<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>JHMM filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of JHMM 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>JHMM: filing for 2026-06-30 -- 3 added, 6 dropped, turnover 8.5%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>666 positions became 663: 3 added (0.33% of the fund), 6 dropped (0.76%). Turnover proxy 8.5%. Largest increases: Flex Ltd. 0.39% to 0.86%; Hewlett Packard Enterprise Company 0.36% to 0.61%; Astera Labs Inc. 0.08% to 0.32%; MKS Inc. 0.31% to 0.54%; Coherent Corp. 0.44% to 0.65%; Teradyne Inc. 0.44% to 0.64%. Largest decreases: Cognizant Technology Solutions Corporation 0.27% to 0.15%; Cheniere Energy Inc. 0.45% to 0.34%; Tractor Supply Company 0.27% to 0.17%; The Kroger Co. 0.3% to 0.21%; CF Industries Holdings Inc. 0.36% to 0.27%; Leidos Holdings Inc. 0.22% to 0.13%. New: Carnival Corporation Ltd. (0.17%), DuPont de Nemours Inc. (0.12%), Versigent PLC (0.03%). Gone: Coterra Energy Inc. (0.27%), Carnival Corporation (0.17%), DuPont de Nemours Inc. (0.14%), Masimo Corporation (0.11%), Clearwater Analytics Holdings Inc. (0.07%), Clearway Energy Inc. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2026 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2026-03-31 -- 67 added, 66 dropped, turnover 12.7%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>665 positions became 666: 67 added (4.93% of the fund), 66 dropped (8.19%). Turnover proxy 12.7%. Largest increases: Lumentum Holdings Inc. 0.2% to 0.37%; CF Industries Holdings Inc. 0.21% to 0.36%; Agilent Technologies Inc. 0.1% to 0.23%; APA Corporation 0.15% to 0.28%; Cheniere Energy Inc. 0.33% to 0.45%; Alcoa Corporation 0.12% to 0.24%. Largest decreases: Ciena Corporation 0.7% to 0.47%; C.H. Robinson Worldwide Inc. 0.31% to 0.22%; Huntington Ingalls Industries Inc. 0.25% to 0.16%; CBRE Group Inc. 0.4% to 0.33%; Fair Isaac Corporation 0.27% to 0.21%; Coherent Corp. 0.5% to 0.44%. New: Prudential Financial Inc. (0.28%), Cognizant Technology Solutions Corporation (0.27%), IQVIA Holdings Inc. (0.23%), Dow Inc. (0.2%), Biogen Inc. (0.19%), Coupang Inc. (0.17%). Gone: Western Digital Corporation (1%), Sandisk Corporation (0.77%), Seagate Technology Holdings Public Limited Company (0.7%), Warner Bros. Discovery Inc. (0.63%), Vertiv Holdings Co (0.45%), Baker Hughes Company (0.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 May 2026 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2026-01-31 -- 3 added, 5 dropped, turnover 6.8%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>667 positions became 665: 3 added (0.54% of the fund), 5 dropped (0.79%). Turnover proxy 6.8%. Largest increases: Sandisk Corporation 0.28% to 0.77%; Western Digital Corporation 0.64% to 1%; Seagate Technology Holdings Public Limited Company 0.46% to 0.7%; Omnicom Group Inc. 0.18% to 0.36%; Coherent Corp. 0.33% to 0.5%; Ciena Corporation 0.56% to 0.7%. Largest decreases: Super Micro Computer Inc. 0.26% to 0.14%; Pure Storage Inc. 0.29% to 0.19%; DuPont de Nemours Inc. 0.2% to 0.1%; AECOM 0.23% to 0.16%; Take-Two Interactive Software Inc. 0.4% to 0.32%; First Solar Inc. 0.36% to 0.28%. New: Amcor PLC (0.25%), Pinnacle Financial Partners Inc. (0.18%), Qnity Electronics Inc. (0.11%). Gone: Amcor PLC (0.24%), Frontier Communications Parent Inc. (0.19%), The Interpublic Group of Companies Inc. (0.18%), Pinnacle Financial Partners Inc. (0.09%), Synovus 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 Mar 2026 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2025-10-31 -- 51 added, 50 dropped, turnover 13.1%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>666 positions became 667: 51 added (4.13% of the fund), 50 dropped (7.77%). Turnover proxy 13.1%. Largest increases: Warner Bros. Discovery Inc. 0.21% to 0.55%; Western Digital Corporation 0.35% to 0.64%; Ciena Corporation 0.29% to 0.56%; Seagate Technology Holdings Public Limited Company 0.29% to 0.46%; Teradyne Inc. 0.22% to 0.37%; First Solar Inc. 0.24% to 0.36%. Largest decreases: Flex Ltd. 0.55% to 0.39%; Amcor PLC 0.37% to 0.24%; Sprouts Farmers Market Inc. 0.19% to 0.1%; Verisk Analytics Inc. 0.35% to 0.26%; US Foods Holding Corp. 0.3% to 0.21%; Performance Food Group Company 0.25% to 0.18%. New: Sandisk Corporation (0.28%), GE HealthCare Technologies Inc. (0.25%), DexCom Inc. (0.16%), Dollar General Corporation (0.16%), Bloom Energy Corporation (0.16%), Devon Energy Corporation (0.15%). Gone: Vistra Corp. (0.74%), United Rentals Inc. (0.7%), Robinhood Markets Inc. (0.57%), Quanta Services Inc. (0.54%), Fastenal Company (0.49%), Corning Incorporated (0.43%). 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>JHMM: filing for 2025-07-31 -- 12 added, 8 dropped, turnover 8.1%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>662 positions became 666: 12 added (0.68% of the fund), 8 dropped (1.34%). Turnover proxy 8.1%. Largest increases: Robinhood Markets Inc. 0.3% to 0.57%; Vistra Corp. 0.51% to 0.74%; United Rentals Inc. 0.55% to 0.7%; Vertiv Holdings Co 0.25% to 0.39%; Western Digital Corporation 0.21% to 0.35%; Flex Ltd. 0.42% to 0.55%. Largest decreases: Fair Isaac Corporation 0.45% to 0.3%; Molina Healthcare Inc. 0.27% to 0.12%; Texas Pacific Land Corporation 0.35% to 0.24%; Centene Corporation 0.19% to 0.08%; Gartner Inc. 0.35% to 0.25%; Fortive Corporation 0.2% to 0.13%. New: Synopsys Inc. (0.2%), General Mills Inc. (0.1%), Agilent Technologies Inc. (0.09%), Rocket Lab Corporation (0.08%), Block Inc. (0.07%), Lennar Corporation (0.07%). Gone: Discover Financial Services (0.37%), ANSYS Inc. (0.33%), Juniper Networks Inc. (0.24%), United States Steel Corporation (0.2%), The AZEK Company Inc. (0.07%), ChampionX Corporation (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Sep 2025 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2025-04-30 -- 51 added, 50 dropped, turnover 11.1%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>661 positions became 662: 51 added (2.47% of the fund), 50 dropped (5.04%). Turnover proxy 11.1%. Largest increases: Amcor plc 0.14% to 0.4%; Take-Two Interactive Software Inc. 0.32% to 0.44%; CoStar Group Inc. 0.04% to 0.14%; Cencora Inc. 0.34% to 0.44%; The Hartford Insurance Group Inc. 0.41% to 0.51%; CenterPoint Energy Inc. 0.27% to 0.36%. Largest decreases: Expand Energy Corporation 0.45% to 0.25%; Vistra Corp. 0.66% to 0.51%; Equitable Holdings Inc. 0.36% to 0.21%; Williams-Sonoma Inc. 0.41% to 0.29%; Synchrony Financial 0.46% to 0.35%; Guidewire Software Inc. 0.24% to 0.13%. New: Centene Corporation (0.19%), Aptiv PLC (0.16%), Archer-Daniels-Midland Company (0.12%), UGI Corporation (0.11%), Rivian Automotive Inc. (0.1%), Kyndryl Holdings Inc. (0.08%). Gone: Ameriprise Financial Inc. (0.56%), Howmet Aerospace Inc. (0.48%), AppLovin Corporation (0.46%), Royal Caribbean Cruises Ltd. (0.43%), Ares Management Corporation (0.21%), Kellanova (0.19%). 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>JHMM: filing for 2025-01-31 -- 2 added, 6 dropped, turnover 5.7%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>665 positions became 661: 2 added (0.07% of the fund), 6 dropped (0.55%). Turnover proxy 5.7%. Largest increases: AppLovin Corporation 0.22% to 0.46%; Robinhood Markets Inc. 0.13% to 0.28%; Vistra Corp. 0.51% to 0.66%; Williams-Sonoma Inc. 0.27% to 0.41%; Twilio Inc. 0.17% to 0.29%; Tapestry Inc. 0.22% to 0.33%. Largest decreases: Edison International 0.37% to 0.23%; Booz Allen Hamilton Holding Corporation 0.3% to 0.2%; Celanese Corporation 0.18% to 0.09%; Iron Mountain Incorporated 0.34% to 0.26%; United Rentals Inc. 0.66% to 0.59%; CACI International Inc. 0.21% to 0.14%. New: Brookfield Renewable Corporation (0.04%), ONEOK Inc. (0.03%). Gone: Marathon Oil Corporation (0.22%), Catalent Inc. (0.15%), Smartsheet Inc. (0.07%), Brookfield Renewable Corporation (0.05%), EnLink Midstream LLC (0.04%), R1 RCM Inc. (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Mar 2025 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2024-10-31 -- 52 added, 50 dropped, turnover 8.9%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>663 positions became 665: 52 added (2.4% of the fund), 50 dropped (3.81%). Turnover proxy 8.9%. Largest increases: Expand Energy Corporation 0.21% to 0.39%; Vistra Corp. 0.37% to 0.51%; AppLovin Corporation 0.1% to 0.22%; Carvana Co. 0.08% to 0.18%; Entergy Corporation 0.33% to 0.43%; Vertiv Holdings Co 0.22% to 0.3%. Largest decreases: Universal Health Services Inc. 0.35% to 0.24%; Fidelity National Financial Inc. 0.3% to 0.19%; Dollar Tree Inc. 0.27% to 0.16%; PulteGroup Inc. 0.52% to 0.42%; Williams-Sonoma Inc. 0.37% to 0.27%; The Hartford Financial Services Group Inc. 0.53% to 0.43%. New: Smurfit WestRock Public Limited Company (0.13%), Global Payments Inc. (0.13%), PPG Industries Inc. (0.13%), CNH Industrial N.V. (0.1%), Jackson Financial Inc. (0.09%), Solventum Corporation (0.09%). Gone: Lennar Corporation (0.52%), ONEOK Inc. (0.3%), The Trade Desk Inc. (0.25%), Southwestern Energy Company (0.15%), MGM Resorts International (0.14%), Brunswick Corporation (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Dec 2024 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2024-07-31 -- 1 added, 3 dropped, turnover 5.1%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>665 positions became 663: 1 added (0.3% of the fund), 3 dropped (0.67%). Turnover proxy 5.1%. Largest increases: Howmet Aerospace Inc. 0.29% to 0.39%; Fair Isaac Corporation 0.3% to 0.39%; Monolithic Power Systems Inc. 0.35% to 0.42%; Alnylam Pharmaceuticals Inc. 0.13% to 0.2%; United Therapeutics Corporation 0.26% to 0.33%; CBRE Group Inc. 0.28% to 0.34%. Largest decreases: LPL Financial Holdings Inc. 0.29% to 0.22%; CDW Corporation 0.41% to 0.35%; Five Below Inc. 0.12% to 0.06%; West Pharmaceutical Services Inc. 0.3% to 0.24%; Vertiv Holdings Co 0.28% to 0.22%; Dollar Tree Inc. 0.33% to 0.27%. New: Labcorp Holdings Inc. (0.3%). Gone: Laboratory Corporation of America Holdings (0.3%), WestRock Company (0.22%), Shockwave Medical Inc. (0.15%). 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>JHMM: filing for 2024-04-30 -- 41 added, 53 dropped, turnover 8.9%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>677 positions became 665: 41 added (1.93% of the fund), 53 dropped (4.32%). Turnover proxy 8.9%. Largest increases: Vertiv Holdings Co 0.13% to 0.28%; Vistra Corp. 0.27% to 0.38%; Zebra Technologies Corporation 0.19% to 0.3%; Diamondback Energy Inc. 0.36% to 0.46%; Quanta Services Inc. 0.31% to 0.4%; Core and Main Inc. 0.06% to 0.14%. Largest decreases: United Rentals Inc. 0.71% to 0.62%; Saia Inc. 0.22% to 0.13%; Globe Life Inc. 0.22% to 0.14%; Jabil Inc. 0.32% to 0.25%; Ulta Beauty Inc. 0.33% to 0.26%; Masco Corporation 0.24% to 0.17%. New: Corpay Inc. (0.24%), The Cooper Companies Inc. (0.22%), DuPont de Nemours Inc. (0.12%), Baxter International Inc. (0.1%), HP Inc. (0.09%), Veralto Corporation (0.08%). Gone: D.R. Horton Inc. (0.66%), W.W. Grainger Inc. (0.51%), Super Micro Computer Inc. (0.28%), FLEETCOR Technologies Inc. (0.24%), The Cooper Companies Inc. (0.24%), Constellation Energy Corporation (0.17%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Jun 2024 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2024-01-31 -- 2 added, 4 dropped, turnover 5.7%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>679 positions became 677: 2 added (0.22% of the fund), 4 dropped (0.6%). Turnover proxy 5.7%. Largest increases: United Rentals Inc. 0.54% to 0.71%; Super Micro Computer Inc. 0.15% to 0.28%; Builders FirstSource Inc. 0.3% to 0.42%; Nextracker Inc. 0.01% to 0.12%; D.R. Horton Inc. 0.56% to 0.66%; PulteGroup Inc. 0.39% to 0.48%. Largest decreases: Baker Hughes Company 0.32% to 0.23%; Marathon Oil Corporation 0.3% to 0.22%; Flex Ltd. 0.4% to 0.32%; Diamondback Energy Inc. 0.44% to 0.36%; Halliburton Company 0.33% to 0.26%; Arch Capital Group Ltd. 0.39% to 0.32%. New: Bunge Global SA (0.22%), NET Lease Office Properties (0%). Gone: Bunge Limited (0.31%), Seagen Inc. (0.19%), Spirit Realty Capital Inc. (0.07%), New Relic Inc. (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Mar 2024 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2023-10-31 -- 81 added, 54 dropped, turnover 11.6%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>652 positions became 679: 81 added (3.75% of the fund), 54 dropped (5.92%). Turnover proxy 11.6%. Largest increases: Southwestern Energy Company 0.07% to 0.2%; Chesapeake Energy Corporation 0.17% to 0.28%; Arch Capital Group Ltd. 0.31% to 0.39%; Diamondback Energy Inc. 0.36% to 0.44%; CDW Corporation 0.34% to 0.41%; Willis Towers Watson Public Limited Company 0.26% to 0.33%. Largest decreases: Builders FirstSource Inc. 0.61% to 0.3%; Celanese Corporation 0.25% to 0.15%; SolarEdge Technologies Inc. 0.16% to 0.06%; PulteGroup Inc. 0.49% to 0.39%; ResMed Inc. 0.37% to 0.27%; MGM Resorts International 0.24% to 0.15%. New: Discover Financial Services (0.2%), Cboe Global Markets Inc. (0.12%), AvalonBay Communities Inc. (0.12%), Twilio Inc. (0.11%), SBA Communications Corporation (0.1%), Vertiv Holdings Co (0.1%). Gone: ON Semiconductor Corporation (0.77%), Old Dominion Freight Line Inc. (0.49%), Arthur J. Gallagher and Co. (0.45%), Copart Inc. (0.41%), Hess Corporation (0.38%), Horizon Therapeutics Public Limited Company (0.32%). 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>JHMM: filing for 2023-07-31 -- 4 added, 6 dropped, turnover 5.5%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>654 positions became 652: 4 added (0.13% of the fund), 6 dropped (0.26%). Turnover proxy 5.5%. Largest increases: ON Semiconductor Corporation 0.56% to 0.77%; Builders FirstSource Inc. 0.43% to 0.61%; Super Micro Computer Inc. 0.06% to 0.18%; Jabil Inc. 0.35% to 0.46%; Extra Space Storage Inc. 0.19% to 0.29%; Old Dominion Freight Line Inc. 0.41% to 0.49%. Largest decreases: Mettler-Toledo International Inc. 0.45% to 0.35%; Ulta Beauty Inc. 0.39% to 0.29%; Advance Auto Parts Inc. 0.18% to 0.1%; Masimo Corporation 0.17% to 0.1%; Horizon Therapeutics Public Limited Company 0.39% to 0.32%; ResMed Inc. 0.43% to 0.37%. New: Fortrea Holdings Inc. (0.05%), Knife River Corporation (0.04%), PHINIA Inc. (0.03%), Atlanta Braves Holdings Inc. (0%). Gone: Life Storage Inc. (0.14%), Oak Street Health Inc. (0.04%), Evoqua Water Technologies Corp. (0.04%), Prometheus Biosciences Inc. (0.03%), Qualtrics International Inc. (0.01%), First Republic Bank (0.01%). 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>JHMM: filing for 2023-04-30 -- 50 added, 46 dropped, turnover 8.9%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>650 positions became 654: 50 added (2.17% of the fund), 46 dropped (3.69%). Turnover proxy 8.9%. Largest increases: West Pharmaceutical Services Inc. 0.23% to 0.34%; eBay Inc. 0.14% to 0.24%; Builders FirstSource Inc. 0.34% to 0.43%; PulteGroup Inc. 0.34% to 0.43%; D.R. Horton Inc. 0.47% to 0.55%; Univar Solutions Inc. 0% to 0.08%. Largest decreases: First Republic Bank 0.25% to 0.01%; Steel Dynamics Inc. 0.47% to 0.33%; First Horizon Corporation 0.26% to 0.14%; United Rentals Inc. 0.56% to 0.45%; KeyCorp 0.24% to 0.15%; Albemarle Corporation 0.27% to 0.19%. New: T. Rowe Price Group Inc. (0.12%), Constellation Energy Corporation (0.12%), Align Technology Inc. (0.12%), Veeva Systems Inc. (0.09%), The Carlyle Group Inc. (0.07%), UFP Industries Inc. (0.07%). Gone: Nucor Corporation (0.63%), Parker-Hannifin Corporation (0.51%), Arista Networks Inc. (0.37%), Cboe Global Markets Inc. (0.21%), SVB Financial Group (0.2%), Lumen Technologies Inc. (0.16%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jun 2023 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2023-01-31 -- 10 added, 6 dropped, turnover 5.5%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>646 positions became 650: 10 added (0.23% of the fund), 6 dropped (0.39%). Turnover proxy 5.5%. Largest increases: Horizon Therapeutics Public Limited Company 0.22% to 0.36%; United Rentals Inc. 0.44% to 0.56%; Nucor Corporation 0.54% to 0.63%; State Street Bank and Trust Company 0% to 0.09%; Cleveland-Cliffs Inc. 0.18% to 0.27%; PulteGroup Inc. 0.26% to 0.34%. Largest decreases: Enphase Energy Inc. 0.44% to 0.29%; U-Haul Holding Company 0.14% to 0.02%; Coterra Energy Inc. 0.33% to 0.24%; Lumen Technologies Inc. 0.24% to 0.16%; Cheniere Energy Inc. 0.39% to 0.31%; NRG Energy Inc. 0.27% to 0.19%. New: U-Haul Holding Company (0.13%), RXO Inc. (0.04%), MasterBrand Inc. (0.03%), FandG Annuities and Life Inc. (0.01%), Vitesse Energy Inc. (0.01%), PBF Energy Inc. (0.01%). Gone: ABIOMED Inc. (0.17%), Zendesk Inc. (0.08%), Continental Resources Inc. (0.07%), Switch Inc. (0.06%), Rentokil Initial plc (0.01%), Prologis 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>JHMM: filing for 2022-10-31 -- 63 added, 80 dropped, turnover 12.3%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>663 positions became 646: 63 added (3.04% of the fund), 80 dropped (7.38%). Turnover proxy 12.3%. Largest increases: PGandE Corporation 0.07% to 0.23%; Zimmer Biomet Holdings Inc. 0.09% to 0.24%; Chesapeake Energy Corporation 0.06% to 0.19%; Viatris Inc 0.16% to 0.26%; Kellogg Company 0.08% to 0.18%; HF Sinclair Corporation 0.05% to 0.15%. Largest decreases: Apollo Global Management Inc. 0.31% to 0.16%; Carlisle Companies Incorporated 0.35% to 0.21%; Catalent Inc. 0.32% to 0.2%; SVB Financial Group 0.27% to 0.16%; Generac Holdings Inc. 0.19% to 0.09%; Liberty Media Corporation 0.25% to 0.17%. New: Unum Group (0.12%), Acadia Healthcare Company Inc. (0.11%), Coherent Corp. (0.1%), Murphy USA Inc. (0.09%), Clean Harbors Inc. (0.09%), Southwestern Energy Company (0.09%). Gone: Occidental Petroleum Corporation (0.65%), Republic Services Inc. (0.43%), Motorola Solutions Inc. (0.38%), Realty Income Corporation (0.34%), Devon Energy Corporation (0.33%), AutoZone Inc. (0.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Dec 2022 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2022-07-31 -- 11 added, 9 dropped, turnover 5.7%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>661 positions became 663: 11 added (0.59% of the fund), 9 dropped (1.02%). Turnover proxy 5.7%. Largest increases: Enphase Energy Inc. 0.22% to 0.39%; ON Semiconductor Corporation 0.41% to 0.53%; Occidental Petroleum Corporation 0.54% to 0.65%; Take-Two Interactive Software Inc. 0.14% to 0.23%; SolarEdge Technologies Inc. 0.17% to 0.25%; ResMed Inc. 0.34% to 0.42%. Largest decreases: Kohl&apos;s Corporation 0.18% to 0.09%; Expedia Group Inc. 0.19% to 0.12%; Royal Caribbean Cruises Ltd. 0.14% to 0.07%; Nucor Corporation 0.59% to 0.52%; SVB Financial Group 0.32% to 0.27%; Cleveland-Cliffs Inc. 0.23% to 0.18%. New: eBay Inc. (0.12%), Aspen Technology Inc. (0.11%), Zimmer Biomet Holdings Inc. (0.09%), Healthcare Realty Trust Incorporated (0.07%), HF Sinclair Corporation (0.05%), CoStar Group Inc. (0.04%). Gone: Cerner Corporation (0.39%), Aspen Technology Inc. (0.2%), Zynga Inc. (0.11%), Coherent Inc. (0.09%), Healthcare Trust of America Inc. (0.08%), Anaplan Inc. (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Sep 2022 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2022-04-30 -- 54 added, 58 dropped, turnover 9%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>665 positions became 661: 54 added (1.9% of the fund), 58 dropped (2.96%). Turnover proxy 9%. Largest increases: Nucor Corporation 0.36% to 0.59%; Occidental Petroleum Corporation 0.35% to 0.54%; Steel Dynamics Inc. 0.24% to 0.4%; MandT Bank Corporation 0.22% to 0.38%; The Mosaic Company 0.21% to 0.34%; Dollar Tree Inc. 0.38% to 0.5%. Largest decreases: Signature Bank 0.29% to 0.16%; EPAM Systems Inc. 0.3% to 0.18%; Molina Healthcare Inc. 0.4% to 0.28%; Apollo Global Management Inc. 0.35% to 0.27%; Masimo Corporation 0.18% to 0.1%; Stanley Black and Decker Inc. 0.3% to 0.22%. New: Cummins Inc. (0.12%), Warner Bros. Discovery Inc. (0.11%), Kellogg Company (0.07%), PGandE Corporation (0.07%), Frontier Communications Parent Inc (0.07%), Antero Resources Corporation (0.07%). Gone: Palo Alto Networks Inc. (0.3%), Pioneer Natural Resources Company (0.27%), Nuance Communications Inc. (0.22%), People&apos;s United Financial Inc. (0.14%), CyrusOne Inc. (0.11%), Primerica Inc. (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Jun 2022 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2022-01-31 -- 4 added, 11 dropped, turnover 6.6%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>672 positions became 665: 4 added (0.49% of the fund), 11 dropped (1.34%). Turnover proxy 6.6%. Largest increases: Realty Income Corporation 0.17% to 0.29%; ON Semiconductor Corporation 0.33% to 0.43%; Dollar Tree Inc. 0.29% to 0.38%; Cerner Corporation 0.28% to 0.37%; Arista Networks Inc. 0.27% to 0.35%; Seagate Technology Holdings Public Limited Company 0.24% to 0.3%. Largest decreases: Generac Holdings Inc. 0.32% to 0.2%; Cloudflare Inc. 0.22% to 0.12%; HubSpot Inc. 0.28% to 0.18%; EPAM Systems Inc. 0.4% to 0.3%; Enphase Energy Inc. 0.28% to 0.18%; Paycom Software Inc. 0.28% to 0.18%. New: Apollo Global Management Inc. (0.35%), Federal Realty Investment Trust (0.11%), nCino Inc. (0.02%), ORION OFFICE REIT INC REIT USD.01 (0.01%). Gone: Kansas City Southern (0.25%), Athene Holding Ltd. (0.25%), Hill-Rom Holdings Inc. (0.24%), VEREIT Inc. (0.12%), Apollo Global Management Inc. (0.11%), Acceleron Pharma Inc. (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 31 Mar 2022 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2021-10-31 -- 63 added, 58 dropped, turnover 9.6%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>667 positions became 672: 63 added (3.03% of the fund), 58 dropped (5.11%). Turnover proxy 9.6%. Largest increases: Plug Power Inc. 0.07% to 0.2%; Coterra Energy Inc. 0.08% to 0.19%; Cleveland-Cliffs Inc. 0.06% to 0.15%; Devon Energy Corporation 0.09% to 0.18%; SVB Financial Group 0.33% to 0.42%; Builders FirstSource Inc. 0.09% to 0.18%. Largest decreases: Liberty Broadband Corporation 0.33% to 0.23%; XPO Logistics Inc. 0.26% to 0.16%; Ally Financial Inc. 0.38% to 0.3%; Universal Health Services Inc. 0.28% to 0.21%; Kansas City Southern 0.31% to 0.25%; Teledyne Technologies Incorporated 0.3% to 0.24%. New: Wolfspeed Inc. (0.21%), GXO Logistics Inc. (0.16%), Valero Energy Corporation (0.15%), The Williams Companies Inc. (0.15%), Phillips 66 (0.12%), ViacomCBS Inc. (0.11%). Gone: Marvell Technology Inc. (0.56%), MSCI Inc. (0.45%), Fortinet Inc. (0.39%), Agilent Technologies Inc. (0.37%), Maxim Integrated Products Inc. (0.35%), IQVIA Holdings Inc. (0.27%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Dec 2021 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2021-07-31 -- 6 added, 9 dropped, turnover 5.5%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>670 positions became 667: 6 added (0.74% of the fund), 9 dropped (1.49%). Turnover proxy 5.5%. Largest increases: Marvell Technology Inc. 0.42% to 0.56%; ResMed Inc. 0.3% to 0.43%; Fortinet Inc. 0.3% to 0.39%; Huntington Bancshares Incorporated 0.2% to 0.29%; PerkinElmer Inc. 0.23% to 0.32%; Teledyne Technologies Incorporated 0.21% to 0.3%. Largest decreases: Willis Towers Watson Public Limited Company 0.3% to 0.23%; The Boston Beer Company Inc. 0.13% to 0.08%; Exelixis Inc. 0.15% to 0.1%; Ball Corporation 0.32% to 0.27%; Dollar Tree Inc. 0.33% to 0.28%; DTE Energy Company 0.26% to 0.22%. New: Seagate Technology Holdings Public Limited Company (0.29%), Bath and Body Works Inc. (0.19%), IAC/InterActiveCorp. (0.12%), Vimeo Inc. (0.06%), salesforce.com inc. (0.05%), DT Midstream Inc. (0.04%). Gone: Seagate Technology Public Limited Company (0.31%), PRA Health Sciences Inc. (0.22%), IAC/InterActiveCorp. (0.22%), FLIR Systems Inc. (0.16%), L Brands Inc. (0.16%), TCF Financial Corporation (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Sep 2021 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2021-04-30 -- 75 added, 81 dropped, turnover 13.2%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>676 positions became 670: 75 added (4.76% of the fund), 81 dropped (8.83%). Turnover proxy 13.2%. Largest increases: PulteGroup Inc. 0.19% to 0.29%; Tapestry Inc. 0.09% to 0.18%; Lumen Technologies Inc. 0.23% to 0.33%; Nucor Corporation 0.2% to 0.29%; AutoZone Inc. 0.1% to 0.2%; ONEOK Inc. 0.12% to 0.2%. Largest decreases: Plug Power Inc. 0.2% to 0.08%; Hologic Inc. 0.36% to 0.26%; Teladoc Health Inc. 0.22% to 0.12%; Albemarle Corporation 0.29% to 0.19%; ON Semiconductor Corporation 0.38% to 0.28%; Burlington Stores Inc. 0.25% to 0.16%. New: Marvell Technology Inc. (0.42%), Occidental Petroleum Corporation (0.23%), State Street Corporation (0.22%), Tyson Foods Inc. (0.17%), Fortive Corporation (0.13%), DXC Technology Company (0.12%). Gone: Align Technology Inc. (0.51%), Cadence Design Systems Inc. (0.49%), Marvell Technology Group Ltd. (0.46%), KLA Corporation (0.4%), Moderna Inc. (0.39%), Microchip Technology Incorporated (0.34%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Jun 2021 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2021-01-31 -- 8 added, 11 dropped, turnover 7.1%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>679 positions became 676: 8 added (0.9% of the fund), 11 dropped (1.41%). Turnover proxy 7.1%. Largest increases: Moderna Inc. 0.18% to 0.39%; Plug Power Inc. 0.05% to 0.2%; Liberty Broadband Corporation 0.19% to 0.31%; Enphase Energy Inc. 0.17% to 0.26%; Albemarle Corporation 0.19% to 0.29%; Roku Inc. 0.13% to 0.22%. Largest decreases: State Street Bank and Trust Company 0.23% to 0.07%; Best Buy Co. Inc. 0.47% to 0.39%; WEC Energy Group Inc. 0.33% to 0.24%; Ameren Corporation 0.32% to 0.25%; CMS Energy Corporation 0.28% to 0.21%; Ball Corporation 0.41% to 0.34%. New: LUMEN TECHNOLOGIES INC COMMON STOCK USD1.0 (0.23%), ConocoPhillips (0.21%), Viatris Inc. (0.17%), Concentrix Corporation (0.09%), VEREIT Inc. (0.09%), Apartment Income REIT Corp. (0.06%). Gone: CenturyLink Inc. (0.19%), Dunkin&apos; Brands Group Inc. (0.19%), HD Supply Holdings Inc. (0.18%), Concho Resources Inc. (0.17%), Mylan N.V. (0.17%), GCI Liberty Inc. (0.16%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 Mar 2021 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2020-10-31 -- 79 added, 88 dropped, turnover 13.6%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>688 positions became 679: 79 added (5.28% of the fund), 88 dropped (9.29%). Turnover proxy 13.6%. Largest increases: SSC GOVERNMENT MM GVMXX 0.08% to 0.23%; Align Technology Inc. 0.34% to 0.48%; SolarEdge Technologies Inc. 0.1% to 0.23%; Enphase Energy Inc. 0.06% to 0.17%; Darling Ingredients Inc. 0.05% to 0.16%; Peloton Interactive Inc. 0.02% to 0.12%. Largest decreases: Citrix Systems Inc. 0.33% to 0.2%; Alaska Air Group Inc. 0.11% to 0.04%; Akamai Technologies Inc. 0.4% to 0.33%; MSCI Inc. 0.42% to 0.36%; Fortinet Inc. 0.28% to 0.22%; BioMarin Pharmaceutical Inc. 0.22% to 0.16%. New: PPL Corporation (0.22%), Morgan Stanley (0.22%), Corteva Inc. (0.21%), LyondellBasell Industries N.V. (0.21%), Edison International (0.2%), Seagen Inc. (0.17%). Gone: Synopsys Inc. (0.48%), IDEXX Laboratories Inc. (0.48%), Amphenol Corporation (0.45%), Veeva Systems Inc. (0.44%), lululemon athletica inc. (0.42%), DexCom Inc. (0.4%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 22 Dec 2020 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2020-07-31 -- 2 added, 3 dropped, turnover 6.3%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>689 positions became 688: 2 added (0.43% of the fund), 3 dropped (0.35%). Turnover proxy 6.3%. Largest increases: Twilio Inc. 0.15% to 0.33%; DocuSign Inc. 0.13% to 0.24%; IDEXX Laboratories Inc. 0.38% to 0.48%; Horizon Therapeutics Public Limited Company 0.19% to 0.29%; lululemon athletica inc. 0.33% to 0.42%; Skyworks Solutions Inc. 0.38% to 0.46%. Largest decreases: FirstEnergy Corp. 0.37% to 0.23%; Reinsurance Group of America Incorporated 0.22% to 0.16%; Aramark 0.19% to 0.13%; Seagate Technology Public Limited Company 0.3% to 0.23%; Hill-Rom Holdings Inc. 0.24% to 0.18%; WestRock Company 0.21% to 0.15%. New: Match Group Inc. (0.3%), IAC/InterActiveCorp. (0.13%). Gone: IAC/InterActiveCorp (0.25%), Match Group Inc. (0.08%), TerraForm Power Inc. (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Sep 2020 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2020-04-30 -- 54 added, 47 dropped, turnover 12.5%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>682 positions became 689: 54 added (2.28% of the fund), 47 dropped (5.17%). Turnover proxy 12.5%. Largest increases: Molina Healthcare Inc. 0.17% to 0.33%; DexCom Inc. 0.21% to 0.36%; Veeva Systems Inc. 0.23% to 0.36%; MarketAxess Holdings Inc. 0.23% to 0.35%; Citrix Systems Inc. 0.27% to 0.38%; Catalent Inc. 0.21% to 0.33%. Largest decreases: United Airlines Holdings Inc. 0.36% to 0.17%; ONEOK Inc. 0.26% to 0.12%; PulteGroup Inc. 0.3% to 0.17%; Ally Financial Inc. 0.33% to 0.22%; Norwegian Cruise Line Holdings Ltd. 0.17% to 0.06%; CIT Group Inc. 0.17% to 0.08%. New: Corning Incorporated (0.18%), Ingersoll Rand Inc. (0.13%), Synchrony Financial (0.13%), Howmet Aerospace Inc. (0.1%), Fox Corporation (0.09%), SolarEdge Technologies Inc. (0.07%). Gone: Global Payments Inc. (0.83%), Centene Corporation (0.65%), TransDigm Group Incorporated (0.4%), SBA Communications Corporation (0.33%), Ingersoll-Rand Public Limited Company (0.29%), Cypress Semiconductor Corporation (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2020 12:00:00 GMT</pubDate></item><item><title>JHMM: filing for 2020-01-31 -- 6 added, 10 dropped, turnover 4.9%</title><link>https://themulden.com/funds/jhmm/</link><guid isPermaLink="true">https://themulden.com/funds/jhmm/</guid><description>686 positions became 682: 6 added (0.7% of the fund), 10 dropped (1.14%). Turnover proxy 4.9%. Largest increases: Centene Corporation 0.37% to 0.65%; Global Payments Inc. 0.74% to 0.83%; DaVita Inc. 0.23% to 0.3%; DexCom Inc. 0.14% to 0.21%; Paycom Software Inc. 0.15% to 0.22%; ANSYS Inc. 0.32% to 0.38%. Largest decreases: SSC GOVERNMENT MM GVMXX 0.19% to 0.07%; United Airlines Holdings Inc. 0.45% to 0.36%; Dollar Tree Inc. 0.35% to 0.27%; Celanese Corporation 0.27% to 0.22%; HollyFrontier Corporation 0.22% to 0.17%; Advance Auto Parts Inc. 0.21% to 0.16%. New: NortonLifeLock Inc. (0.25%), Essential Utilities Inc. (0.14%), Healthpeak Properties Inc. (0.14%), ViacomCBS Inc. (0.11%), Equitable Holdings Inc. (0.06%), ViacomCBS Inc. (0%). Gone: WellCare Health Plans Inc. (0.32%), Symantec Corporation (0.21%), HCP Inc. (0.15%), Genesee and Wyoming Inc. (0.13%), Aqua America Inc. (0.13%), Viacom Inc. (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Mar 2020 12:00:00 GMT</pubDate></item></channel></rss>