Each N-PORT filing of SDVY compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/168 positions became 174: 22 added (4.87% of the fund), 16 dropped (3.98%). Turnover proxy 15.6%. Largest increases: NATIONAL HEALTHCARE CORP 0.78% to 1.19%; SELECTIVE INSURANCE GROUP INC 0.62% to 0.97%; TD SYNNEX CORP 0.25% to 0.58%; TOLL BROTHERS INC 0.62% to 0.94%; ZIONS BANCORP NA 0.68% to 0.98%; CINCINNATI FINANCIAL CORP 0.64% to 0.94%. Largest decreases: PRIMORIS SERVICES CORP 1.11% to 0.62%; HUNTINGTON BANCSHARES INC 0.67% to 0.23%; ATMUS FILTRATION TECHNOLOGIES INC 1.03% to 0.59%; WEATHERFORD INTERNATIONAL PLC 1.22% to 0.79%; CBOE GLOBAL MARKETS INC 0.95% to 0.56%; COCA-COLA CONSOLIDATED INC 0.93% to 0.55%. New: A10 NETWORKS INC (0.26%), ARGAN INC (0.25%), SOUTHWEST AIRLINES COMPANY (0.25%), EASTERN BANKSHARES INC (0.24%), CITIZENS FINANCIAL GROUP INC (0.24%), WEST PHARMACEUTICAL SERVICES INC (0.23%). Gone: CNA Financial Corporation (0.43%), Tapestry Inc (0.35%), Benchmark Electronics, Inc. (0.3%), Core Natural Resources Inc. (0.3%), CSG Systems International Inc. (0.27%), BOK Financial Corp (0.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 21 Aug 2026 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/177 positions became 168: 13 added (3.01% of the fund), 22 dropped (5.79%). Turnover proxy 13%. Largest increases: Powell Industries Inc. 0.64% to 1.06%; Primoris Services Corp. 0.79% to 1.11%; National Healthcare Corporation 0.49% to 0.78%; United States Lime & Minerals Inc. 0.23% to 0.52%; Curtiss-Wright Corp. 0.26% to 0.53%; Lemaitre Vascular Inc. 0.77% to 1.02%. Largest decreases: Lincoln National Corp. 0.72% to 0.39%; Royal Gold, Inc. 0.54% to 0.28%; UL Solutions Inc. 0.97% to 0.72%; Radian Group Inc. 0.42% to 0.19%; Lear Corporation 0.46% to 0.24%; CSG Systems International Inc. 0.49% to 0.27%. New: PINNACLE FINANCIAL PARTNERS INC (0.39%), TD Synnex Corp (0.25%), Tutor Perini Corporation (0.24%), Voya Financial Inc (0.24%), Associated Banc-Corp (0.23%), Everest Group Ltd (0.23%). Gone: Cadence Bank (0.78%), Tecnoglass Inc (0.62%), Pinnacle Financial Partners In (0.44%), Warrior Met Coal Inc (0.35%), Cardinal Health Inc (0.3%), Dillard's Inc (0.3%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 21 May 2026 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/182 positions became 177: 19 added (4.13% of the fund), 24 dropped (4.34%). Turnover proxy 13.4%. Largest increases: Atmus Filtration Technologies 0.7% to 1.02%; UniFirst Corp/MA 0.54% to 0.86%; Jack Henry & Associates Inc 0.2% to 0.47%; UL Solutions Inc 0.71% to 0.97%; Dover Corp 0.16% to 0.41%; Turning Point Brands Inc 0.22% to 0.48%. Largest decreases: Huntington Bancshares Inc/OH 0.84% to 0.42%; Tapestry Inc 0.67% to 0.33%; Jacobs Solutions Inc 0.91% to 0.61%; Curtiss-Wright Corp 0.56% to 0.26%; Nicolet Bankshares Inc 0.69% to 0.39%; Dillard's Inc 0.59% to 0.3%. New: First Citizens BancShares Inc/ (0.25%), Expedia Group Inc (0.24%), Fifth Third Bancorp (0.23%), Regions Financial Corp (0.23%), M&T Bank Corp (0.23%), Hubbell Inc (0.22%). Gone: IDT Corp (0.35%), Leidos Holdings Inc (0.24%), Phinia Inc (0.21%), PROG Holdings Inc (0.21%), Eastern Bankshares Inc (0.2%), Terex Corp (0.2%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Feb 2026 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/185 positions became 182: 16 added (4.29% of the fund), 19 dropped (4.89%). Turnover proxy 14.5%. Largest increases: Primoris Services Corp 0.23% to 0.64%; Weatherford International PLC 0.56% to 0.94%; Interactive Brokers Group Inc 0.71% to 1.07%; Brink's Co/The 0.43% to 0.76%; Graham Holdings Co 0.41% to 0.72%; Comfort Systems USA Inc 1.1% to 1.39%. Largest decreases: Axis Capital Holdings Ltd 0.95% to 0.59%; Tapestry Inc 0.99% to 0.67%; Equitable Holdings Inc 0.47% to 0.18%; CF Industries Holdings Inc 0.69% to 0.42%; La-Z-Boy Inc 0.73% to 0.47%; Carlisle Cos Inc 0.59% to 0.33%. New: SOUTHSTATE BANK CORP (0.82%), Hecla Mining Co (0.32%), Napco Security Technologies In (0.25%), National HealthCare Corp (0.24%), Old Republic International Cor (0.24%), Pegasystems Inc (0.24%). Gone: SouthState Corp (0.79%), Andersons Inc/The (0.72%), eBay Inc (0.25%), Corebridge Financial Inc (0.24%), Reliance Inc (0.22%), Buckle Inc/The (0.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Nov 2025 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/190 positions became 185: 14 added (3.12% of the fund), 19 dropped (3.5%). Turnover proxy 14.4%. Largest increases: Northern Trust Corp 0.63% to 1.03%; Comfort Systems USA Inc 0.73% to 1.1%; Tapestry Inc 0.63% to 0.99%; Alamo Group Inc 0.63% to 0.98%; Interactive Brokers Group Inc 0.38% to 0.71%; AECOM 0.58% to 0.9%. Largest decreases: Texas Pacific Land Corp 0.63% to 0.15%; CNO Financial Group Inc 0.75% to 0.41%; Brown & Brown Inc 0.52% to 0.21%; Coterra Energy Inc 0.71% to 0.42%; Eastern Bankshares Inc 0.65% to 0.36%; Packaging Corp of America 0.8% to 0.53%. New: Acuity Inc (0.25%), IDT Corp (0.24%), Primoris Services Corp (0.23%), PulteGroup Inc (0.23%), Element Solutions Inc (0.23%), Enact Holdings Inc (0.23%). Gone: Interpublic Group of Cos Inc/T (0.35%), Pinnacle Financial Partners In (0.26%), Expand Energy Corp (0.24%), First Merchants Corp (0.24%), Western Alliance Bancorp (0.24%), Regions Financial Corp (0.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Aug 2025 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/96 positions became 190: 116 added (57.64% of the fund), 22 dropped (23.17%). Turnover proxy 57.6%. Largest increases: Unum Group 1.07% to 1.07%. Largest decreases: Atlas Energy Solutions Inc 1.09% to 0.15%; Dell Technologies Inc 1.05% to 0.13%; Vishay Intertechnology Inc 1.03% to 0.13%; Owens Corning 1.05% to 0.16%; AGCO Corp 1.06% to 0.17%; Landstar System Inc 1.04% to 0.16%. New: InterDigital Inc (1.13%), Paycom Software Inc (1.02%), Axis Capital Holdings Ltd (1.01%), Cboe Global Markets Inc (0.97%), Coca-Cola Consolidated Inc (0.93%), Tecnoglass Inc (0.93%). Gone: Select Water Solutions Inc (1.11%), Popular Inc (1.08%), Ally Financial Inc (1.08%), Voya Financial Inc (1.08%), Synovus Financial Corp (1.07%), California Resources Corp (1.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 22 May 2025 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/97 positions became 96: 0 added (0% of the fund), 1 dropped (0.23%). Turnover proxy 1.7%. Largest increases: Phinia Inc 0.96% to 1.09%; Jacobs Solutions Inc 0.92% to 1.04%; SM Energy Co 1% to 1.1%; Cactus Inc 0.98% to 1.08%; Select Water Solutions Inc 1.02% to 1.11%; Dreyfus Government Cash Management 0.04% to 0.13%. Largest decreases: A O Smith Corp 1.13% to 1.04%; Expeditors International of Wa 1.11% to 1.03%; Matson Inc 1.1% to 1.03%; Steel Dynamics Inc 1.1% to 1.03%; Landstar System Inc 1.1% to 1.04%; Boise Cascade Co 1.07% to 1.01%. Gone: AMENTUM HOLDINGS INC (0.23%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Feb 2025 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/101 positions became 97: 2 added (0.27% of the fund), 6 dropped (4.89%). Turnover proxy 5.5%. Largest increases: A O Smith Corp 0.97% to 1.13%; Williams-Sonoma Inc 0.93% to 1.09%; Expeditors International of Wa 0.97% to 1.11%; Ralph Lauren Corp 0.95% to 1.09%; Westlake Corp 0.97% to 1.09%; Advanced Drainage Systems Inc 0.96% to 1.08%. Largest decreases: Cactus Inc 1.07% to 0.98%; Jacobs Solutions Inc 0.99% to 0.92%; Eastern Bankshares Inc 1.08% to 1.01%; Comerica Inc 1.07% to 1.02%; California Resources Corp 1.08% to 1.04%; Synovus Financial Corp 1.07% to 1.03%. New: AMENTUM HOLDINGS INC (0.23%), Dreyfus Government Cash Management (0.04%). Gone: Ethan Allen Interiors Inc (1.02%), SunCoke Energy Inc (1.01%), Shutterstock Inc (0.99%), Monarch Casino & Resort Inc (0.99%), Haverty Furniture Cos Inc (0.49%), Dreyfus Government Cash Management (0.38%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 21 Nov 2024 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/101 positions became 101: 2 added (1.46% of the fund), 2 dropped (2.06%). Turnover proxy 3.6%. Largest increases: Dreyfus Government Cash Management 0.06% to 0.38%; California Resources Corp 0.97% to 1.08%; Cal-Maine Foods Inc 0.94% to 1.05%; Shutterstock Inc 0.89% to 0.99%; Eastern Bankshares Inc 0.99% to 1.08%; Synchrony Financial 0.98% to 1.06%. Largest decreases: Williams-Sonoma Inc 1.06% to 0.93%; Boise Cascade Co 1.11% to 0.98%; SM Energy Co 1.01% to 0.89%; Insperity Inc 1.06% to 0.96%; Corebridge Financial Inc 1.07% to 0.98%; Winnebago Industries Inc 1.08% to 0.99%. New: Steven Madden Ltd (0.97%), Haverty Furniture Cos Inc (0.49%). Gone: ChampionX Corp (1.04%), Alpha Metallurgical Resources (1.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 Aug 2024 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 101: 43 added (41.71% of the fund), 42 dropped (42.03%). Turnover proxy 42.8%. Largest increases: Winnebago Industries Inc 0.98% to 1.08%; Steel Dynamics Inc 0.93% to 1.02%; Synovus Financial Corp 0.94% to 1%; Comerica Inc 0.99% to 1.05%; Equitable Holdings Inc 0.96% to 1.02%; Cadence Bank 0.96% to 1.02%. Largest decreases: California Resources Corp 1.04% to 0.97%; Mueller Industries Inc 1.04% to 0.98%; Buckle Inc/The 1.04% to 0.98%; Graco Inc 1% to 0.95%; International Bancshares Corp 1.05% to 1%; Matson Inc 1.06% to 1.01%. New: Corebridge Financial Inc (1.07%), Williams-Sonoma Inc (1.06%), Meritage Homes Corp (1.06%), Regions Financial Corp (1.05%), ChampionX Corp (1.04%), Sylvamo Corp (1.03%). Gone: Marcus & Millichap Inc (1.06%), Crane NXT Co (1.05%), Walker & Dunlop Inc (1.04%), Marten Transport Ltd (1.04%), Louisiana-Pacific Corp (1.04%), Fidelity National Financial In (1.03%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 May 2024 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 2 added (2% of the fund), 2 dropped (2.13%). Turnover proxy 3.7%. Largest increases: Walker & Dunlop Inc 0.93% to 1.04%; Marcus & Millichap Inc 0.95% to 1.06%; Stifel Financial Corp 0.95% to 1.02%; Louisiana-Pacific Corp 0.96% to 1.04%; Century Communities Inc 0.98% to 1.05%; Synchrony Financial 0.95% to 1.01%. Largest decreases: Steel Dynamics Inc 1.1% to 0.93%; Watsco Inc 1.1% to 1%; Columbia Sportswear Co 1.05% to 0.96%; CONSOL Energy Inc 1.09% to 1.01%; Texas Pacific Land Corp 1.04% to 0.97%; Movado Group Inc 1.04% to 0.98%. New: Cactus Inc (1.02%), Donaldson Co Inc (0.98%). Gone: Cal-Maine Foods Inc (1.08%), Sturm Ruger & Co Inc (1.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 26 Feb 2024 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2%. Largest increases: Cal-Maine Foods Inc 0.93% to 1.08%; Veritex Holdings Inc 0.88% to 0.99%; Teradyne Inc 0.98% to 1.07%; Texas Pacific Land Corp 0.95% to 1.04%; Cadence Bank 0.93% to 1.01%; Steven Madden Ltd 0.94% to 1.02%. Largest decreases: Louisiana-Pacific Corp 1.16% to 0.96%; Medifast Inc 1.1% to 0.94%; Commercial Metals Co 1.08% to 0.97%; Century Communities Inc 1.08% to 0.98%; Boise Cascade Co 1.14% to 1.05%; Toll Brothers Inc 1.06% to 0.97%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 21 Nov 2023 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 2 added (1.94% of the fund), 2 dropped (1.89%). Turnover proxy 4%. Largest increases: Louisiana Pacific Corporation 0.95% to 1.16%; Movado Group Inc 0.82% to 1%; Boise Cascade Co 0.99% to 1.14%; Medifast Inc 0.97% to 1.1%; Amkor Technology, Inc. 0.99% to 1.11%; Matson Inc 0.95% to 1.04%. Largest decreases: Ally Financial Inc. 1.09% to 0.93%; Cal-Maine Foods Inc. 1.06% to 0.93%; Synovus Financial Corp. 1.07% to 0.95%; The Interpublic Group of Companies, Inc. 1.06% to 0.95%; Popular, Inc. 1.08% to 0.97%; Agco Corporation 1.08% to 0.98%. New: Marten Transport Ltd. (0.97%), Inter Parfums Inc (0.96%). Gone: Eagle Bulk Shipping Inc. (0.95%), First Founation Inc. (0.93%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 24 Aug 2023 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 37 added (36.84% of the fund), 37 dropped (36.93%). Turnover proxy 38.2%. Largest increases: Century Communities Inc 0.93% to 1.03%; Owens Corning 0.93% to 1.02%; Steel Dynamics, Inc. 0.96% to 1.04%; Texas Pacific Land Corporation 0.93% to 1%; Universal Display Corp. 0.97% to 1.04%; Westlake Corporation 0.99% to 1.05%. Largest decreases: Dick's Sporting Goods, Inc. 1.07% to 0.93%; Eagle Bancorp Inc 1.03% to 0.89%; Zions Bancorporation Natl Assn Global Bank 1.06% to 0.95%; Bank OZK Little Rock Arkansas 1.01% to 0.92%; Comerica Incorporated 1.04% to 0.95%; Pacific Premier Bancorp Inc 1% to 0.92%. New: Ally Financial Inc. (1.09%), Civitas Resources Inc (1.06%), Cal-Maine Foods Inc. (1.06%), SM Energy Co. (1.06%), Juniper Networks, Inc. (1.05%), Matador Resources Company (1.05%). Gone: Hilltop Holdings Inc (1.05%), Genco Shipping & Trading Ltd. (1.04%), CNA Financial Corporation (1.03%), The Western Union Company (1.03%), M&T Bank Corporation (1.03%), Voya Financial Inc (1.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 May 2023 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 1 added (0.95% of the fund), 1 dropped (0.95%). Turnover proxy 3.1%. Largest increases: Worthington Industries, Inc. 0.79% to 0.96%; Avient Corporation 0.88% to 1%; Zions Bancorporation Natl Assn Global Bank 0.94% to 1.06%; Levi Strauss & Co. 0.88% to 0.97%; Williams-Sonoma Incorporation 0.94% to 1.02%; Magnolia Oil & Gas Corporation 0.93% to 1.02%. Largest decreases: Texas Pacific Land Corporation 1.07% to 0.93%; Landstar System Inc. 1.09% to 0.96%; Boise Cascade Co 1.07% to 0.96%; Mueller Industries Inc. 1.06% to 0.96%; Owens Corning 1.03% to 0.93%; Texas Roadhouse Inc 1.03% to 0.94%. New: Winnebago Industries Inc. (0.95%). Gone: American Eagle Outfitters Inc. (0.95%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 22 Feb 2023 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/93 positions became 100: 7 added (6.94% of the fund), 0 dropped (0%). Turnover proxy 7.3%. Largest increases: Chord Energy Corp. 0.95% to 1.06%; Boise Cascade Co 0.97% to 1.07%; Commercial Metals Company 0.96% to 1.01%; Steel Dynamics, Inc. 0.97% to 1.01%; Robert Half International Inc. 1.03% to 1.07%; Haverty Furniture Cos Inc 0.97% to 0.99%. Largest decreases: Worthington Industries, Inc. 1.15% to 0.79%; M.D.C. Holdings Inc. 1.21% to 1%; Century Communities Inc 1.18% to 1%; MGIC Investment Corp. 1.13% to 0.96%; Tetra Tech Inc 1.2% to 1.03%; Levi Strauss & Co. 1.04% to 0.88%. New: Synovus Financial Corp. (1.03%), American Financial Group, Inc. (1.02%), Packaging Corporation of America (1.02%), Whirlpool Corporation (0.99%), SLM Corporation (0.98%), Comerica Incorporated (0.97%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 29 Nov 2022 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 93: 2 added (2.21% of the fund), 9 dropped (9.07%). Turnover proxy 9.9%. Largest increases: Century Communities Inc 0.87% to 1.18%; M.D.C. Holdings Inc. 0.9% to 1.21%; Worthington Industries, Inc. 0.88% to 1.15%; Pulte Group Inc 0.9% to 1.16%; Toll Brothers, Inc. 0.91% to 1.14%; UFP Industries Inc 0.91% to 1.11%. Largest decreases: Genco Shipping & Trading Ltd. 1.18% to 1%; Agco Corporation 1.15% to 0.97%; Magnolia Oil & Gas Corporation 1.06% to 0.93%; Commercial Metals Company 1.07% to 0.96%; Chord Energy Corp. 1.02% to 0.95%; Steel Dynamics, Inc. 1.03% to 0.97%. New: Installed Building Products Inc (1.11%), Crane Holdings Co. (1.1%). Gone: American Financial Group, Inc. (1.08%), First Horizon Corporation (1.06%), Packaging Corporation of America (1.04%), Crane Co. (1.03%), SLM Corporation (1.02%), Synovus Financial Corp. (1.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Aug 2022 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 51 added (51.53% of the fund), 51 dropped (50.85%). Turnover proxy 52.5%. Largest increases: Agco Corporation 0.99% to 1.15%; Seaboard Corp Del 0.97% to 1.1%; The Western Union Company 0.99% to 1.08%; American Financial Group, Inc. 0.99% to 1.08%; Raymond James Financial Inc. 0.99% to 1.08%; First Horizon Corporation 0.99% to 1.06%. Largest decreases: Boise Cascade Co 1.06% to 0.89%; UFP Industries Inc 1.07% to 0.91%; Dick's Sporting Goods, Inc. 1.06% to 0.91%; Pulte Group Inc 1.04% to 0.9%; Worthington Industries, Inc. 1.02% to 0.88%; Louisiana Pacific Corporation 1.01% to 0.89%. New: Genco Shipping & Trading Limited (1.18%), Marcus & Millichap Inc (1.12%), Unum Group (1.11%), Everest Re Group Ltd. (1.09%), Principal Financial Group (1.09%), Commercial Metals Company (1.07%). Gone: Methode Elec Inc (1.06%), Vishay Intertechnology, Inc. (1.04%), Insperity Inc (1.03%), Brunswick Corporation (1.03%), Signature Bank (1.02%), KB Home (1.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 May 2022 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 1 added (0.99% of the fund), 1 dropped (1.03%). Turnover proxy 3.4%. Largest increases: Dick's Sporting Goods, Inc. 0.91% to 1.06%; Amkor Technology, Inc. 0.93% to 1.08%; Universal Display 0.88% to 1.03%; Toll Brothers, Inc. 0.89% to 1.01%; KB Home 0.93% to 1.02%; BIG Lots Inc 0.92% to 1.02%. Largest decreases: Prosperity Bancshares Inc 1.09% to 0.98%; Zions Bancorporation Natl Assn Global Bank 1.1% to 0.99%; Regions Financial Corporation 1.09% to 0.98%; Western Alliance Bancorporation 1.12% to 1.02%; M&T Bank Corporation 1.1% to 1%; Synovus Financial Corp. 1.1% to 1.01%. New: Chemed Corporation (0.99%). Gone: E.W. Scripps Company (1.03%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Feb 2022 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.6%. Largest increases: M&T Bank Corporation 0.98% to 1.1%; Western Alliance Bancorporation 1% to 1.12%; Synovus Financial Corp. 0.99% to 1.1%; Insperity Inc 0.95% to 1.06%; Wintrust Financial Corporation 0.98% to 1.09%; Prosperity Bancshares Inc 0.99% to 1.09%. Largest decreases: Medifast Inc 1.03% to 0.89%; Dick's Sporting Goods, Inc. 1.05% to 0.91%; Universal Display 1.03% to 0.88%; Cognex Corp 1.04% to 0.91%; Smith(Ao)Corp 1.05% to 0.95%; Toll Brothers, Inc. 0.99% to 0.89%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 Nov 2021 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 1 added (1.01% of the fund), 1 dropped (1.08%). Turnover proxy 3.4%. Largest increases: Jefferies Financial Group Inc 0.89% to 1.12%; E.W. Scripps Company 0.84% to 1.02%; Medifast Inc 0.87% to 1.03%; Sturm Ruger & Co 0.93% to 1.08%; Evercore Inc 0.96% to 1.06%; East West Bancorp Inc 0.95% to 1.04%. Largest decreases: Strategic Education Inc 1.06% to 0.93%; KB Home 1.04% to 0.92%; M.D.C. Holdings Inc. 1.04% to 0.93%; Caseys Gen Stores 1.05% to 0.95%; MGIC Investment Corp. 1.06% to 0.97%; Pulte Group Inc 1.07% to 0.98%. New: Global Industrial Company (1.01%). Gone: Systemax Inc (1.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Aug 2021 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 54 added (54.13% of the fund), 54 dropped (54.58%). Turnover proxy 55.7%. Largest increases: Ttec Holdings Inc 0.92% to 1.08%; UFP Industries Inc 0.94% to 1.08%; Pulte Group Inc 0.95% to 1.07%; KB Home 0.93% to 1.04%; M.D.C. Holdings Inc. 0.93% to 1.04%; Toll Brothers, Inc. 0.93% to 1.04%. Largest decreases: Jefferies Financial Group Inc 1.04% to 0.89%; Johnson Outdoors 1.1% to 0.99%; Medifast Inc 0.97% to 0.87%; East West Bancorp Inc 1.04% to 0.95%; Cathay General Bancorp 1.03% to 0.94%; Zions Bancorporation Natl Assn Global Bank 1.05% to 0.97%. New: Systemax Inc (1.08%), Employers Holdings (1.07%), MGIC Investment Corp. (1.06%), Idex Corporation (1.06%), SLM Corporation (1.06%), Arcosa Inc (1.05%). Gone: Warrior Met Coal Inc (1.1%), Spirit Aerosystems Holdings Inc (1.07%), Comerica Incorporated (1.07%), Lancaster Colony (1.07%), CADENCE BANCORPORATION (1.06%), Allegiant Travel Company (1.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 21 May 2021 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 1 added (1.04% of the fund), 1 dropped (1.19%). Turnover proxy 3.9%. Largest increases: Warrior Met Coal Inc 0.85% to 1.1%; Arch Resources Inc 0.83% to 1.03%; Spirit Aerosystems Holdings Inc 0.93% to 1.07%; Allegiant Travel Company 0.92% to 1.06%; World Fuel Service 0.86% to 0.99%; Unum Group 0.95% to 1.05%. Largest decreases: Universal Display 1.14% to 0.93%; Toll Brothers, Inc. 1.12% to 0.93%; Levi Strauss & Co. 1.1% to 0.93%; Entegris Inc 1.15% to 0.99%; Whirlpool Corporation 1.09% to 0.95%; UFP Industries Inc 1.07% to 0.94%. New: Bally's Corporation (1.04%). Gone: Twin River Worldwide Holdings Inc (1.19%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Feb 2021 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 100: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.7%. Largest increases: Twin River Worldwide Holdings Inc 0.96% to 1.19%; Entegris Inc 0.98% to 1.15%; Universal Display 0.98% to 1.14%; CSG Systems International Inc. 0.94% to 1.05%; CIT Group, Inc. 0.91% to 1.01%; Methode Elec Inc 0.99% to 1.09%. Largest decreases: Medifast Inc 1.17% to 0.98%; Warrior Met Coal Inc 1.02% to 0.85%; Howmet Aerospace Inc 1.13% to 0.97%; Heidrick & Struggl 1.08% to 0.93%; World Fuel Service 0.97% to 0.86%; Madden(Steven)Ltd 1.1% to 1%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 19 Nov 2020 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/99 positions became 100: 52 added (52.4% of the fund), 51 dropped (52.66%). Turnover proxy 56.7%. Largest increases: LIBERTY OILFIELD SERVICES INC 0.39% to 0.83%; Hawaiian Holdings Inc. 0.54% to 0.89%; Toll Brothers, Inc. 0.75% to 1.02%; Madden(Steven)Ltd 0.83% to 1.1%; Medifast Inc 0.93% to 1.17%; Synovus Financial Corp. 0.71% to 0.93%. Largest decreases: Henry Jack & Assoc 1.65% to 1.01%; Graco Inc 1.46% to 0.99%; Entegris Inc 1.36% to 0.98%; Landstar Systems 1.34% to 1.01%; Stepan Co 1.38% to 1.05%; CSG Systems International Inc. 1.26% to 0.94%. New: Howmet Aerospace Inc (1.13%), Johnson Outdoors (1.1%), Ennis Inc (1.1%), Boise Cascade Co (1.09%), Heidrick & Struggl (1.08%), Resources Connecti (1.06%). Gone: NIC Inc (1.62%), Werner Enterprises (1.55%), Factset Research (1.53%), Employers Holdings (1.46%), Schneider National Inc (1.37%), Jacobs Eng Group (1.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 24 Aug 2020 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/100 positions became 99: 0 added (0% of the fund), 1 dropped (1.01%). Turnover proxy 10.4%. Largest increases: Henry Jack & Assoc 1% to 1.65%; NIC Inc 1.02% to 1.62%; Werner Enterprises 1.01% to 1.55%; Factset Research 1.01% to 1.53%; Employers Holdings 0.96% to 1.46%; Graco Inc 1.01% to 1.46%. Largest decreases: LIBERTY OILFIELD SERVICES INC 1.02% to 0.39%; Children's Place Inc 1.01% to 0.48%; Cimarex Energy Corporation 1.03% to 0.51%; Hawaiian Holdings Inc. 0.97% to 0.54%; Chicos Fas Inc 0.92% to 0.48%; Arch Coal, Inc. 1% to 0.64%. Gone: AVX Corp (1.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 May 2020 12:00:00 GMThttps://themulden.com/funds/sdvy/https://themulden.com/funds/sdvy/101 positions became 100: 0 added (0% of the fund), 1 dropped (0.07%). Turnover proxy 1.3%. Largest increases: Factset Research 0.86% to 1.01%; Morningstar Inc 0.92% to 1.01%; Cimarex Energy Corporation 0.95% to 1.03%; Jefferies Financial Group Inc 0.94% to 1.01%; The Chemours Company LLC 0.93% to 0.99%; Medifast Inc 0.99% to 1.04%. Largest decreases: Chicos Fas Inc 1.11% to 0.92%; Employers Holdings 1.02% to 0.96%; The Western Union Company 1.04% to 0.98%; Office Depot, Inc. 1.12% to 1.07%; Toll Brothers, Inc. 1.05% to 1.01%; Herman Miller, Inc. 1.02% to 0.98%. Gone: Spectrum Brands Holdings Inc (0.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Feb 2020 12:00:00 GMT