<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>IVOG filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of IVOG 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>IVOG: filing for 2026-05-31 -- 8 added, 5 dropped, turnover 13.8%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>241 positions became 244: 8 added (3.77% of the fund), 5 dropped (7.38%). Turnover proxy 13.8%. Largest increases: Flex Ltd 1.3% to 3.04%; Sterling Infrastructure Inc 0.73% to 1.45%; Twilio Inc 1.02% to 1.58%; Okta Inc 0.68% to 1.14%; nVent Electric PLC 1.06% to 1.48%; MACOM Technology Solutions Holdings Inc 0.89% to 1.29%. Largest decreases: Royal Gold Inc 1.35% to 1%; Tenet Healthcare Corp 1.17% to 0.84%; Hecla Mining Co 0.93% to 0.65%; Tempur Sealy International Inc 1.05% to 0.81%; Celsius Holdings Inc 0.48% to 0.29%; Wingstop Inc 0.4% to 0.24%. New: SiTime Corp (0.86%), DigitalOcean Holdings Inc (0.68%), Moog Inc (0.56%), CareTrust REIT Inc (0.5%), Vicor Corp (0.42%), Solstice Advanced Materials Inc (0.39%). Gone: Lumentum Holdings Inc (2.77%), Coherent Corp (2.27%), Casey&apos;s General Stores Inc (1.42%), EchoStar Corp (0.87%), ZoomInfo Technologies Inc (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Jul 2026 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2026-02-28 -- 51 added, 58 dropped, turnover 32.5%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>248 positions became 241: 51 added (16.72% of the fund), 58 dropped (16.6%). Turnover proxy 32.5%. Largest increases: Lumentum Holdings Inc 0.85% to 2.77%; Royal Gold Inc 0.44% to 1.35%; XPO Inc 0.49% to 1.38%; Coherent Corp 1.52% to 2.27%; EchoStar Corp 0.29% to 0.87%; Casey&apos;s General Stores Inc 0.87% to 1.42%. Largest decreases: TransUnion 0.99% to 0.44%; DocuSign Inc 0.83% to 0.3%; Pure Storage Inc 1.64% to 1.12%; Equitable Holdings Inc 0.83% to 0.31%; East West Bancorp Inc 0.88% to 0.43%; Nutanix Inc 0.76% to 0.35%. New: Flex Ltd (1.3%), Talen Energy Corp (0.95%), Hecla Mining Co (0.93%), Elanco Animal Health Inc (0.73%), Advanced Energy Industries Inc (0.71%), Five Below Inc (0.69%). Gone: Comfort Systems USA Inc (2.05%), Ciena Corp (1.03%), Toll Brothers Inc (0.82%), Permian Resources Corp (0.6%), Owens Corning (0.56%), American Airlines Group Inc (0.55%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Apr 2026 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2025-11-30 -- 8 added, 4 dropped, turnover 11.4%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>244 positions became 248: 8 added (4.52% of the fund), 4 dropped (2.39%). Turnover proxy 11.4%. Largest increases: Coherent Corp 0.88% to 1.52%; Ciena Corp 0.5% to 1.03%; Comfort Systems USA Inc 1.56% to 2.05%; Lumentum Holdings Inc 0.36% to 0.85%; United Therapeutics Corp 0.86% to 1.31%; Fabrinet 0.75% to 0.98%. Largest decreases: Sprouts Farmers Market Inc 0.86% to 0.49%; Duolingo Inc 0.73% to 0.45%; RB Global Inc 1.33% to 1.08%; Owens Corning 0.8% to 0.56%; Carlisle Cos Inc 1.05% to 0.81%; Burlington Stores Inc 1.15% to 0.94%. New: TechnipFMC PLC (1.11%), TransUnion (0.99%), Nutanix Inc (0.76%), Sterling Infrastructure Inc (0.62%), Kratos Defense &amp;amp; Security Solutions Inc (0.44%), MP Materials Corp (0.22%). Gone: EMCOR Group Inc (1.74%), Light &amp;amp; Wonder Inc (0.49%), Sarepta Therapeutics Inc (0.11%), Wendy&apos;s Co/The (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jan 2026 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2025-08-31 -- 4 added, 4 dropped, turnover 8.9%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>244 positions became 244: 4 added (2.4% of the fund), 4 dropped (2.32%). Turnover proxy 8.9%. Largest increases: Comfort Systems USA Inc 1.15% to 1.56%; Pure Storage Inc 1.12% to 1.52%; EMCOR Group Inc 1.47% to 1.74%; Medpace Holdings Inc 0.5% to 0.7%; nVent Electric PLC 0.73% to 0.93%; TopBuild Corp 0.56% to 0.75%. Largest decreases: Duolingo Inc 1.33% to 0.73%; Sprouts Farmers Market Inc 1.17% to 0.86%; DocuSign Inc 1.21% to 0.98%; Hims &amp;amp; Hers Health Inc 0.73% to 0.52%; Exelixis Inc 0.81% to 0.64%; Okta Inc 1.14% to 0.97%. New: Twilio Inc (1.01%), API Group Corp (0.48%), AeroVironment Inc (0.48%), Viper Energy Inc (0.42%). Gone: Interactive Brokers Group Inc (1.54%), Viper Energy Inc (0.35%), Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.3%), ChampionX Corp (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Oct 2025 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2025-05-31 -- 10 added, 5 dropped, turnover 9.5%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>239 positions became 244: 10 added (4.27% of the fund), 5 dropped (3.16%). Turnover proxy 9.5%. Largest increases: Duolingo Inc 0.8% to 1.33%; Curtiss-Wright Corp 0.83% to 1.12%; Comfort Systems USA Inc 0.87% to 1.15%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.04% to 0.3%; Wingstop Inc 0.47% to 0.68%; EMCOR Group Inc 1.28% to 1.47%. Largest decreases: Sarepta Therapeutics Inc 0.69% to 0.24%; Saia Inc 0.74% to 0.48%; Globus Medical Inc 0.62% to 0.46%; Doximity Inc 0.61% to 0.47%; Wyndham Hotels &amp;amp; Resorts Inc 0.57% to 0.44%; American Airlines Group Inc 0.64% to 0.51%. New: Okta Inc (1.14%), ATI Inc (0.77%), Hims &amp;amp; Hers Health Inc (0.73%), Entegris Inc (0.37%), Cava Group Inc (0.35%), Alaska Air Group Inc (0.32%). Gone: Williams-Sonoma Inc (1.67%), TKO Group Holdings Inc (0.68%), Aspen Technology Inc (0.48%), Altair Engineering Inc (0.28%), Teradata Corp (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Jul 2025 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2025-02-28 -- 40 added, 58 dropped, turnover 27.6%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>257 positions became 239: 40 added (14.34% of the fund), 58 dropped (14.66%). Turnover proxy 27.6%. Largest increases: Interactive Brokers Group Inc 0.76% to 1.51%; Equitable Holdings Inc 0.51% to 1.17%; Sprouts Farmers Market Inc 0.39% to 1.01%; United Therapeutics Corp 0.46% to 0.97%; TKO Group Holdings Inc 0.24% to 0.68%; Doximity Inc 0.21% to 0.61%. Largest decreases: Graco Inc 0.96% to 0.49%; Watsco Inc 1.19% to 0.74%; Manhattan Associates Inc 1.09% to 0.73%; Floor &amp;amp; Decor Holdings Inc 0.75% to 0.39%; Advanced Drainage Systems Inc 0.59% to 0.26%; Lincoln Electric Holdings Inc 0.77% to 0.45%. New: DocuSign Inc (1.14%), Guidewire Software Inc (1.14%), Coherent Corp (0.79%), Carpenter Technology Corp (0.7%), American Airlines Group Inc (0.64%), Globus Medical Inc (0.62%). Gone: Lennox International Inc (1.33%), Reliance Inc (1.1%), Ovintiv Inc (0.75%), Skechers USA Inc (0.53%), UFP Industries Inc (0.51%), Chord Energy Corp (0.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Apr 2025 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2024-11-30 -- 10 added, 7 dropped, turnover 9.1%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>254 positions became 257: 10 added (3.74% of the fund), 7 dropped (2.07%). Turnover proxy 9.1%. Largest increases: Duolingo Inc 0.54% to 0.81%; Saia Inc 0.69% to 0.94%; Comfort Systems USA Inc 0.86% to 1.09%; EMCOR Group Inc 1.27% to 1.48%; Dynatrace Inc 0.84% to 1.04%; Interactive Brokers Group Inc 0.56% to 0.76%. Largest decreases: Acadia Healthcare Co Inc 0.52% to 0.23%; BioMarin Pharmaceutical Inc 0.67% to 0.44%; Crocs Inc 0.61% to 0.39%; Onto Innovation Inc 0.72% to 0.5%; Tetra Tech Inc 0.87% to 0.69%; Wingstop Inc 0.78% to 0.6%. New: Mueller Industries Inc (0.57%), Fabrinet (0.53%), Ensign Group Inc/The (0.52%), Hamilton Lane Inc (0.48%), Shift4 Payments Inc (0.46%), Western Alliance Bancorp (0.32%). Gone: Texas Pacific Land Corp (0.74%), Erie Indemnity Co (0.5%), Southwestern Energy Co (0.48%), Progyny Inc (0.13%), Azenta Inc (0.12%), MP Materials Corp (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jan 2025 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2024-08-31 -- 11 added, 3 dropped, turnover 9.3%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>246 positions became 254: 11 added (5.59% of the fund), 3 dropped (2.49%). Turnover proxy 9.3%. Largest increases: Manhattan Associates Inc 0.98% to 1.12%; Lennox International Inc 1.16% to 1.3%; Kinsale Capital Group Inc 0.61% to 0.75%; Halozyme Therapeutics Inc 0.42% to 0.56%; Erie Indemnity Co 0.38% to 0.5%; Toll Brothers Inc 0.92% to 1.03%. Largest decreases: Celsius Holdings Inc 0.86% to 0.39%; Lattice Semiconductor Corp 0.74% to 0.45%; Five Below Inc 0.55% to 0.29%; Pure Storage Inc 1.29% to 1.08%; Ovintiv Inc 0.94% to 0.73%; Trex Co Inc 0.68% to 0.48%. New: RB Global Inc (1.09%), Texas Pacific Land Corp (0.74%), Sarepta Therapeutics Inc (0.7%), BioMarin Pharmaceutical Inc (0.67%), Abercrombie &amp;amp; Fitch Co (0.52%), Avantor Inc (0.51%). Gone: GoDaddy Inc (1.42%), Shockwave Medical Inc (0.89%), Equitrans Midstream Corp (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Oct 2024 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2024-05-31 -- 7 added, 7 dropped, turnover 10.1%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>246 positions became 246: 7 added (2.56% of the fund), 7 dropped (6.03%). Turnover proxy 10.1%. Largest increases: Chord Energy Corp 0.48% to 0.83%; Williams-Sonoma Inc 1.07% to 1.36%; GoDaddy Inc 1.14% to 1.42%; EMCOR Group Inc 1.05% to 1.32%; Carlisle Cos Inc 1.21% to 1.47%; Owens Corning 0.95% to 1.16%. Largest decreases: Saia Inc 1.09% to 0.78%; Five Below Inc 0.79% to 0.55%; Lincoln Electric Holdings Inc 1.04% to 0.81%; Kinsale Capital Group Inc 0.81% to 0.61%; Repligen Corp 0.72% to 0.56%; Manhattan Associates Inc 1.11% to 0.98%. New: Applied Industrial Technologies Inc (0.54%), American Homes 4 Rent (0.5%), Duolingo Inc (0.49%), AAON Inc (0.37%), Appfolio Inc (0.34%), Cytokinetics Inc (0.17%). Gone: Super Micro Computer Inc (2.86%), Deckers Outdoor Corp (1.64%), Vistra Corp (1.3%), Inari Medical Inc (0.1%), Calix Inc (0.07%), Fox Factory Holding Corp (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jul 2024 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2024-02-29 -- 50 added, 59 dropped, turnover 31.2%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>255 positions became 246: 50 added (15.08% of the fund), 59 dropped (18.08%). Turnover proxy 31.2%. Largest increases: Super Micro Computer Inc 0.81% to 2.86%; Vistra Corp 0.64% to 1.3%; Saia Inc 0.48% to 1.09%; Williams-Sonoma Inc 0.47% to 1.07%; TopBuild Corp 0.4% to 0.91%; Manhattan Associates Inc 0.64% to 1.11%. Largest decreases: United Therapeutics Corp 0.91% to 0.34%; RPM International Inc 1.07% to 0.57%; Essential Utilities Inc 0.7% to 0.3%; Royal Gold Inc 0.65% to 0.25%; Jazz Pharmaceuticals PLC 0.6% to 0.22%; Toro Co/The 0.7% to 0.33%. New: Pure Storage Inc (1.1%), Toll Brothers Inc (0.88%), elf Beauty Inc (0.82%), Comfort Systems USA Inc (0.78%), Woodward Inc (0.61%), Skechers USA Inc (0.59%). Gone: Builders FirstSource Inc (1.35%), Annaly Capital Management Inc (0.72%), WP Carey Inc (0.65%), NOV Inc (0.6%), OGE Energy Corp (0.57%), Darling Ingredients Inc (0.56%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Apr 2024 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2023-11-30 -- 20 added, 9 dropped, turnover 11.2%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>244 positions became 255: 20 added (9.26% of the fund), 9 dropped (2.67%). Turnover proxy 11.2%. Largest increases: Deckers Outdoor Corp 1.17% to 1.4%; Wingstop Inc 0.4% to 0.58%; Dynatrace Inc 0.88% to 1.03%; Qualys Inc 0.44% to 0.55%; Williams-Sonoma Inc 0.37% to 0.47%; FTI Consulting Inc 0.53% to 0.61%. Largest decreases: Lattice Semiconductor Corp 1.12% to 0.65%; Darling Ingredients Inc 0.83% to 0.56%; Builders FirstSource Inc 1.56% to 1.35%; Toro Co/The 0.9% to 0.7%; Fox Factory Holding Corp 0.39% to 0.21%; Jazz Pharmaceuticals PLC 0.77% to 0.6%. New: GoDaddy Inc (1.18%), Floor &amp;amp; Decor Holdings Inc (0.79%), Gaming and Leisure Properties Inc (0.65%), WP Carey Inc (0.65%), Vistra Corp (0.64%), RBC Bearings Inc (0.6%). Gone: Hubbell Inc (1.47%), National Instruments Corp (0.38%), World Wrestling Entertainment Inc (0.35%), Envestnet Inc (0.12%), Cathay General Bancorp (0.11%), Worthington Industries Inc (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jan 2024 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2023-08-31 -- 13 added, 9 dropped, turnover 9%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>240 positions became 244: 13 added (4.72% of the fund), 9 dropped (1.99%). Turnover proxy 9%. Largest increases: Celsius Holdings Inc 0.48% to 0.67%; NOV Inc 0.53% to 0.7%; EMCOR Group Inc 0.75% to 0.9%; Matador Resources Co 0.47% to 0.6%; Saia Inc 0.41% to 0.54%; Southwestern Energy Co 0.5% to 0.63%. Largest decreases: Shockwave Medical Inc 0.95% to 0.68%; Iridium Communications Inc 0.72% to 0.52%; Essential Utilities Inc 0.93% to 0.75%; Masimo Corp 0.47% to 0.29%; Lantheus Holdings Inc 0.57% to 0.39%; Dynatrace Inc 1.05% to 0.88%. New: Ovintiv Inc (0.74%), Dropbox Inc (0.64%), Erie Indemnity Co (0.58%), BWX Technologies Inc (0.57%), Graphic Packaging Holding Co (0.41%), Crown Holdings Inc (0.36%). Gone: Life Storage Inc (0.63%), PDC Energy Inc (0.6%), STAAR Surgical Co (0.18%), Ingevity Corp (0.16%), Mercury Systems Inc (0.13%), Fulton Financial Corp (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Oct 2023 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2023-05-31 -- 13 added, 6 dropped, turnover 9.6%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>233 positions became 240: 13 added (3.67% of the fund), 6 dropped (3.46%). Turnover proxy 9.6%. Largest increases: Builders FirstSource Inc 1.13% to 1.62%; Super Micro Computer Inc 0.33% to 0.8%; Shockwave Medical Inc 0.62% to 0.95%; Dynatrace Inc 0.83% to 1.05%; Hubbell Inc 1.22% to 1.44%; Deckers Outdoor Corp 1% to 1.19%. Largest decreases: First Horizon Corp 0.79% to 0.35%; NOV Inc 0.78% to 0.53%; Halozyme Therapeutics Inc 0.59% to 0.42%; Concentrix Corp 0.53% to 0.36%; East West Bancorp Inc 0.49% to 0.33%; Carlisle Cos Inc 1.21% to 1.05%. New: Advanced Drainage Systems Inc (0.44%), Chord Energy Corp (0.43%), Aramark (0.4%), Valaris Ltd (0.33%), Exponent Inc (0.3%), Axalta Coating Systems Ltd (0.27%). Gone: Fair Isaac Corp (1.53%), Axon Enterprise Inc (1.23%), IAA Inc (0.32%), Dycom Industries Inc (0.15%), Tandem Diabetes Care Inc (0.12%), Washington Federal Inc (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Jul 2023 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2023-02-28 -- 66 added, 71 dropped, turnover 35.1%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>238 positions became 233: 66 added (24.2% of the fund), 71 dropped (21.96%). Turnover proxy 35.1%. Largest increases: Fair Isaac Corp 0.86% to 1.53%; Hubbell Inc 0.7% to 1.22%; WEX Inc 0.31% to 0.76%; United Therapeutics Corp 0.58% to 1.01%; Lincoln Electric Holdings Inc 0.47% to 0.88%; RPM International Inc 0.65% to 1.04%. Largest decreases: East West Bancorp Inc 0.94% to 0.49%; Tetra Tech Inc 0.78% to 0.37%; Williams-Sonoma Inc 0.76% to 0.36%; Glacier Bancorp Inc 0.61% to 0.26%; Light &amp;amp; Wonder Inc 0.58% to 0.24%; Rexford Industrial Realty Inc 0.9% to 0.57%. New: Reliance Steel &amp;amp; Aluminum Co (1.32%), Annaly Capital Management Inc (0.88%), Jazz Pharmaceuticals PLC (0.8%), First Horizon Corp (0.79%), NOV Inc (0.78%), EMCOR Group Inc (0.72%). Gone: Steel Dynamics Inc (1.71%), First Solar Inc (0.96%), Cleveland-Cliffs Inc (0.76%), Stifel Financial Corp (0.65%), Aspentech Corp (0.63%), GameStop Corp (0.63%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Apr 2023 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2022-11-30 -- 7 added, 3 dropped, turnover 8.9%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>234 positions became 238: 7 added (2.53% of the fund), 3 dropped (1.93%). Turnover proxy 8.9%. Largest increases: Axon Enterprise Inc 0.83% to 1.18%; Steel Dynamics Inc 1.46% to 1.71%; Toro Co/The 0.87% to 1.1%; First Solar Inc 0.75% to 0.96%; Lattice Semiconductor Corp 0.75% to 0.95%; Halozyme Therapeutics Inc 0.57% to 0.75%. Largest decreases: Williams-Sonoma Inc 1.05% to 0.76%; Syneos Health Inc 0.62% to 0.34%; Repligen Corp 1.14% to 0.88%; Carlisle Cos Inc 1.54% to 1.29%; Omnicell Inc 0.46% to 0.22%; Life Storage Inc 1.08% to 0.86%. New: Dynatrace Inc (0.74%), ExlService Holdings Inc (0.59%), Antero Resources Corp (0.55%), Lantheus Holdings Inc (0.24%), Coherent Corp (0.22%), Frontier Communications Parent Inc (0.18%). Gone: Targa Resources Corp (1.57%), II-VI Inc (0.29%), American Eagle Outfitters Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Jan 2023 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2022-08-31 -- 15 added, 16 dropped, turnover 10.4%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>235 positions became 234: 15 added (5.11% of the fund), 16 dropped (4.37%). Turnover proxy 10.4%. Largest increases: First Solar Inc 0.4% to 0.75%; Repligen Corp 0.83% to 1.14%; Paylocity Holding Corp 0.68% to 0.96%; Wolfspeed Inc 0.5% to 0.78%; Carlisle Cos Inc 1.3% to 1.54%; Deckers Outdoor Corp 0.72% to 0.88%. Largest decreases: Cleveland-Cliffs Inc 1.09% to 0.83%; Builders FirstSource Inc 1.22% to 1.02%; Trex Co Inc 0.72% to 0.53%; Avis Budget Group Inc 0.75% to 0.58%; Azenta Inc 0.56% to 0.4%; Louisiana-Pacific Corp 0.6% to 0.45%. New: Shockwave Medical Inc (1.07%), Aspentech Corp (0.59%), Southwestern Energy Co (0.54%), Healthcare Realty Trust Inc (0.46%), Omnicell Inc (0.46%), Celsius Holdings Inc (0.4%). Gone: Coherent Inc (0.66%), Sailpoint Technologies Holdings Inc (0.58%), Aspentech Corp (0.53%), American Campus Communities Inc (0.49%), CMC Materials Inc (0.33%), CDK Global Inc (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Oct 2022 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2022-05-31 -- 9 added, 9 dropped, turnover 10.1%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>235 positions became 235: 9 added (3.36% of the fund), 9 dropped (4.19%). Turnover proxy 10.1%. Largest increases: Steel Dynamics Inc 1.18% to 1.58%; Targa Resources Corp 1.32% to 1.62%; Olin Corp 0.65% to 0.91%; Service Corp International/US 0.89% to 1.13%; Sailpoint Technologies Holdings Inc 0.34% to 0.58%; Darling Ingredients Inc 1.04% to 1.27%. Largest decreases: Aspentech Corp 0.9% to 0.53%; Synaptics Inc 0.79% to 0.57%; Trex Co Inc 0.93% to 0.72%; Tandem Diabetes Care Inc 0.63% to 0.42%; GXO Logistics Inc 0.73% to 0.54%; Penumbra Inc 0.69% to 0.51%. New: Matador Resources Co (0.66%), Chart Industries Inc (0.61%), Range Resources Corp (0.57%), Independence Realty Trust Inc (0.51%), QuidelOrtho Corp (0.35%), Crane Holdings Co (0.23%). Gone: Camden Property Trust (1.49%), Molina Healthcare Inc (0.78%), CyrusOne Inc (0.66%), Mimecast Ltd (0.43%), Quidel Corp (0.35%), Crane Co (0.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Aug 2022 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2022-02-28 -- 61 added, 59 dropped, turnover 34%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>233 positions became 235: 61 added (21.33% of the fund), 59 dropped (18.01%). Turnover proxy 34%. Largest increases: Targa Resources Corp 0.24% to 1.32%; Camden Property Trust 0.7% to 1.49%; Builders FirstSource Inc 0.63% to 1.26%; Carlisle Cos Inc 0.61% to 1.1%; Concentrix Corp 0.31% to 0.76%; Life Storage Inc 0.48% to 0.92%. Largest decreases: Wolfspeed Inc 1.27% to 0.58%; Cognex Corp 1.23% to 0.66%; Masimo Corp 1.27% to 0.71%; First Solar Inc 0.92% to 0.39%; Crocs Inc 0.92% to 0.44%; Graco Inc 1.11% to 0.65%. New: Steel Dynamics Inc (1.18%), East West Bancorp Inc (1.1%), Tenet Healthcare Corp (0.81%), Pinnacle Financial Partners Inc (0.68%), Olin Corp (0.65%), Avis Budget Group Inc (0.65%). Gone: FactSet Research Systems Inc (1.59%), SolarEdge Technologies Inc (1.54%), Knight-Swift Transportation Holdings Inc (0.85%), Sunrun Inc (0.85%), Lithia Motors Inc (0.79%), Nordson Corp (0.78%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Apr 2022 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2021-11-30 -- 6 added, 9 dropped, turnover 9.1%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>236 positions became 233: 6 added (2.64% of the fund), 9 dropped (3.71%). Turnover proxy 9.1%. Largest increases: FactSet Research Systems Inc 1.29% to 1.59%; Knight-Swift Transportation Holdings Inc 0.57% to 0.85%; Trex Co Inc 1.13% to 1.38%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.04% to 0.28%; Saia Inc 0.56% to 0.78%; Sunrun Inc 0.64% to 0.85%. Largest decreases: Fair Isaac Corp 1.18% to 0.9%; Universal Display Corp 0.8% to 0.56%; STAAR Surgical Co 0.65% to 0.41%; Cable One Inc 1.02% to 0.79%; LHC Group Inc 0.53% to 0.33%; Cognex Corp 1.4% to 1.23%. New: Wolfspeed Inc (1.27%), Tandem Diabetes Care Inc (0.45%), Digital Turbine Inc (0.42%), SiTime Corp (0.29%), SunPower Corp (0.21%), Consensus Cloud Solutions Inc (0%). Gone: Brown &amp;amp; Brown Inc (1.21%), Cree Inc (0.88%), Ceridian HCM Holding Inc (0.78%), Cimarex Energy Co (0.28%), Emergent BioSolutions Inc (0.26%), LendingTree Inc (0.16%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Jan 2022 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2021-08-31 -- 11 added, 5 dropped, turnover 9.6%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>230 positions became 236: 11 added (4.09% of the fund), 5 dropped (3.68%). Turnover proxy 9.6%. Largest increases: Repligen Corp 0.86% to 1.29%; Paylocity Holding Corp 0.59% to 0.9%; Axon Enterprise Inc 0.83% to 1.05%; Masimo Corp 1.01% to 1.23%; Deckers Outdoor Corp 0.87% to 1.04%; Ceridian HCM Holding Inc 0.64% to 0.78%. Largest decreases: Boston Beer Co Inc/The 0.9% to 0.47%; XPO Logistics Inc 0.72% to 0.41%; Jazz Pharmaceuticals PLC 0.98% to 0.71%; Amedisys Inc 0.78% to 0.53%; Scotts Miracle-Gro Co/The 0.81% to 0.57%; MKS Instruments Inc 0.96% to 0.73%. New: Crocs Inc (0.83%), Saia Inc (0.56%), GameStop Corp (0.51%), GXO Logistics Inc (0.39%), Mimecast Ltd (0.37%), Cerence Inc (0.37%). Gone: Bio-Techne Corp (1.48%), PRA Health Sciences Inc (1.02%), CoreLogic Inc/United States (0.54%), Grubhub Inc (0.52%), Cantel Medical Corp (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Oct 2021 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2021-05-31 -- 8 added, 8 dropped, turnover 11.3%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>230 positions became 230: 8 added (3.95% of the fund), 8 dropped (7.7%). Turnover proxy 11.3%. Largest increases: Williams-Sonoma Inc 0.93% to 1.19%; RH 0.71% to 0.96%; XPO Logistics Inc 0.51% to 0.72%; Bio-Techne Corp 1.3% to 1.48%; STAAR Surgical Co 0.45% to 0.63%; Syneos Health Inc 0.55% to 0.72%. Largest decreases: Sunrun Inc 0.91% to 0.66%; SolarEdge Technologies Inc 1.42% to 1.22%; Haemonetics Corp 0.33% to 0.15%; Masimo Corp 1.18% to 1.01%; Quidel Corp 0.58% to 0.42%; II-VI Inc 0.81% to 0.65%. New: Cleveland-Cliffs Inc (0.85%), Neurocrine Biosciences Inc (0.83%), Lattice Semiconductor Corp (0.67%), Aspen Technology Inc (0.59%), Genpact Ltd (0.45%), R1 RCM Inc (0.29%). Gone: Generac Holdings Inc (1.92%), PTC Inc (1.33%), Charles River Laboratories International Inc (1.32%), Caesars Entertainment Inc (1.05%), Penn National Gaming Inc (0.95%), Eaton Vance Corp (0.77%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 30 Jul 2021 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2021-02-28 -- 46 added, 63 dropped, turnover 27.8%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>247 positions became 230: 46 added (15.05% of the fund), 63 dropped (18.07%). Turnover proxy 27.8%. Largest increases: PTC Inc 0.55% to 1.33%; Generac Holdings Inc 1.27% to 1.92%; Williams-Sonoma Inc 0.55% to 0.93%; SLM Corp 0.19% to 0.55%; CoreLogic Inc/United States 0.26% to 0.61%; Texas Roadhouse Inc 0.24% to 0.55%. Largest decreases: Nordson Corp 1.03% to 0.61%; Casey&apos;s General Stores Inc 0.63% to 0.26%; RenaissanceRe Holdings Ltd 0.79% to 0.45%; CACI International Inc 0.56% to 0.22%; Carlisle Cos Inc 0.74% to 0.42%; Royal Gold Inc 0.68% to 0.37%. New: Cree Inc (1.16%), Penn National Gaming Inc (0.95%), Darling Ingredients Inc (0.95%), II-VI Inc (0.81%), Mattel Inc (0.65%), Molina Healthcare Inc (0.64%). Gone: Trimble Inc (1.4%), Monolithic Power Systems Inc (1.27%), Enphase Energy Inc (1.16%), Dunkin&apos; Brands Group Inc (0.82%), Reliance Steel &amp;amp; Aluminum Co (0.7%), Marriott Vacations Worldwide Corp (0.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Apr 2021 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2020-11-30 -- 13 added, 9 dropped, turnover 11.2%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>243 positions became 247: 13 added (4.4% of the fund), 9 dropped (6.76%). Turnover proxy 11.2%. Largest increases: Enphase Energy Inc 0.47% to 1.16%; Caesars Entertainment Inc 0.73% to 1.27%; Sunrun Inc 0.3% to 0.6%; Axon Enterprise Inc 0.56% to 0.75%; Five Below Inc 0.63% to 0.82%; Dunkin&apos; Brands Group Inc 0.65% to 0.82%. Largest decreases: Royal Gold Inc 0.92% to 0.68%; FactSet Research Systems Inc 1.37% to 1.19%; RenaissanceRe Holdings Ltd 0.96% to 0.79%; Ciena Corp 0.56% to 0.4%; Exelixis Inc 0.7% to 0.55%; CyrusOne Inc 0.65% to 0.5%. New: Lithia Motors Inc (0.69%), Jazz Pharmaceuticals PLC (0.56%), CMC Materials Inc (0.42%), Simpson Manufacturing Co Inc (0.37%), Wingstop Inc (0.35%), Fox Factory Holding Corp (0.34%). Gone: Catalent Inc (1.56%), Etsy Inc (1.47%), Teradyne Inc (1.46%), Pool Corp (1.35%), Cabot Microelectronics Corp (0.46%), Aaron&apos;s Inc (0.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Jan 2021 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2020-08-31 -- 15 added, 9 dropped, turnover 11%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>237 positions became 243: 15 added (5.5% of the fund), 9 dropped (5.69%). Turnover proxy 11%. Largest increases: Generac Holdings Inc 0.81% to 1.23%; Essent Group Ltd 0.03% to 0.41%; Etsy Inc 1.11% to 1.47%; SolarEdge Technologies Inc 0.8% to 1.14%; Boston Beer Co Inc/The 0.6% to 0.88%; Trimble Inc 1.13% to 1.35%. Largest decreases: Masimo Corp 1.36% to 1.15%; Exelixis Inc 0.87% to 0.7%; Bio-Techne Corp 1.17% to 1.01%; Mercury Systems Inc 0.57% to 0.44%; Nordson Corp 1.12% to 0.99%; Coherent Inc 0.41% to 0.28%. New: Caesars Entertainment Inc (0.73%), Quidel Corp (0.7%), Rexford Industrial Realty Inc (0.61%), TopBuild Corp (0.53%), IAA Inc (0.49%), Qualys Inc (0.37%). Gone: Tyler Technologies Inc (1.69%), Teledyne Technologies Inc (1.58%), Bio-Rad Laboratories Inc (0.88%), Caesars Entertainment Corp (0.74%), LogMeIn Inc (0.31%), Eldorado Resorts Inc (0.27%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Oct 2020 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2020-05-31 -- 7 added, 5 dropped, turnover 10.5%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>235 positions became 237: 7 added (2.25% of the fund), 5 dropped (3.96%). Turnover proxy 10.5%. Largest increases: Catalent Inc 0.92% to 1.39%; Masimo Corp 0.93% to 1.36%; Bio-Techne Corp 0.83% to 1.17%; Etsy Inc 0.79% to 1.11%; Royal Gold Inc 0.73% to 1.01%; Tyler Technologies Inc 1.42% to 1.69%. Largest decreases: Woodward Inc 0.67% to 0.45%; Brink&apos;s Co/The 0.45% to 0.23%; National Retail Properties Inc 0.56% to 0.34%; WEX Inc 0.94% to 0.74%; WPX Energy Inc 0.45% to 0.27%; Carlisle Cos Inc 0.95% to 0.79%. New: LHC Group Inc (0.56%), Paylocity Holding Corp (0.54%), Enphase Energy Inc (0.39%), STORE Capital Corp (0.37%), Physicians Realty Trust (0.19%), Cimarex Energy Co (0.17%). Gone: Domino&apos;s Pizza Inc. (1.61%), West Pharmaceutical Services Inc. (1.29%), Cypress Semiconductor Corp. (0.99%), Core Laboratories NV (0.05%), United States Treasury Bill (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 30 Jul 2020 12:00:00 GMT</pubDate></item><item><title>IVOG: filing for 2020-02-29 -- 65 added, 77 dropped, turnover 35.3%</title><link>https://themulden.com/funds/ivog/</link><guid isPermaLink="true">https://themulden.com/funds/ivog/</guid><description>247 positions became 235: 65 added (21.57% of the fund), 77 dropped (21.96%). Turnover proxy 35.3%. Largest increases: Teledyne Technologies Inc. 0.66% to 1.43%; Nordson Corp. 0.4% to 0.86%; Catalent Inc. 0.47% to 0.92%; Charles River Laboratories International Inc. 0.43% to 0.88%; Graco Inc. 0.52% to 0.95%; Cognex Corp. 0.46% to 0.88%. Largest decreases: Omega Healthcare Investors Inc. 0.99% to 0.45%; National Retail Properties Inc. 1.04% to 0.56%; RPM International Inc. 1.04% to 0.58%; Sabre Corp. 0.67% to 0.21%; Post Holdings Inc. 0.79% to 0.36%; PTC Inc. 0.86% to 0.47%. New: RenaissanceRe Holdings Ltd. (0.87%), Caesars Entertainment Corp. (0.82%), Reliance Steel &amp;amp; Aluminum Co. (0.79%), Generac Holdings Inc. (0.74%), CACI International Inc. (0.71%), Casey&apos;s General Stores Inc. (0.7%). Gone: Zebra Technologies Corp. (1.47%), STERIS plc (1.39%), Medical Properties Trust Inc. (1.12%), Live Nation Entertainment Inc. (1.05%), UGI Corp. (0.99%), Molina Healthcare Inc. (0.92%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Apr 2020 12:00:00 GMT</pubDate></item></channel></rss>