings Ltd (0.19%), Sylvamo Corp (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Nov 2022 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2022-06-30 -- 14 added, 5 dropped, turnover 10.5%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>84 positions became 93: 14 added (5.79% of the fund), 5 dropped (0.5%). Turnover proxy 10.5%. Largest increases: Reliance Industries Ltd 2% to 3.17%; TotalEnergies SE 2.63% to 3.06%; Shell PLC 4.44% to 4.82%; Archer-Daniels-Midland Co 2.03% to 2.36%; Suncor Energy Inc 0.98% to 1.24%; UPM-Kymmene Oyj 2% to 2.23%. Largest decreases: Nutrien Ltd 6.11% to 4.66%; Freeport-McMoRan Inc 2.87% to 2.04%; Vale SA 3.23% to 2.51%; Anglo American PLC 2.77% to 2.09%; Chevron Corp 3.65% to 3.04%; BHP Group Ltd 5.38% to 4.86%. New: Woodside Energy Group Ltd (0.6%), Steel Dynamics Inc (0.6%), Teck Resources Ltd (0.59%), Cenovus Energy Inc (0.54%), Reliance Steel &amp;amp; Aluminum Co (0.5%), Boliden AB (0.42%). Gone: Woodside Petroleum Ltd (0.48%), Chicago Mercantile Exchange (0.01%), ICE Futures Europe - Financial Products Division (0%), ASX Clear (Futures) (0%), The Montreal Exchange / Bourse De Montreal (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Aug 2022 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2022-03-31 -- 1 added, 15 dropped, turnover 12.4%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>98 positions became 84: 1 added (4.44% of the fund), 15 dropped (7.66%). Turnover proxy 12.4%. Largest increases: BHP Group Ltd 4.19% to 5.38%; Nutrien Ltd 5.05% to 6.11%; Vale SA 2.65% to 3.23%; Sociedad Quimica y Minera de Chile SA 0.85% to 1.42%; Agnico Eagle Mines Ltd 0.61% to 1.1%; Chevron Corp 3.37% to 3.65%. Largest decreases: TotalEnergies SE 3.65% to 2.63%; BP PLC 2.64% to 2.08%; UPM-Kymmene Oyj 2.39% to 2%; Smurfit Kappa Group PLC 1.68% to 1.31%; Mondi PLC 1.41% to 1.05%; Eni SpA 1.01% to 0.77%. New: Shell PLC (4.44%). Gone: Royal Dutch Shell PLC (2.61%), Gazprom PJSC (1%), MMC Norilsk Nickel PJSC (0.87%), LUKOIL PJSC (0.58%), Kirkland Lake Gold Ltd (0.52%), Novatek PJSC (0.41%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 May 2022 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2021-12-31 -- 4 added, 0 dropped, turnover 6.2%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>94 positions became 98: 4 added (0.05% of the fund), 0 dropped (0%). Turnover proxy 6.2%. Largest increases: Freeport-McMoRan Inc 2.22% to 2.88%; Nutrien Ltd 4.42% to 5.05%; Vale SA 2.11% to 2.65%; BHP Group Ltd 3.71% to 4.19%; Anglo American PLC 2.24% to 2.62%; Newmont Corp 2.02% to 2.33%. Largest decreases: Exxon Mobil Corp 4.47% to 3.84%; Royal Dutch Shell PLC 3.11% to 2.61%; BP PLC 3.14% to 2.64%; TotalEnergies SE 4.08% to 3.65%; Reliance Industries Ltd 2.22% to 1.86%; International Paper Co 1.13% to 0.87%. New: Sylvamo Corp (0.05%), Index And Options Market (0%), The Montreal Exchange / Bourse De Montreal (0%), ASX Clear (Futures) (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Feb 2022 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2021-09-30 -- 10 added, 8 dropped, turnover 7.5%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>92 positions became 94: 10 added (3.35% of the fund), 8 dropped (2.22%). Turnover proxy 7.5%. Largest increases: Royal Dutch Shell PLC 2.62% to 3.11%; TotalEnergies SE 3.62% to 4.08%; Glencore PLC 1.96% to 2.41%; BP PLC 2.81% to 3.14%; ConocoPhillips 1.41% to 1.64%; Equinor ASA 0.73% to 0.94%. Largest decreases: Vale SA 2.95% to 2.11%; BHP Group Ltd 4.51% to 3.71%; Fortescue Metals Group Ltd 1.22% to 0.84%; UPM-Kymmene Oyj 2.58% to 2.27%; Rio Tinto Ltd 1.48% to 1.25%; Stora Enso Oyj 1.43% to 1.23%. New: Suzano SA (0.85%), Darling Ingredients Inc (0.61%), Norsk Hydro ASA (0.47%), First Quantum Minerals Ltd (0.47%), Hess Corp (0.38%), Vedanta Ltd (0.21%). Gone: Oji Holdings Corp (0.74%), Kinross Gold Corp (0.33%), Gold Fields Ltd (0.3%), AngloGold Ashanti Ltd (0.29%), Rayonier Inc (0.25%), Korea Zinc Co Ltd (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Nov 2021 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2021-06-30 -- 1 added, 1 dropped, turnover 3.9%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>92 positions became 92: 1 added (0.02% of the fund), 1 dropped (0.01%). Turnover proxy 3.9%. Largest increases: Nutrien Ltd 3.88% to 4.42%; Vale SA 2.55% to 2.95%; Gazprom PJSC 0.8% to 1.05%; Smurfit Kappa Group PLC 1.54% to 1.79%; Exxon Mobil Corp 4.38% to 4.57%; SIG Combibloc Group AG 0.94% to 1.11%. Largest decreases: TotalEnergies SE 3.92% to 3.62%; Chevron Corp 3.74% to 3.46%; Corteva Inc 1.94% to 1.68%; Anglo American PLC 2.52% to 2.27%; Wilmar International Ltd 1.45% to 1.22%; Weyerhaeuser Co 1.48% to 1.31%. New: Thungela Resources Ltd (0.02%). Gone: Sociedad Quimica y Minera de Chile SA (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Aug 2021 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2021-03-31 -- 1 added, 2 dropped, turnover 5.4%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>93 positions became 92: 1 added (0.01% of the fund), 2 dropped (0.33%). Turnover proxy 5.4%. Largest increases: Exxon Mobil Corp 3.94% to 4.38%; ConocoPhillips 0.97% to 1.33%; Nucor Corp 0.83% to 1.14%; Freeport-McMoRan Inc 1.96% to 2.25%; Corteva Inc 1.67% to 1.94%; Glencore PLC 1.8% to 2.02%. Largest decreases: Barrick Gold Corp 2.1% to 1.66%; BHP Group Ltd 4.99% to 4.56%; UPM-Kymmene OYJ 2.86% to 2.43%; Fortescue Metals Group Ltd 1.56% to 1.19%; Neste Oyj 1.12% to 0.76%; Stora Enso OYJ 1.69% to 1.45%. New: Sociedad Quimica y Minera de Chile SA (0.01%). Gone: CNOOC Ltd (0.31%), Repsol SA (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 May 2021 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2020-12-31 -- 1 added, 0 dropped, turnover 8.2%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>92 positions became 93: 1 added (0.02% of the fund), 0 dropped (0%). Turnover proxy 8.2%. Largest increases: Vale SA 1.93% to 2.74%; Freeport-McMoRan Inc 1.35% to 1.96%; BHP Group Ltd 4.45% to 4.99%; Glencore PLC 1.35% to 1.8%; Royal Dutch Shell PLC 2.2% to 2.61%; Fortescue Metals Group Ltd 1.17% to 1.56%. Largest decreases: Barrick Gold Corp 2.95% to 2.1%; Newmont Corp 3.02% to 2.49%; Reliance Industries Ltd 2.36% to 1.85%; Wilmar International Ltd 1.91% to 1.44%; Nutrien Ltd 4.37% to 3.95%; Archer-Daniels-Midland Co 2% to 1.61%. New: Repsol SA (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Feb 2021 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2020-09-30 -- 9 added, 10 dropped, turnover 9.6%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>93 positions became 92: 9 added (6.15% of the fund), 10 dropped (1.87%). Turnover proxy 9.6%. Largest increases: Nutrien Ltd 3.72% to 4.37%; Stora Enso OYJ 1.48% to 1.88%; Neste Oyj 0.65% to 0.98%; Freeport-McMoRan Inc 1.12% to 1.35%; Smurfit Kappa Group PLC 1.6% to 1.81%; Mondi PLC 1.83% to 2.01%. Largest decreases: Gazprom PJSC 1.22% to 0.64%; LUKOIL PJSC 1.17% to 0.6%; BP PLC 2.97% to 2.54%; Exxon Mobil Corp 4.14% to 3.76%; BHP Group Ltd 4.83% to 4.45%; Royal Dutch Shell PLC 2.58% to 2.2%. New: Reliance Industries Ltd (2.36%), Kinross Gold Corp (0.65%), SIG Combibloc Group AG (0.64%), AngloGold Ashanti Ltd (0.63%), Gold Fields Ltd (0.63%), Scotts Miracle-Gro Co/The (0.47%). Gone: Teck Resources Ltd (0.33%), JFE Holdings Inc (0.27%), Norsk Hydro ASA (0.25%), K+S AG (0.24%), thyssenkrupp AG (0.19%), Novolipetsk Steel PJSC (0.15%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 19 Nov 2020 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2020-06-30 -- 1 added, 0 dropped, turnover 5.5%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>92 positions became 93: 1 added (0.03% of the fund), 0 dropped (0%). Turnover proxy 5.5%. Largest increases: Chevron Corp 3.16% to 3.69%; Exxon Mobil Corp 3.7% to 4.14%; Weyerhaeuser Co 1.26% to 1.5%; ConocoPhillips 0.78% to 1.01%; Freeport-McMoRan Inc 0.9% to 1.12%; LUKOIL PJSC 0.97% to 1.17%. Largest decreases: Nutrien Ltd 4.82% to 3.72%; UPM-Kymmene OYJ 3.64% to 3.11%; Oji Holdings Corp 1.35% to 0.95%; BP PLC 3.31% to 2.97%; MMC Norilsk Nickel PJSC 1.37% to 1.05%; Royal Dutch Shell PLC 2.83% to 2.58%. New: Repsol SA (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2020 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2020-03-31 -- 0 added, 1 dropped, turnover 8.5%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>93 positions became 92: 0 added (0% of the fund), 1 dropped (0.02%). Turnover proxy 8.5%. Largest increases: Newmont Corp 2.28% to 3.37%; Barrick Gold Corp 2.11% to 2.99%; UPM-Kymmene OYJ 2.99% to 3.64%; Svenska Cellulosa AB SCA 0.99% to 1.52%; Franco-Nevada Corp 1.24% to 1.7%; Oji Holdings Corp 0.9% to 1.35%. Largest decreases: Glencore PLC 2.18% to 1.54%; Exxon Mobil Corp 4.26% to 3.7%; Schlumberger Ltd 0.8% to 0.43%; BHP Group Ltd 5.12% to 4.77%; Anglo American PLC 2.55% to 2.22%; Freeport-McMoRan Inc 1.21% to 0.9%. Gone: Repsol SA (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Jun 2020 12:00:00 GMT</pubDate></item><item><title>GNR: filing for 2019-12-31 -- 2 added, 0 dropped, turnover 3.9%</title><link>https://themulden.com/funds/gnr/</link><guid isPermaLink="true">https://themulden.com/funds/gnr/</guid><description>91 positions became 93: 2 added (0.04% of the fund), 0 dropped (0%). Turnover proxy 3.9%. Largest increases: Anglo American PLC 2.25% to 2.55%; Freeport-McMoRan Inc 0.96% to 1.21%; LUKOIL PJSC 0.83% to 1.06%; Smurfit Kappa Group PLC 1.25% to 1.47%; Stora Enso OYJ 1.24% to 1.44%; Vale SA 2.49% to 2.68%. Largest decreases: Nutrien Ltd 4.87% to 4.44%; BP PLC 3.47% to 3.05%; Royal Dutch Shell PLC 3.44% to 3.06%; Glencore PLC 2.53% to 2.18%; Exxon Mobil Corp 4.51% to 4.26%; Wilmar International Ltd 1.73% to 1.51%. New: State Street Global Advisors (0.02%), Repsol SA (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>