Each N-PORT filing of IFRA 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.https://themulden.com/enhttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/166 positions became 164: 3 added (0.09% of the fund), 5 dropped (0.14%). Turnover proxy 4.5%. Largest increases: UNITED RENTALS, INC. 1.92% to 2.49%; COMFORT SYSTEMS USA, INC. 2.01% to 2.43%; STERLING INFRASTRUCTURE, INC. 0.51% to 0.88%; CATERPILLAR INC. 4.2% to 4.57%; QUANTA SERVICES, INC. 3.41% to 3.77%; CARPENTER TECHNOLOGY CORPORATION 0.8% to 1.05%. Largest decreases: CRH PUBLIC LIMITED COMPANY 2.95% to 2.51%; MARTIN MARIETTA MATERIALS, INC. 1.48% to 1.21%; CONSTELLATION ENERGY CORPORATION. 2.54% to 2.27%; Amrize AG 1.16% to 0.92%; NORFOLK SOUTHERN CORPORATION 2.71% to 2.49%; NEXTERA ENERGY, INC. 4.12% to 3.97%. New: TREKOR METALS LIMITED (0.09%), S P MID 400 EMINI SEP26 (0%), XAU UTILITIES SEP26 (0%). Gone: Taseko Mines Limited (0.1%), GREAT LAKES DREDGE & DOCK CORPORATION (0.05%), XAU UTILITIES JUN26 (0%), XAE ENERGY JUN26 (0%), S P MID 400 EMINI JUN26 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 24 Aug 2026 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/152 positions became 166: 20 added (4.71% of the fund), 6 dropped (2.94%). Turnover proxy 48.4%. Largest increases: CATERPILLAR INC. 0.56% to 4.2%; NEXTERA ENERGY, INC. 0.74% to 4.12%; UNION PACIFIC CORPORATION 0.76% to 3.85%; QUANTA SERVICES, INC. 0.54% to 3.41%; CSX Corporation 0.77% to 3.2%; CRH PUBLIC LIMITED COMPANY 0.61% to 2.95%. Largest decreases: HAWAIIAN ELECTRIC INDUSTRIES, INC. 0.84% to 0.07%; ARTESIAN RESOURCES CORPORATION 0.77% to 0.01%; UNITIL CORPORATION 0.78% to 0.02%; THE YORK WATER COMPANY 0.74% to 0.01%; H2O AMERICA 0.79% to 0.06%; MIDDLESEX WATER COMPANY 0.75% to 0.02%. New: VISTRA CORP. (1.36%), Amrize AG (1.16%), SOLSTICE ADVANCED MATERIALS INC. (0.51%), JAMES HARDIE INDUSTRIES PUBLIC LIMITED COMPANY (0.46%), EMERA INCORPORATED (0.42%), VENTURE GLOBAL, INC. (0.2%). Gone: OLYMPIC STEEL, INC. (0.62%), CONSOLIDATED WATER CO. LTD. (0.61%), LyondellBasell Industries N.V. (0.59%), NEW FORTRESS ENERGY INC. (0.56%), ATLAS ENERGY SOLUTIONS INC. (0.56%), XAE ENERGY MAR26 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 22 May 2026 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/154 positions became 152: 1 added (0% of the fund), 3 dropped (1.35%). Turnover proxy 4.3%. Largest increases: ALGOMA STEEL GROUP INC. 0.4% to 0.58%; HAWAIIAN ELECTRIC INDUSTRIES, INC. 0.67% to 0.84%; WESTLAKE CORPORATION 0.49% to 0.64%; TREX COMPANY, INC. 0.46% to 0.6%; INGEVITY CORPORATION 0.53% to 0.66%; BLUELINX HOLDINGS INC. 0.48% to 0.6%. Largest decreases: ARGAN, INC. 0.73% to 0.59%; STERLING INFRASTRUCTURE, INC. 0.68% to 0.55%; COMFORT SYSTEMS USA, INC. 0.67% to 0.55%; IES HOLDINGS, INC. 0.65% to 0.53%; NEW FORTRESS ENERGY INC. 0.67% to 0.56%; EVERUS CONSTRUCTION GROUP, INC. 0.66% to 0.55%. New: XAE ENERGY MAR26 (0%). Gone: ALLETE, INC. (0.78%), MAC COPPER LIMITED (0.57%), XAU UTILITIES DEC25 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Feb 2026 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/157 positions became 154: 1 added (0% of the fund), 4 dropped (1.15%). Turnover proxy 3.7%. Largest increases: CENTURY ALUMINUM COMPANY 0.51% to 0.76%; ARGAN, INC. 0.5% to 0.73%; Taseko Mines Limited 0.57% to 0.73%; Eversource Energy 0.73% to 0.83%; MASTEC, INC. 0.58% to 0.68%; PRIMORIS SERVICES CORPORATION 0.57% to 0.67%. Largest decreases: ALGOMA STEEL GROUP INC. 0.65% to 0.4%; NEW FORTRESS ENERGY INC. 0.84% to 0.67%; BLUELINX HOLDINGS INC. 0.61% to 0.48%; BUILDERS FIRSTSOURCE, INC. 0.58% to 0.46%; WORTHINGTON STEEL, INC. 0.64% to 0.53%; HAWAIIAN ELECTRIC INDUSTRIES, INC. 0.76% to 0.67%. New: XAU UTILITIES DEC25 (0%). Gone: NV5 GLOBAL, INC. (0.58%), THE AZEK COMPANY INC. (0.57%), S P MID 400 EMINI SEP25 (0%), XAU UTILITIES SEP25 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Nov 2025 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/158 positions became 157: 2 added (0% of the fund), 3 dropped (1.21%). Turnover proxy 4%. Largest increases: NEW FORTRESS ENERGY INC. 0.64% to 0.84%; ALGOMA STEEL GROUP INC. 0.47% to 0.65%; TUTOR PERINI CORPORATION 0.48% to 0.64%; CONSOLIDATED WATER CO. LTD. 0.49% to 0.61%; INGEVITY CORPORATION 0.46% to 0.57%; WORTHINGTON STEEL, INC. 0.54% to 0.64%. Largest decreases: PG&E CORPORATION 0.81% to 0.67%; ARGAN, INC. 0.64% to 0.5%; TXNM Energy, Inc. 0.85% to 0.74%; ONEOK, INC. 0.84% to 0.75%; KNIFE RIVER CORPORATION 0.57% to 0.49%; ALGONQUIN POWER & UTILITIES CORP. 0.81% to 0.73%. New: S P MID 400 EMINI SEP25 (0%), XAU UTILITIES SEP25 (0%). Gone: UNITED STATES STEEL CORPORATION (0.65%), H&E EQUIPMENT SERVICES, INC. (0.56%), XAE ENERGY JUN25 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Aug 2025 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/161 positions became 158: 10 added (4.94% of the fund), 13 dropped (5.78%). Turnover proxy 8.3%. Largest increases: MDU RESOURCES GROUP, INC. 0.56% to 0.77%; MIDDLESEX WATER COMPANY 0.58% to 0.72%; UNITED STATES STEEL CORPORATION 0.54% to 0.65%; ONEOK, INC. 0.73% to 0.84%; BOWMAN CONSULTING GROUP LTD. 0.54% to 0.64%; NRG ENERGY, INC. 0.72% to 0.82%. Largest decreases: BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.57% to 0.2%; NEW FORTRESS ENERGY INC. 0.97% to 0.64%; ALGOMA STEEL GROUP INC. 0.59% to 0.47%; MUELLER INDUSTRIES, INC. 0.61% to 0.51%; LyondellBasell Industries N.V. 0.59% to 0.5%; ECOVYST INC. 0.58% to 0.49%. New: NEW JERSEY RESOURCES CORPORATION (0.78%), MAC COPPER LIMITED (0.56%), IES HOLDINGS, INC. (0.54%), WORTHINGTON STEEL, INC. (0.54%), CATERPILLAR INC. (0.52%), EVERUS CONSTRUCTION GROUP, INC. (0.52%). Gone: Enbridge Inc. (0.78%), ENLINK MIDSTREAM, LLC (0.73%), VISTRA CORP. (0.69%), SUMMIT MATERIALS, INC. (0.61%), WORTHINGTON ENTERPRISES, INC. (0.6%), Mativ Holdings, Inc. (0.55%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 May 2025 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/165 positions became 161: 2 added (0% of the fund), 6 dropped (1.32%). Turnover proxy 6.5%. Largest increases: TETRA TECH, INC. 0.11% to 0.57%; NEW FORTRESS ENERGY INC. 0.56% to 0.97%; HSBC BANK PLC 0% to 0.41%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.29% to 0.57%; PG&E CORPORATION 0.67% to 0.79%; HAWAIIAN ELECTRIC INDUSTRIES, INC. 0.61% to 0.73%. Largest decreases: VISTRA CORP. 1.1% to 0.69%; CONSTELLATION ENERGY CORPORATION. 1.02% to 0.7%; COMPASS MINERALS INTERNATIONAL, INC. 0.74% to 0.5%; CENTURY ALUMINUM COMPANY 0.69% to 0.49%; STERLING INFRASTRUCTURE, INC. 0.68% to 0.52%; COMFORT SYSTEMS USA, INC. 0.66% to 0.52%. New: XAU UTILITIES MAR25 (0%), XAE ENERGY MAR25 (0%). Gone: AVANGRID, INC. (0.69%), HAYNES INTERNATIONAL, INC. (0.51%), AMENTUM HOLDINGS LLC (0.12%), XAU UTILITIES DEC24 (0%), S P MID 400 EMINI DEC24 (0%), XAE ENERGY DEC24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 24 Feb 2025 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/163 positions became 165: 6 added (0.27% of the fund), 4 dropped (1.23%). Turnover proxy 4.6%. Largest increases: VISTRA CORP. 0.74% to 1.1%; COMPASS MINERALS INTERNATIONAL, INC. 0.43% to 0.74%; CONSTELLATION ENERGY CORPORATION. 0.74% to 1.02%; MATRIX SERVICE COMPANY 0.51% to 0.63%; Taseko Mines Limited 0.57% to 0.69%; COMFORT SYSTEMS USA, INC. 0.55% to 0.66%. Largest decreases: TETRA TECH, INC. 0.56% to 0.11%; NEW FORTRESS ENERGY INC. 0.69% to 0.56%; OLYMPIC STEEL, INC. 0.5% to 0.39%; JACOBS SOLUTIONS INC. 0.56% to 0.47%; SJW GROUP 0.75% to 0.67%; ONEOK, INC. 0.76% to 0.68%. New: JP MORGAN (0.14%), AMENTUM HOLDINGS LLC (0.12%), HSBC BANK PLC (0%), XAU UTILITIES DEC24 (0%), S P MID 400 EMINI DEC24 (0%), XAE ENERGY DEC24 (0%). Gone: Equitrans Midstream Corporation (0.68%), U.S. SILICA HOLDINGS, INC. (0.55%), S P MID 400 EMINI SEP24 (0%), XAE ENERGY SEP24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Nov 2024 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/167 positions became 163: 2 added (0% of the fund), 6 dropped (1.15%). Turnover proxy 3.4%. Largest increases: LIMBACH HOLDINGS, INC. 0.41% to 0.55%; UNITED STATES STEEL CORPORATION 0.43% to 0.55%; COMPASS MINERALS INTERNATIONAL, INC. 0.34% to 0.43%; CSX Corporation 0.66% to 0.75%; NEW FORTRESS ENERGY INC. 0.6% to 0.69%; SIMPSON MANUFACTURING CO., INC. 0.49% to 0.58%. Largest decreases: CENTURY ALUMINUM COMPANY 0.73% to 0.59%; MGE ENERGY, INC. 0.85% to 0.71%; VISTRA CORP. 0.87% to 0.74%; Taseko Mines Limited 0.7% to 0.57%; Equitrans Midstream Corporation 0.79% to 0.68%; LSB INDUSTRIES, INC. 0.61% to 0.49%. New: S P MID 400 EMINI SEP24 (0%), XAE ENERGY SEP24 (0%). Gone: ALTA EQUIPMENT GROUP INC. (0.56%), OMEGA FLEX, INC. (0.52%), HSBC BANK PLC (0.07%), S P MID 400 EMINI JUN24 (0%), XAU UTILITIES JUN24 (0%), XAE ENERGY JUN24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 26 Aug 2024 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/154 positions became 167: 16 added (6.54% of the fund), 3 dropped (1.28%). Turnover proxy 9.8%. Largest increases: MGE ENERGY, INC. 0.66% to 0.85%; VISTRA CORP. 0.72% to 0.87%; KINETIK HOLDINGS INC. 0.62% to 0.77%; ENLINK MIDSTREAM, LLC 0.59% to 0.73%; Equitrans Midstream Corporation 0.66% to 0.79%; AVANGRID, INC. 0.68% to 0.8%. Largest decreases: UNITED STATES STEEL CORPORATION 0.77% to 0.43%; Sterling Infrastructure, Inc. 0.78% to 0.5%; ENVIRI CORPORATION 0.81% to 0.56%; COMPASS MINERALS INTERNATIONAL, INC. 0.58% to 0.34%; WORTHINGTON ENTERPRISES, INC. 0.73% to 0.5%; BLUELINX HOLDINGS INC. 0.71% to 0.51%. New: UNITED STATES LIME & MINERALS, INC. (0.59%), ATLAS ENERGY SOLUTIONS INC. (0.59%), OSHKOSH CORPORATION (0.56%), KNIFE RIVER CORPORATION (0.55%), MATRIX SERVICE COMPANY (0.55%), Olin Corporation (0.54%). Gone: NEW JERSEY RESOURCES CORPORATION (0.7%), SUNPOWER CORPORATION (0.58%), S P MID 400 EMINI MAR24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 May 2024 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/153 positions became 154: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.9%. Largest increases: CENTURY ALUMINUM COMPANY 0.6% to 0.84%; MASTEC, INC. 0.47% to 0.69%; Sterling Infrastructure, Inc. 0.57% to 0.78%; WORTHINGTON ENTERPRISES, INC. 0.52% to 0.73%; ENVIRI CORPORATION 0.61% to 0.81%; ALTA EQUIPMENT GROUP INC. 0.53% to 0.69%. Largest decreases: BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.94% to 0.15%; ENLINK MIDSTREAM, LLC 0.72% to 0.59%; NEW FORTRESS ENERGY INC. 0.77% to 0.64%; U.S. SILICA HOLDINGS, INC. 0.69% to 0.57%; DT MIDSTREAM, INC. 0.76% to 0.64%; CARPENTER TECHNOLOGY CORPORATION 0.67% to 0.56%. New: S P MID 400 EMINI MAR24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 Feb 2024 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/158 positions became 153: 0 added (0% of the fund), 5 dropped (0.59%). Turnover proxy 4.6%. Largest increases: BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.12% to 0.94%; LUXFER HOLDINGS PLC 0.54% to 0.7%; NEW FORTRESS ENERGY INC. 0.63% to 0.77%; U.S. SILICA HOLDINGS, INC. 0.56% to 0.69%; ARGAN, INC. 0.55% to 0.69%; CALIFORNIA WATER SERVICE GROUP 0.61% to 0.71%. Largest decreases: THE GREENBRIER COMPANIES, INC. 0.83% to 0.59%; MASTEC, INC. 0.64% to 0.47%; ALTA EQUIPMENT GROUP INC. 0.69% to 0.53%; LOUISIANA-PACIFIC CORPORATION 0.71% to 0.55%; WORTHINGTON INDUSTRIES, INC. 0.67% to 0.52%; TREX COMPANY, INC. 0.67% to 0.55%. Gone: ARCONIC CORPORATION (0.59%), S P MID 400 EMINI SEP23 (0%), HSBC BANK PLC (0%), GOLDMAN SACHS & CO. LLC (0%), XAE ENERGY SEP23 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 Nov 2023 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/161 positions became 158: 2 added (0% of the fund), 5 dropped (0.56%). Turnover proxy 7.2%. Largest increases: MIDDLESEX WATER COMPANY 0.19% to 0.67%; CHESAPEAKE UTILITIES CORPORATION 0.28% to 0.62%; THE GREENBRIER COMPANIES, INC. 0.59% to 0.83%; TUTOR PERINI CORPORATION 0.43% to 0.65%; UNITED RENTALS, INC. 0.5% to 0.71%; ALTA EQUIPMENT GROUP INC. 0.5% to 0.69%. Largest decreases: BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 1.23% to 0.12%; HSBC BANK PLC 0.62% to 0%; GOLDMAN SACHS & CO. LLC 0.38% to 0%; CALIFORNIA WATER SERVICE GROUP 0.75% to 0.61%; ALGONQUIN POWER & UTILITIES CORP. 0.79% to 0.66%; UNITIL CORPORATION 0.77% to 0.64%. New: S P MID 400 EMINI SEP23 (0%), XAE ENERGY SEP23 (0%). Gone: TREDEGAR CORPORATION (0.47%), JP MORGAN (0.08%), S P MID 400 EMINI JUN23 (0.01%), XAU UTILITIES JUN23 (0%), XAE ENERGY JUN23 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Aug 2023 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/158 positions became 161: 8 added (2.59% of the fund), 5 dropped (2.66%). Turnover proxy 6%. Largest increases: NRG ENERGY, INC. 0.56% to 0.75%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 1.05% to 1.23%; ALGONQUIN POWER & UTILITIES CORP. 0.63% to 0.79%; VISTRA CORP. 0.7% to 0.82%; HSBC BANK PLC 0.51% to 0.62%; WORTHINGTON INDUSTRIES, INC. 0.55% to 0.63%. Largest decreases: TUTOR PERINI CORPORATION 0.64% to 0.43%; H&E EQUIPMENT SERVICES, INC. 0.67% to 0.48%; BLUELINX HOLDINGS INC. 0.64% to 0.47%; TREDEGAR CORPORATION 0.61% to 0.47%; CLEVELAND-CLIFFS INC. 0.62% to 0.49%; UNITED RENTALS, INC. 0.63% to 0.5%. New: NEW FORTRESS ENERGY INC. (0.6%), Algoma Steel Group Inc (0.55%), ALTA EQUIPMENT GROUP INC. (0.5%), HARSCO CORPORATION (0.5%), LSB INDUSTRIES, INC. (0.44%), S P MID 400 EMINI JUN23 (0.01%). Gone: SOUTH JERSEY INDUSTRIES, INC. (0.76%), Otter Tail Corporation (0.72%), AVIENT CORPORATION (0.6%), Olin Corporation (0.59%), XAE ENERGY MAR23 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 May 2023 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/157 positions became 158: 4 added (0.95% of the fund), 3 dropped (1.74%). Turnover proxy 5.1%. Largest increases: BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.21% to 1.05%; AVIENT CORPORATION 0.47% to 0.6%; ARCONIC CORPORATION 0.45% to 0.56%; EXELON CORPORATION 0.66% to 0.76%; TUTOR PERINI CORPORATION 0.55% to 0.64%; PRIMORIS SERVICES CORPORATION 0.55% to 0.64%. Largest decreases: SUNPOWER CORPORATION 0.67% to 0.46%; NRG ENERGY, INC. 0.72% to 0.56%; CONSTELLATION ENERGY CORPORATION. 0.81% to 0.68%; GIBRALTAR INDUSTRIES, INC. 0.69% to 0.57%; Hawkins, Inc. 0.69% to 0.58%; MUELLER INDUSTRIES, INC. 0.63% to 0.53%. New: HSBC BANK PLC (0.51%), GOLDMAN SACHS & CO. LLC (0.38%), JP MORGAN (0.05%), XAE ENERGY MAR23 (0%). Gone: INFRASTRUCTURE AND ENERGY ALTERNATIVES, INC. (0.63%), IES HOLDINGS, INC. (0.62%), DANIMER SCIENTIFIC, INC. (0.49%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 Feb 2023 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/159 positions became 157: 1 added (0.6% of the fund), 3 dropped (1.24%). Turnover proxy 6.1%. Largest increases: Taseko Mines Limited 0.43% to 0.73%; LOUISIANA-PACIFIC CORPORATION 0.47% to 0.63%; BOISE CASCADE COMPANY 0.47% to 0.63%; RYERSON HOLDING CORPORATION 0.45% to 0.61%; TIMKENSTEEL CORPORATION 0.52% to 0.66%; PG&E CORPORATION 0.64% to 0.78%. Largest decreases: DANIMER SCIENTIFIC, INC. 0.73% to 0.49%; ARCONIC CORPORATION 0.63% to 0.45%; Otter Tail Corporation 0.81% to 0.66%; UNITIL CORPORATION 0.83% to 0.7%; Essential Utilities, Inc. 0.79% to 0.66%; MGE ENERGY, INC. 0.79% to 0.67%. New: JACOBS SOLUTIONS INC. (0.6%). Gone: Cornerstone Building Brands Inc (0.64%), Jacobs Engineering Group Inc (0.59%), Chicago Mercantile Exchange (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Nov 2022 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/159 positions became 159: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.4%. Largest increases: Unitil Corp 0.63% to 0.83%; Omega Flex Inc 0.49% to 0.64%; Northwest Natural Holding Co 0.64% to 0.78%; Otter Tail Corp 0.68% to 0.81%; York Water Co/The 0.66% to 0.79%; American States Water Co 0.7% to 0.82%. Largest decreases: US Silica Holdings Inc 0.74% to 0.43%; Chesapeake Utilities Corp 0.61% to 0.3%; Middlesex Water Co 0.54% to 0.24%; Cleveland-Cliffs Inc 0.69% to 0.43%; Equitrans Midstream Corp 0.82% to 0.6%; United States Steel Corp 0.67% to 0.46%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Aug 2022 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/150 positions became 159: 19 added (12.11% of the fund), 10 dropped (6.24%). Turnover proxy 13.2%. Largest increases: US Silica Holdings Inc 0.58% to 0.74%; Quanta Services Inc 0.59% to 0.67%; Tutor Perini Corp 0.55% to 0.62%; Cleveland-Cliffs Inc 0.62% to 0.69%; Equitrans Midstream Corp 0.76% to 0.82%; United States Steel Corp 0.61% to 0.67%. Largest decreases: BlueLinx Holdings Inc 0.71% to 0.45%; Century Aluminum Co 0.73% to 0.5%; Builders FirstSource Inc 0.7% to 0.49%; Omega Flex Inc 0.66% to 0.49%; AZEK Co Inc/The 0.69% to 0.52%; Worthington Industries Inc 0.64% to 0.48%. New: Danimer Scientific Inc (0.79%), Constellation Energy Corp (0.75%), Algonquin Power & Utilities Corp (0.73%), Fortis Inc/Canada (0.72%), SunPower Corp (0.72%), Enbridge Inc (0.7%). Gone: National Fuel Gas Co (0.75%), Mesabi Trust (0.67%), Howmet Aerospace Inc (0.63%), Eagle Materials Inc (0.62%), Babcock & Wilcox Enterprises Inc (0.62%), Harsco Corp (0.62%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 May 2022 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/152 positions became 150: 0 added (0% of the fund), 2 dropped (1.34%). Turnover proxy 4.1%. Largest increases: BlueLinx Holdings Inc 0.53% to 0.71%; AZEK Co Inc/The 0.55% to 0.69%; ONE Gas Inc 0.7% to 0.83%; NRG Energy Inc 0.72% to 0.84%; York Water Co/The 0.66% to 0.76%; API Group Corp 0.56% to 0.65%. Largest decreases: EnLink Midstream LLC 0.94% to 0.72%; ONEOK Inc 0.87% to 0.69%; Williams Cos Inc/The 0.83% to 0.68%; Sunnova Energy International Inc 0.74% to 0.61%; Insteel Industries Inc 0.68% to 0.56%; Construction Partners Inc 0.63% to 0.52%. Gone: Kansas City Southern (0.74%), Matrix Service Co (0.6%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Feb 2022 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/153 positions became 152: 3 added (1.37% of the fund), 4 dropped (2.43%). Turnover proxy 5.3%. Largest increases: Westlake Chemical Corp 0.51% to 0.67%; Equitrans Midstream Corp 0.73% to 0.87%; AdvanSix Inc 0.55% to 0.68%; H&E Equipment Services Inc 0.56% to 0.67%; EnLink Midstream LLC 0.83% to 0.94%; LyondellBasell Industries NV 0.53% to 0.63%. Largest decreases: Sunnova Energy International Inc 1.03% to 0.74%; NRG Energy Inc 0.93% to 0.72%; BlueLinx Holdings Inc 0.67% to 0.53%; Vistra Corp 0.83% to 0.71%; Cleveland-Cliffs Inc 0.65% to 0.53%; ALLETE Inc 0.79% to 0.7%. New: DT Midstream Inc (0.8%), Ecovyst Inc (0.57%), Chicago Mercantile Exchange (0%). Gone: US Concrete Inc (0.77%), United States Lime & Minerals Inc (0.61%), PQ Group Holdings Inc (0.58%), Team Inc (0.47%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 Nov 2021 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/154 positions became 153: 0 added (0% of the fund), 1 dropped (0.6%). Turnover proxy 4%. Largest increases: NRG Energy Inc 0.68% to 0.93%; Sunnova Energy International Inc 0.8% to 1.03%; EnLink Midstream LLC 0.61% to 0.83%; South Jersey Industries Inc 0.61% to 0.74%; Antero Midstream Corp 0.68% to 0.82%; Vistra Corp 0.71% to 0.83%. Largest decreases: Babcock & Wilcox Enterprises Inc 0.78% to 0.53%; United States Steel Corp 0.78% to 0.55%; Avista Corp 0.8% to 0.62%; Nucor Corp 0.69% to 0.53%; Fluor Corp 0.68% to 0.53%; Kansas City Southern 0.89% to 0.74%. Gone: Aegion Corp (0.6%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Aug 2021 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/135 positions became 154: 23 added (13.57% of the fund), 4 dropped (3.14%). Turnover proxy 14.9%. Largest increases: Hawaiian Electric Industries Inc 0.75% to 0.85%; Kansas City Southern 0.8% to 0.89%; Entergy Corp 0.71% to 0.8%; Equitrans Midstream Corp 0.71% to 0.77%; CenterPoint Energy Inc 0.72% to 0.78%; Fluor Corp 0.61% to 0.68%. Largest decreases: Great Lakes Dredge & Dock Corp 0.82% to 0.54%; Trinity Industries Inc 0.79% to 0.52%; Primoris Services Corp 0.75% to 0.49%; Pool Corp 0.82% to 0.57%; Builders FirstSource Inc 0.83% to 0.58%; Tredegar Corp 0.72% to 0.47%. New: Sunnova Energy International Inc (0.8%), Babcock & Wilcox Enterprises Inc (0.78%), ALLETE Inc (0.75%), US Concrete Inc (0.68%), TimkenSteel Corp (0.66%), BlueLinx Holdings Inc (0.61%). Gone: BMC Stock Holdings Inc (0.83%), Cadiz Inc (0.8%), Weyerhaeuser Co (0.78%), EnPro Industries Inc (0.73%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 May 2021 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/135 positions became 135: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.1%. Largest increases: Ingevity Corp 0.62% to 0.77%; BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.12% to 0.26%; Cleveland-Cliffs Inc 0.72% to 0.83%; Boise Cascade Co 0.68% to 0.78%; Howmet Aerospace Inc 0.7% to 0.8%; Trinity Industries Inc 0.69% to 0.79%. Largest decreases: Summit Materials Inc 0.81% to 0.7%; AECOM 0.81% to 0.69%; Fluor Corp 0.73% to 0.61%; Consolidated Edison Inc 0.84% to 0.73%; Insteel Industries Inc 0.77% to 0.66%; Martin Marietta Materials Inc 0.81% to 0.71%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Feb 2021 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/136 positions became 135: 1 added (0.71% of the fund), 2 dropped (1.54%). Turnover proxy 4.1%. Largest increases: PG&E Corp 0.59% to 0.81%; ONEOK Inc 0.61% to 0.77%; AECOM 0.65% to 0.81%; Olin Corp 0.63% to 0.76%; United States Steel Corp 0.56% to 0.69%; Duke Energy Corp 0.74% to 0.86%. Largest decreases: Argan Inc 0.91% to 0.74%; Worthington Industries Inc 0.83% to 0.72%; Boise Cascade Co 0.78% to 0.68%; York Water Co/The 0.85% to 0.75%; Ingevity Corp 0.72% to 0.62%; Commercial Metals Co 0.81% to 0.72%. New: Avient Corp (0.71%). Gone: El Paso Electric Co (0.82%), PolyOne Corp (0.72%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Nov 2020 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/146 positions became 136: 4 added (3.04% of the fund), 14 dropped (6.17%). Turnover proxy 14.5%. Largest increases: Ingevity Corp 0.34% to 0.72%; Tutor Perini Corp 0.38% to 0.74%; Allegheny Technologies Inc 0.31% to 0.66%; Carpenter Technology Corp 0.31% to 0.66%; EnLink Midstream LLC 0.25% to 0.59%; Fluor Corp 0.36% to 0.68%. Largest decreases: PG&E Corp 0.95% to 0.59%; Cadiz Inc 1.04% to 0.75%; NextEra Energy Inc 1.05% to 0.78%; Hawaiian Electric Industries Inc 0.99% to 0.75%; WEC Energy Group Inc 1.01% to 0.78%; Spire Inc 0.96% to 0.73%. New: York Water Co/The (0.85%), Weyerhaeuser Co (0.76%), Howmet Aerospace Inc (0.73%), Construction Partners Inc (0.7%). Gone: OMNOVA Solutions Inc (0.86%), Universal Forest Products Inc (0.65%), Sterling Construction Co Inc (0.57%), Cornerstone Building Brands Inc (0.53%), Louisiana-Pacific Corp (0.51%), Columbus McKinnon Corp/NY (0.51%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Aug 2020 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/148 positions became 146: 1 added (0.92% of the fund), 3 dropped (1.96%). Turnover proxy 12.4%. Largest increases: Cadiz Inc 0.69% to 1.04%; NextEra Energy Inc 0.74% to 1.05%; El Paso Electric Co 0.73% to 1.03%; American Water Works Co Inc 0.72% to 1%; California Water Service Group 0.72% to 0.99%; WEC Energy Group Inc 0.75% to 1.01%. Largest decreases: Antero Midstream Corp 1.22% to 0.48%; EnLink Midstream LLC 0.99% to 0.25%; Targa Resources Corp 0.82% to 0.2%; NN Inc 0.7% to 0.19%; Equitrans Midstream Corp 1.02% to 0.54%; ONEOK Inc 0.76% to 0.31%. New: Essential Utilities Inc (0.92%). Gone: Aqua America Inc (0.75%), AK Steel Holding Corp (0.62%), Continental Building Products Inc (0.6%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Jun 2020 12:00:00 GMThttps://themulden.com/funds/ifra/https://themulden.com/funds/ifra/149 positions became 148: 0 added (0% of the fund), 1 dropped (0.7%). Turnover proxy 3.8%. Largest increases: Antero Midstream Corp 0.77% to 1.22%; EnLink Midstream LLC 0.76% to 0.99%; Equitrans Midstream Corp 0.82% to 1.02%; Argan Inc 0.56% to 0.69%; PG&E Corp 0.69% to 0.81%; Matrix Service Co 0.55% to 0.67%. Largest decreases: Tutor Perini Corp 0.85% to 0.52%; BlackRock Funds III 0.2% to 0.07%; Gibraltar Industries Inc 0.67% to 0.56%; Apogee Enterprises Inc 0.62% to 0.51%; United States Steel Corp 0.6% to 0.49%; Cornerstone Building Brands Inc 0.79% to 0.69%. Gone: Connecticut Water Service Inc (0.7%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2020 12:00:00 GMT