<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>MDYG filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of MDYG 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>MDYG: filing for 2026-06-30 -- 6 added, 5 dropped, turnover 12.6%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>243 positions became 244: 6 added (4.4% of the fund), 5 dropped (3.51%). Turnover proxy 12.6%. Largest increases: Sterling Infrastructure Inc 0.77% to 1.36%; Twilio Inc 1.17% to 1.66%; MKS Inc 0.67% to 1.13%; MACOM Technology Solutions Holdings Inc 0.88% to 1.32%; Carpenter Technology Corp 1.21% to 1.62%; TTM Technologies Inc 0.62% to 1.03%. Largest decreases: Royal Gold Inc 1.26% to 0.86%; United Therapeutics Corp 1.57% to 1.22%; TechnipFMC PLC 1.72% to 1.4%; Kratos Defense &amp;amp; Security Solutions Inc 0.8% to 0.49%; Five Below Inc 0.77% to 0.53%; New York Times Co/The 0.83% to 0.6%. New: Roku Inc (0.96%), Coeur Mining Inc (0.89%), Sanmina Corp (0.72%), DigitalOcean Holdings Inc (0.68%), Viavi Solutions Inc (0.59%), Semtech Corp (0.56%). Gone: Casey&apos;s General Stores Inc (1.66%), Flex Ltd (1.48%), Masimo Corp (0.28%), BellRing Brands Inc (0.05%), Blackbaud Inc (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Aug 2026 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2026-03-31 -- 13 added, 6 dropped, turnover 13.4%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>236 positions became 243: 13 added (5.42% of the fund), 6 dropped (6.68%). Turnover proxy 13.4%. Largest increases: TechnipFMC PLC 1.11% to 1.72%; XPO Inc 0.98% to 1.4%; Casey&apos;s General Stores Inc 1.26% to 1.66%; MasTec Inc 0.82% to 1.21%; Curtiss-Wright Corp 1.25% to 1.54%; United Therapeutics Corp 1.29% to 1.57%. Largest decreases: Guidewire Software Inc 1.05% to 0.78%; Pinterest Inc 0.64% to 0.45%; Somnigroup International Inc 1.15% to 0.95%; Doximity Inc 0.37% to 0.19%; Planet Fitness Inc 0.55% to 0.38%; Talen Energy Corp 1.05% to 0.9%. New: Advanced Energy Industries Inc (0.75%), TTM Technologies Inc (0.62%), Arrowhead Pharmaceuticals Inc (0.54%), Moog Inc (0.51%), CareTrust REIT Inc (0.5%), InterDigital Inc (0.48%). Gone: Ciena Corp (2.02%), Coherent Corp (1.78%), Lumentum Holdings Inc (1.6%), EchoStar Corp (0.9%), Frontier Communications Parent Inc (0.28%), ZoomInfo Technologies Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2025-12-31 -- 47 added, 57 dropped, turnover 31.2%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>246 positions became 236: 47 added (15.41% of the fund), 57 dropped (16.72%). Turnover proxy 31.2%. Largest increases: Ciena Corp 0.75% to 2.02%; Lumentum Holdings Inc 0.43% to 1.6%; Coherent Corp 1.02% to 1.78%; Royal Gold Inc 0.36% to 1.11%; EchoStar Corp 0.31% to 0.9%; XPO Inc 0.45% to 0.98%. Largest decreases: Nutanix Inc 1.21% to 0.52%; Equitable Holdings Inc 0.92% to 0.4%; Carlisle Cos Inc 0.85% to 0.35%; Duolingo Inc 0.78% to 0.3%; TransUnion 0.99% to 0.53%; Sprouts Farmers Market Inc 0.64% to 0.19%. New: Flex Ltd (1.37%), Talen Energy Corp (1.05%), Hecla Mining Co (0.79%), Elanco Animal Health Inc (0.69%), Pinterest Inc (0.64%), Five Below Inc (0.64%). Gone: Comfort Systems USA Inc (1.76%), Toll Brothers Inc (0.82%), Owens Corning (0.72%), Western Alliance Bancorp (0.54%), Permian Resources Corp (0.54%), Watsco Inc (0.53%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Feb 2026 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2025-09-30 -- 8 added, 6 dropped, turnover 11.5%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>244 positions became 246: 8 added (5.89% of the fund), 6 dropped (3.76%). Turnover proxy 11.5%. Largest increases: Comfort Systems USA Inc 1.23% to 1.76%; Pure Storage Inc 1.17% to 1.58%; United Therapeutics Corp 0.85% to 1.15%; Ciena Corp 0.45% to 0.75%; Rambus Inc 0.45% to 0.68%; Medpace Holdings Inc 0.48% to 0.69%. Largest decreases: Sprouts Farmers Market Inc 1.05% to 0.64%; Duolingo Inc 1.05% to 0.78%; Carlisle Cos Inc 1.05% to 0.85%; Morningstar Inc 0.55% to 0.34%; Dynatrace Inc 1.08% to 0.89%; Equitable Holdings Inc 1.11% to 0.92%. New: Nutanix Inc (1.21%), TransUnion (0.99%), TechnipFMC PLC (0.98%), Twilio Inc (0.93%), AeroVironment Inc (0.61%), Kratos Defense &amp;amp; Security Solutions Inc (0.54%). Gone: Interactive Brokers Group Inc (1.58%), EMCOR Group Inc (1.56%), Viper Energy Inc (0.33%), ChampionX Corp (0.13%), 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, 26 Nov 2025 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2025-06-30 -- 3 added, 0 dropped, turnover 7.7%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>241 positions became 244: 3 added (1.89% of the fund), 0 dropped (0%). Turnover proxy 7.7%. Largest increases: Comfort Systems USA Inc 0.83% to 1.23%; Curtiss-Wright Corp 0.87% to 1.2%; EMCOR Group Inc 1.24% to 1.56%; Interactive Brokers Group Inc 1.31% to 1.58%; ATI Inc 0.54% to 0.8%; Carpenter Technology Corp 0.66% to 0.9%. Largest decreases: Sarepta Therapeutics Inc 0.44% to 0.11%; Saia Inc 0.68% to 0.48%; Watsco Inc 0.8% to 0.62%; Halozyme Therapeutics Inc 0.59% to 0.42%; Globus Medical Inc 0.61% to 0.44%; Docusign Inc 1.2% to 1.03%. New: Okta Inc (1.09%), API Group Corp (0.48%), Pegasystems Inc (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Aug 2025 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2025-03-31 -- 9 added, 6 dropped, turnover 9.2%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>238 positions became 241: 9 added (4.01% of the fund), 6 dropped (3.07%). Turnover proxy 9.2%. Largest increases: Sprouts Farmers Market Inc 0.86% to 1.11%; RB Global Inc 1.12% to 1.35%; Halozyme Therapeutics Inc 0.41% to 0.59%; Equitable Holdings Inc 0.99% to 1.18%; BJ&apos;s Wholesale Club Holdings Inc 0.37% to 0.52%; Casey&apos;s General Stores Inc 0.68% to 0.81%. Largest decreases: Manhattan Associates Inc 1.11% to 0.77%; Sarepta Therapeutics Inc 0.78% to 0.44%; Pure Storage Inc 1.29% to 1%; Illumina Inc 0.74% to 0.48%; American Airlines Group Inc 0.77% to 0.51%; Coherent Corp 0.99% to 0.73%. New: Guidewire Software Inc (1.14%), ATI Inc (0.54%), Entegris Inc (0.5%), Alaska Air Group Inc (0.44%), Hims &amp;amp; Hers Health Inc (0.41%), Cava Group Inc (0.4%). Gone: Williams-Sonoma Inc (1.57%), TKO Group Holdings Inc (0.64%), Aspen Technology Inc (0.45%), Altair Engineering Inc (0.28%), Teradata Corp (0.07%), Arrowhead Pharmaceuticals Inc (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 May 2025 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2024-12-31 -- 42 added, 58 dropped, turnover 29.5%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>254 positions became 238: 42 added (15.33% of the fund), 58 dropped (16.68%). Turnover proxy 29.5%. Largest increases: Interactive Brokers Group Inc 0.6% to 1.29%; United Therapeutics Corp 0.48% to 1.06%; Sprouts Farmers Market Inc 0.3% to 0.86%; Burlington Stores Inc 0.66% to 1.21%; Equitable Holdings Inc 0.47% to 0.99%; East West Bancorp Inc 0.41% to 0.89%. Largest decreases: Graco Inc 0.99% to 0.47%; Floor &amp;amp; Decor Holdings Inc 0.89% to 0.4%; Advanced Drainage Systems Inc 0.74% to 0.26%; Watsco Inc 1.14% to 0.69%; Universal Display Corp 0.62% to 0.2%; Onto Innovation Inc 0.68% to 0.31%. New: DocuSign Inc (1.23%), Coherent Corp (0.99%), American Airlines Group Inc (0.77%), Illumina Inc (0.74%), Globus Medical Inc (0.63%), Mueller Industries Inc (0.61%). Gone: Lennox International Inc (1.29%), Reliance Inc (1.06%), Texas Pacific Land Corp (0.74%), Ovintiv Inc (0.67%), Skechers USA Inc (0.59%), Chord Energy Corp (0.54%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2025 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2024-09-30 -- 8 added, 6 dropped, turnover 7.3%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>252 positions became 254: 8 added (2.8% of the fund), 6 dropped (0.89%). Turnover proxy 7.3%. Largest increases: Dynatrace Inc 0.77% to 1.06%; Toll Brothers Inc 0.86% to 1.06%; Coca-Cola Consolidated Inc 0.36% to 0.52%; Duolingo Inc 0.55% to 0.7%; Comfort Systems USA Inc 0.77% to 0.93%; Floor &amp;amp; Decor Holdings Inc 0.76% to 0.89%. Largest decreases: elf Beauty Inc 0.84% to 0.41%; Pure Storage Inc 1.4% to 1.03%; Celsius Holdings Inc 0.61% to 0.33%; Weatherford International PLC 0.64% to 0.41%; Sarepta Therapeutics Inc 0.85% to 0.64%; Neurocrine Biosciences Inc 0.99% to 0.78%. New: Fabrinet (0.57%), Avantor Inc (0.49%), Abercrombie &amp;amp; Fitch Co (0.48%), Hamilton Lane Inc (0.45%), Western Alliance Bancorp (0.32%), Parsons Corp (0.23%). Gone: Erie Indemnity Co (0.38%), Progyny Inc (0.17%), Equitrans Midstream Corp (0.17%), Wolfspeed Inc (0.1%), MP Materials Corp (0.05%), State Street Global Advisors (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Nov 2024 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2024-06-30 -- 12 added, 5 dropped, turnover 10.4%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>245 positions became 252: 12 added (6.11% of the fund), 5 dropped (3.82%). Turnover proxy 10.4%. Largest increases: Pure Storage Inc 1.08% to 1.4%; Chord Energy Corp 0.52% to 0.74%; Casey&apos;s General Stores Inc 0.83% to 1.01%; Onto Innovation Inc 0.62% to 0.77%; Universal Display Corp 0.52% to 0.66%; Wingstop Inc 0.76% to 0.89%. Largest decreases: Five Below Inc 0.7% to 0.43%; Lincoln Electric Holdings Inc 1.03% to 0.77%; Celsius Holdings Inc 0.86% to 0.61%; Floor &amp;amp; Decor Holdings Inc 0.97% to 0.76%; Kinsale Capital Group Inc 0.81% to 0.61%; Repligen Corp 0.67% to 0.47%. New: RB Global Inc (1%), Sarepta Therapeutics Inc (0.85%), Texas Pacific Land Corp (0.66%), BioMarin Pharmaceutical Inc (0.63%), Duolingo Inc (0.55%), AAON Inc (0.42%). Gone: Vistra Corp (1.65%), GoDaddy Inc (1.17%), Shockwave Medical Inc (0.84%), Inari Medical Inc (0.1%), 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>Wed, 28 Aug 2024 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2024-03-31 -- 6 added, 3 dropped, turnover 8.8%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>242 positions became 245: 6 added (3.29% of the fund), 3 dropped (2.51%). Turnover proxy 8.8%. Largest increases: Vistra Corp 1.03% to 1.65%; Williams-Sonoma Inc 1.03% to 1.43%; EMCOR Group Inc 0.8% to 1.16%; Shockwave Medical Inc 0.56% to 0.84%; Kinsale Capital Group Inc 0.58% to 0.81%; Celsius Holdings Inc 0.64% to 0.86%. Largest decreases: Dynatrace Inc 1.03% to 0.78%; Five Below Inc 0.94% to 0.7%; Watsco Inc 1.15% to 0.95%; Penumbra Inc 0.77% to 0.61%; Dropbox Inc 0.6% to 0.44%; Universal Display Corp 0.66% to 0.52%. New: Pure Storage Inc (1.08%), elf Beauty Inc (0.76%), Applied Industrial Technologies Inc (0.54%), American Homes 4 Rent (0.49%), Cytokinetics Inc (0.22%), Arcadium Lithium PLC (0.19%). Gone: Deckers Outdoor Corp (1.36%), Super Micro Computer Inc (1.04%), Calix Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 May 2024 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2023-12-31 -- 51 added, 62 dropped, turnover 32%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>253 positions became 242: 51 added (16.21% of the fund), 62 dropped (20.17%). Turnover proxy 32%. Largest increases: Williams-Sonoma Inc 0.4% to 1.03%; TopBuild Corp 0.35% to 0.94%; Lennox International Inc 0.62% to 1.13%; Graco Inc 0.66% to 1.16%; Owens Corning 0.55% to 1.04%; ITT Inc 0.31% to 0.78%. Largest decreases: United Therapeutics Corp 0.88% to 0.37%; Jazz Pharmaceuticals PLC 0.68% to 0.26%; RPM International Inc 1.02% to 0.61%; KBR Inc 0.66% to 0.27%; Murphy Oil Corp 0.56% to 0.21%; Toro Co/The 0.72% to 0.38%. New: Floor &amp;amp; Decor Holdings Inc (0.94%), Toll Brothers Inc (0.88%), Equity LifeStyle Properties Inc (0.67%), Skechers USA Inc (0.66%), Woodward Inc (0.65%), Burlington Stores Inc (0.6%). Gone: Hubbell Inc (1.4%), Builders FirstSource Inc (1.29%), Annaly Capital Management Inc (0.77%), Darling Ingredients Inc (0.69%), NOV Inc (0.68%), Antero Resources Corp (0.59%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Feb 2024 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2023-09-30 -- 15 added, 7 dropped, turnover 10.2%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>245 positions became 253: 15 added (6.88% of the fund), 7 dropped (1.95%). Turnover proxy 10.2%. Largest increases: Celsius Holdings Inc 0.51% to 0.7%; Ovintiv Inc 0.61% to 0.77%; NOV Inc 0.53% to 0.68%; H&amp;amp;R Block Inc 0.41% to 0.54%; Neurocrine Biosciences Inc 0.78% to 0.91%; PBF Energy Inc 0.38% to 0.49%. Largest decreases: Shockwave Medical Inc 0.88% to 0.61%; Masimo Corp 0.43% to 0.2%; Penumbra Inc 0.7% to 0.49%; Iridium Communications Inc 0.66% to 0.47%; Builders FirstSource Inc 1.48% to 1.29%; Toro Co/The 0.9% to 0.72%. New: GoDaddy Inc (0.91%), Gaming and Leisure Properties Inc (0.66%), Vistra Corp (0.62%), Erie Indemnity Co (0.61%), Civitas Resources Inc (0.57%), RBC Bearings Inc (0.56%). Gone: Life Storage Inc (0.58%), PDC Energy Inc (0.53%), World Wrestling Entertainment Inc (0.4%), STAAR Surgical Co (0.15%), Cathay General Bancorp (0.1%), Mercury Systems Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Nov 2023 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2023-06-30 -- 12 added, 6 dropped, turnover 8.9%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>239 positions became 245: 12 added (4.42% of the fund), 6 dropped (1.98%). Turnover proxy 8.9%. Largest increases: Super Micro Computer Inc 0.36% to 0.77%; Hubbell Inc 1.18% to 1.5%; Builders FirstSource Inc 1.19% to 1.48%; Shockwave Medical Inc 0.71% to 0.88%; Celsius Holdings Inc 0.34% to 0.51%; Watsco Inc 0.96% to 1.08%. Largest decreases: First Horizon Corp 0.57% to 0.34%; Concentrix Corp 0.47% to 0.29%; Cirrus Logic Inc 0.55% to 0.38%; Repligen Corp 0.79% to 0.62%; Jazz Pharmaceuticals PLC 0.84% to 0.67%; Toro Co/The 1.06% to 0.9%. New: Dropbox Inc (0.61%), Ovintiv Inc (0.61%), BWX Technologies Inc (0.55%), Graphic Packaging Holding Co (0.44%), Crown Holdings Inc (0.34%), Planet Fitness Inc (0.33%). Gone: Axon Enterprise Inc (1.38%), Ingevity Corp (0.23%), SiTime Corp (0.11%), Fulton Financial Corp (0.1%), Bank of Hawaii Corp (0.1%), SunPower Corp (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Aug 2023 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2023-03-31 -- 13 added, 8 dropped, turnover 9.5%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>234 positions became 239: 13 added (3.93% of the fund), 8 dropped (3.09%). Turnover proxy 9.5%. Largest increases: Lattice Semiconductor Corp 0.85% to 1.19%; Axon Enterprise Inc 1.08% to 1.38%; Builders FirstSource Inc 0.92% to 1.19%; Reliance Steel &amp;amp; Aluminum Co 1.14% to 1.37%; Lantheus Holdings Inc 0.34% to 0.52%; Watsco Inc 0.8% to 0.96%. Largest decreases: United Therapeutics Corp 1.22% to 0.93%; Halozyme Therapeutics Inc 0.74% to 0.47%; First Horizon Corp 0.83% to 0.57%; Antero Resources Corp 0.82% to 0.58%; Neurocrine Biosciences Inc 1.1% to 0.89%; RPM International Inc 1.21% to 1.02%. New: UFP Industries Inc (0.45%), Chord Energy Corp (0.39%), Agree Realty Corp (0.38%), Advanced Drainage Systems Inc (0.37%), Valaris Ltd (0.35%), Aramark (0.35%). Gone: Fair Isaac Corp (1.43%), LHC Group Inc (0.48%), STORE Capital Corp (0.39%), IAA Inc (0.33%), Dycom Industries Inc (0.18%), Tandem Diabetes Care 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 May 2023 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2022-12-31 -- 69 added, 69 dropped, turnover 38.2%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>234 positions became 234: 69 added (26.14% of the fund), 69 dropped (22.44%). Turnover proxy 38.2%. Largest increases: Fair Isaac Corp 0.66% to 1.43%; United Therapeutics Corp 0.51% to 1.22%; RPM International Inc 0.6% to 1.21%; Hubbell Inc 0.71% to 1.21%; OGE Energy Corp 0.3% to 0.76%; WEX Inc 0.27% to 0.69%. Largest decreases: Steel Dynamics Inc 1.35% to 0%; East West Bancorp Inc 1.04% to 0.45%; Life Storage Inc 1.03% to 0.49%; Williams-Sonoma Inc 0.89% to 0.35%; Chart Industries Inc 0.73% to 0.21%; Manhattan Associates Inc 0.92% to 0.42%. New: Reliance Steel &amp;amp; Aluminum Co (1.14%), Jazz Pharmaceuticals PLC (0.96%), Annaly Capital Management Inc (0.95%), First Horizon Corp (0.83%), Antero Resources Corp (0.82%), Casey&apos;s General Stores Inc (0.8%). Gone: Targa Resources Corp (1.5%), First Solar Inc (0.85%), Cleveland-Cliffs Inc (0.77%), Aspen Technology Inc (0.76%), Mattel Inc (0.74%), GameStop Corp (0.69%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Feb 2023 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2022-09-30 -- 11 added, 11 dropped, turnover 10.4%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>234 positions became 234: 11 added (3.89% of the fund), 11 dropped (3.76%). Turnover proxy 10.4%. Largest increases: First Solar Inc 0.43% to 0.85%; Shockwave Medical Inc 0.75% to 1.1%; Paylocity Holding Corp 0.76% to 1.09%; Penumbra Inc 0.48% to 0.79%; Wolfspeed Inc 0.47% to 0.77%; Carlisle Cos Inc 1.35% to 1.6%. Largest decreases: Syneos Health Inc 0.8% to 0.53%; Azenta Inc 0.59% to 0.35%; Service Corp International/US 1.2% to 1%; Helen of Troy Ltd 0.42% to 0.26%; Scotts Miracle-Gro Co/The 0.35% to 0.19%; SiTime Corp 0.28% to 0.13%. New: Dynatrace Inc (0.77%), Southwestern Energy Co (0.48%), Healthcare Realty Trust Inc (0.43%), Omnicell Inc (0.42%), Celsius Holdings Inc (0.4%), Novanta Inc (0.29%). Gone: Coherent Inc (0.72%), Sailpoint Technologies Holdings Inc (0.65%), American Campus Communities Inc (0.54%), CMC Materials Inc (0.36%), CDK Global Inc (0.33%), II-VI Inc (0.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Nov 2022 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2022-06-30 -- 13 added, 11 dropped, turnover 10.5%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>232 positions became 234: 13 added (4.07% of the fund), 11 dropped (4.69%). Turnover proxy 10.5%. Largest increases: Service Corp International/US 0.96% to 1.2%; Neurocrine Biosciences Inc 0.79% to 1.02%; Sailpoint Technologies Holdings Inc 0.42% to 0.65%; United Therapeutics Corp 0.34% to 0.56%; Carlisle Cos Inc 1.14% to 1.35%; FTI Consulting Inc 0.47% to 0.68%. Largest decreases: Cleveland-Cliffs Inc 1.36% to 0.8%; Avis Budget Group Inc 0.94% to 0.55%; Cognex Corp 0.76% to 0.51%; Tandem Diabetes Care Inc 0.65% to 0.41%; Alcoa Corp 0.59% to 0.37%; Wolfspeed Inc 0.68% to 0.47%. New: Shockwave Medical Inc (0.75%), Matador Resources Co (0.57%), Aspen Technology Inc (0.56%), QuidelOrtho Corp (0.53%), Independence Realty Trust Inc (0.5%), Inari Medical Inc (0.25%). Gone: Camden Property Trust (1.5%), Aspen Technology Inc (0.97%), Mimecast Ltd (0.43%), Quidel Corp (0.38%), Digital Turbine Inc (0.34%), Crane Co (0.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Aug 2022 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2022-03-31 -- 7 added, 8 dropped, turnover 9.7%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>233 positions became 232: 7 added (2.57% of the fund), 8 dropped (2.48%). Turnover proxy 9.7%. Largest increases: Targa Resources Corp 0.96% to 1.53%; Cleveland-Cliffs Inc 0.8% to 1.36%; Steel Dynamics Inc 0.94% to 1.39%; Avis Budget Group Inc 0.67% to 0.94%; Darling Ingredients Inc 0.9% to 1.15%; Alcoa Corp 0.36% to 0.59%. Largest decreases: Trex Co Inc 1.25% to 0.67%; Masimo Corp 1.2% to 0.66%; Tempur Sealy International Inc 0.73% to 0.48%; RH 0.75% to 0.5%; Repligen Corp 1.1% to 0.86%; Builders FirstSource Inc 1.32% to 1.09%. New: PDC Energy Inc (0.63%), Chart Industries Inc (0.53%), Range Resources Corp (0.46%), Watts Water Technologies Inc (0.34%), Euronet Worldwide Inc (0.21%), Calix Inc (0.21%). Gone: Molina Healthcare Inc (0.73%), Nordson Corp (0.67%), CyrusOne Inc (0.59%), CIT Group Inc (0.16%), Cerence Inc (0.12%), Jack in the Box Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 May 2022 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2021-12-31 -- 60 added, 60 dropped, turnover 33%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>233 positions became 233: 60 added (19.76% of the fund), 60 dropped (18.89%). Turnover proxy 33%. Largest increases: Builders FirstSource Inc 0.49% to 1.32%; Camden Property Trust 0.65% to 1.47%; Targa Resources Corp 0.24% to 0.96%; Synaptics Inc 0.28% to 0.91%; Life Storage Inc 0.44% to 1.01%; Rexford Industrial Realty Inc 0.43% to 0.99%. Largest decreases: Cognex Corp 1.32% to 0.7%; Fair Isaac Corp 1.05% to 0.55%; First Solar Inc 0.88% to 0.41%; Graco Inc 1.11% to 0.66%; Cable One Inc 0.84% to 0.41%; New York Times Co/The 0.77% to 0.38%. New: Steel Dynamics Inc (0.94%), East West Bancorp Inc (0.9%), Tenet Healthcare Corp (0.7%), Bruker Corp (0.69%), Avis Budget Group Inc (0.67%), Olin Corp (0.66%). Gone: FactSet Research Systems Inc (1.39%), SolarEdge Technologies Inc (1.29%), Lithia Motors Inc (0.89%), Cree Inc (0.87%), Sunrun Inc (0.84%), Knight-Swift Transportation Holdings Inc (0.79%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Feb 2022 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2021-09-30 -- 9 added, 7 dropped, turnover 9.8%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>231 positions became 233: 9 added (3.51% of the fund), 7 dropped (4.54%). Turnover proxy 9.8%. Largest increases: Repligen Corp 0.93% to 1.38%; Paylocity Holding Corp 0.65% to 1.03%; Knight-Swift Transportation Holdings Inc 0.51% to 0.79%; FactSet Research Systems Inc 1.15% to 1.39%; Scientific Games Corp 0.23% to 0.43%; Tempur Sealy International Inc 0.65% to 0.85%. Largest decreases: Boston Beer Co Inc/The 0.86% to 0.45%; XPO Logistics Inc 0.67% to 0.38%; Amedisys Inc 0.72% to 0.45%; Fair Isaac Corp 1.32% to 1.05%; Jazz Pharmaceuticals PLC 0.97% to 0.74%; Universal Display Corp 0.87% to 0.69%. New: Saia Inc (0.59%), Digital Turbine Inc (0.56%), GameStop Corp (0.48%), Tandem Diabetes Care Inc (0.44%), GXO Logistics Inc (0.37%), Mimecast Ltd (0.36%). Gone: Bio-Techne Corp (1.59%), Brown &amp;amp; Brown Inc (1.13%), PRA Health Sciences Inc (0.97%), Ceridian HCM Holding Inc (0.68%), Ligand Pharmaceuticals Inc (0.1%), WW International Inc (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Nov 2021 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2021-06-30 -- 11 added, 7 dropped, turnover 8%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>227 positions became 231: 11 added (3.64% of the fund), 7 dropped (4.24%). Turnover proxy 8%. Largest increases: Syneos Health Inc 0.59% to 0.82%; Bio-Techne Corp 1.39% to 1.59%; Axon Enterprise Inc 0.85% to 1.04%; STAAR Surgical Co 0.46% to 0.65%; Arrowhead Pharmaceuticals Inc 0.64% to 0.78%; Manhattan Associates Inc 0.7% to 0.84%. Largest decreases: Scotts Miracle-Gro Co/The 0.93% to 0.71%; Boston Beer Co Inc/The 1.04% to 0.86%; Williams-Sonoma Inc 1.28% to 1.11%; Exelixis Inc 0.66% to 0.52%; Cree Inc 1.17% to 1.03%; Emergent BioSolutions Inc 0.39% to 0.26%. New: Lattice Semiconductor Corp (0.7%), Crocs Inc (0.69%), Aspen Technology Inc (0.59%), Genpact Ltd (0.44%), R1 RCM Inc (0.28%), Envestnet Inc (0.23%). Gone: PTC Inc (1.35%), Charles River Laboratories International Inc (1.35%), CoreLogic Inc/United States (0.54%), GrubHub Inc (0.52%), AVANOS MEDICAL INC (0.2%), Perspecta Inc (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 23 Aug 2021 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2021-03-31 -- 8 added, 8 dropped, turnover 12.5%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>227 positions became 227: 8 added (3.79% of the fund), 8 dropped (9%). Turnover proxy 12.5%. Largest increases: Williams-Sonoma Inc 0.74% to 1.28%; Penumbra Inc 0.56% to 0.86%; Lithia Motors Inc 0.73% to 0.97%; RH 0.66% to 0.91%; Darling Ingredients Inc 0.89% to 1.12%; Bio-Techne Corp 1.17% to 1.39%. Largest decreases: Cable One Inc 1.15% to 0.93%; Masimo Corp 1.29% to 1.09%; Quidel Corp 0.66% to 0.46%; Ceridian HCM Holding Inc 0.78% to 0.61%; SolarEdge Technologies Inc 1.56% to 1.39%; IAA Inc 0.83% to 0.69%. New: Cleveland-Cliffs Inc (0.86%), Neurocrine Biosciences Inc (0.85%), Brooks Automation Inc (0.57%), YETI Holdings Inc (0.51%), STAAR Surgical Co (0.46%), Iridium Communications Inc (0.28%). Gone: Enphase Energy Inc (2.11%), Trimble Inc (1.59%), Monolithic Power Systems Inc (1.48%), Generac Holdings Inc (1.36%), Caesars Entertainment Inc (0.86%), Eaton Vance Corp (0.74%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 May 2021 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2020-12-31 -- 44 added, 61 dropped, turnover 26.1%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>244 positions became 227: 44 added (14.07% of the fund), 61 dropped (15.36%). Turnover proxy 26.1%. Largest increases: Enphase Energy Inc 0.8% to 2.11%; PTC Inc 0.48% to 1.19%; Eaton Vance Corp 0.33% to 0.74%; Sunrun Inc 0.67% to 1.03%; IAA Inc 0.51% to 0.83%; CoreLogic Inc/United States 0.26% to 0.57%. Largest decreases: RenaissanceRe Holdings Ltd 0.93% to 0.46%; Casey&apos;s General Stores Inc 0.7% to 0.24%; Royal Gold Inc 0.84% to 0.38%; Nordson Corp 1.11% to 0.65%; Polaris Inc 0.58% to 0.25%; SEI Investments Co 0.66% to 0.34%. New: Cree Inc (1.11%), Darling Ingredients Inc (0.89%), First Solar Inc (0.8%), II-VI Inc (0.75%), Penn National Gaming Inc (0.73%), Molina Healthcare Inc (0.65%). Gone: Pool Corp (1.44%), Dunkin&apos; Brands Group Inc (0.72%), Reliance Steel &amp;amp; Aluminum Co (0.7%), Jabil Inc (0.5%), Cousins Properties Inc (0.46%), Cabot Microelectronics Corp (0.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Feb 2021 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2020-09-30 -- 12 added, 9 dropped, turnover 11.3%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>241 positions became 244: 12 added (5.51% of the fund), 9 dropped (6.08%). Turnover proxy 11.3%. Largest increases: SolarEdge Technologies Inc 0.79% to 1.28%; Enphase Energy Inc 0.32% to 0.8%; Generac Holdings Inc 0.87% to 1.3%; Boston Beer Co Inc/The 0.59% to 0.86%; Charles River Laboratories International Inc 0.99% to 1.2%; Pool Corp 1.24% to 1.44%. Largest decreases: Ciena Corp 0.59% to 0.41%; WEX Inc 0.82% to 0.66%; Hill-Rom Holdings Inc 0.46% to 0.33%; Hexcel Corp 0.43% to 0.3%; Bio-Techne Corp 1.15% to 1.02%; SEI Investments Co 0.78% to 0.66%. New: Caesars Entertainment Inc (0.92%), Sunrun Inc (0.67%), Jazz Pharmaceuticals PLC (0.64%), Rexford Industrial Realty Inc (0.61%), Lithia Motors Inc (0.55%), IAA Inc (0.51%). Gone: Teradyne Inc (1.6%), Etsy Inc (1.44%), Catalent Inc (1.36%), Caesars Entertainment Corp (0.78%), Eldorado Resorts Inc (0.38%), LogMeIn Inc (0.3%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Nov 2020 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2020-06-30 -- 15 added, 8 dropped, turnover 14.4%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>234 positions became 241: 15 added (5.95% of the fund), 8 dropped (8.49%). Turnover proxy 14.4%. Largest increases: Etsy Inc 0.64% to 1.44%; Teradyne Inc 1.27% to 1.6%; Caesars Entertainment Corp 0.53% to 0.78%; Eldorado Resorts Inc 0.13% to 0.38%; RH 0.23% to 0.47%; Catalent Inc 1.12% to 1.36%. Largest decreases: Carlisle Cos Inc 0.99% to 0.75%; Graco Inc 1.14% to 0.91%; Toro Co/The 0.97% to 0.81%; j2 Global Inc 0.48% to 0.33%; Chemed Corp 0.97% to 0.82%; Alleghany Corp 0.56% to 0.4%. New: Quidel Corp (0.98%), Paylocity Holding Corp (0.6%), LHC Group Inc (0.6%), STORE Capital Corp (0.47%), Essent Group Ltd (0.46%), TopBuild Corp (0.43%). Gone: Domino&apos;s Pizza Inc (1.75%), Tyler Technologies Inc (1.62%), West Pharmaceutical Services Inc (1.57%), Teledyne Technologies Inc (1.51%), Cypress Semiconductor Corp (1.2%), Bio-Rad Laboratories Inc (0.76%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2020 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2020-03-31 -- 5 added, 4 dropped, turnover 11%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>233 positions became 234: 5 added (1.96% of the fund), 4 dropped (1.24%). Turnover proxy 11%. Largest increases: Domino&apos;s Pizza Inc 1.27% to 1.75%; West Pharmaceutical Services Inc 1.18% to 1.57%; Masimo Corp 0.82% to 1.21%; Tyler Technologies Inc 1.24% to 1.62%; Cable One Inc 0.79% to 1.15%; FactSet Research Systems Inc 1.08% to 1.38%. Largest decreases: WPX Energy Inc 0.61% to 0.18%; WEX Inc 0.96% to 0.63%; Eldorado Resorts Inc 0.41% to 0.13%; Caesars Entertainment Corp 0.8% to 0.53%; Arrowhead Pharmaceuticals Inc 0.67% to 0.4%; Woodward Inc 0.71% to 0.47%. New: Generac Holdings Inc (0.82%), Essential Utilities Inc (0.68%), RH (0.23%), Cimarex Energy Co (0.13%), CIT Group Inc (0.11%). Gone: Aqua America Inc (0.59%), Liberty Property Trust (0.58%), Alexander &amp;amp; Baldwin Inc (0.06%), Genesee &amp;amp; Wyoming Inc (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Jun 2020 12:00:00 GMT</pubDate></item><item><title>MDYG: filing for 2019-12-31 -- 65 added, 78 dropped, turnover 36.1%</title><link>https://themulden.com/funds/mdyg/</link><guid isPermaLink="true">https://themulden.com/funds/mdyg/</guid><description>246 positions became 233: 65 added (23.14% of the fund), 78 dropped (22.18%). Turnover proxy 36.1%. Largest increases: Teledyne Technologies Inc 0.65% to 1.34%; Cognex Corp 0.46% to 1.01%; Teradyne Inc 0.69% to 1.21%; Nordson Corp 0.36% to 0.88%; Catalent Inc 0.45% to 0.87%; SEI Investments Co 0.47% to 0.87%. Largest decreases: Omega Healthcare Investors Inc 1.03% to 0.44%; National Retail Properties Inc 1.1% to 0.54%; Service Corp International/US 0.99% to 0.45%; CyrusOne Inc 1.02% to 0.51%; Post Holdings Inc 0.82% to 0.35%; American Campus Communities Inc 0.75% to 0.33%. New: RenaissanceRe Holdings Ltd (0.92%), Reliance Steel &amp;amp; Aluminum Co (0.84%), Caesars Entertainment Corp (0.8%), Arrowhead Pharmaceuticals Inc (0.67%), CACI International Inc (0.66%), MKS Instruments Inc (0.63%). Gone: STERIS PLC (1.39%), Zebra Technologies Corp (1.27%), UGI Corp (1.2%), Live Nation Entertainment Inc (1.04%), Medical Properties Trust Inc (0.99%), Old Dominion Freight Line Inc (0.83%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>