Each N-PORT filing of XME 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/xme/https://themulden.com/funds/xme/38 positions became 40: 2 added (1.17% of the fund), 0 dropped (0%). Turnover proxy 10.5%. Largest increases: Materion Corp 1.72% to 4.22%; USA Rare Earth Inc 2.82% to 4.47%; Kaiser Aluminum Corp 1.79% to 2.94%; MP Materials Corp 3.54% to 4.41%; Centrus Energy Corp 3.96% to 4.6%; Coeur Mining Inc 3.83% to 4.46%. Largest decreases: Warrior Met Coal Inc 5.02% to 3.59%; Core Natural Resources Inc 4.99% to 3.69%; Alcoa Corp 4.57% to 3.35%; Peabody Energy Corp 4.36% to 3.37%; Cleveland-Cliffs Inc 4.16% to 3.18%; Steel Dynamics Inc 4.46% to 3.6%. New: Contango Silver & Gold Inc (0.65%), REalloys Inc (0.52%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Aug 2026 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/36 positions became 38: 2 added (3.94% of the fund), 0 dropped (0%). Turnover proxy 8.6%. Largest increases: USA Rare Earth Inc 1.16% to 2.82%; Kaiser Aluminum Corp 0.99% to 1.79%; Century Aluminum Co 2.65% to 3.35%; McEwen Inc 1.08% to 1.4%; United States Antimony Corp 0.79% to 1.07%; Ryerson Holding Corp 0.53% to 0.74%. Largest decreases: Coeur Mining Inc 5.17% to 3.83%; Hecla Mining Co 5.17% to 4.02%; Alcoa Corp 5.51% to 4.57%; Royal Gold Inc 4.91% to 4.21%; Freeport-McMoRan Inc 5.06% to 4.36%; Cleveland-Cliffs Inc 4.84% to 4.16%. New: Hycroft Mining Holding Corp (3.42%), Dakota Gold Corp (0.52%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 May 2026 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/33 positions became 36: 3 added (1.78% of the fund), 0 dropped (0%). Turnover proxy 7.9%. Largest increases: Freeport-McMoRan Inc 3.76% to 5.06%; Alcoa Corp 4.57% to 5.51%; Reliance Inc 4.13% to 4.63%; Nucor Corp 4.1% to 4.59%; Hecla Mining Co 4.74% to 5.17%; Warrior Met Coal Inc 4.66% to 5.08%. Largest decreases: Centrus Energy Corp 6.08% to 4.25%; Ramaco Resources Inc 1.97% to 0.9%; Materion Corp 2.36% to 1.55%; MP Materials Corp 4.62% to 4.03%; USA Rare Earth Inc 1.63% to 1.16%; Alpha Metallurgical Resources Inc 2.84% to 2.47%. New: Idaho Strategic Resources Inc (0.74%), American Battery Technology Co (0.52%), Lightbridge Corp (0.52%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Feb 2026 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/31 positions became 33: 4 added (5.35% of the fund), 2 dropped (6.77%). Turnover proxy 14.8%. Largest increases: Centrus Energy Corp 3.84% to 6.08%; Peabody Energy Corp 2.7% to 4.55%; Century Aluminum Co 1.33% to 2.34%; Ivanhoe Electric Inc / US 0.83% to 1.67%; Coeur Mining Inc 4.64% to 5.4%; Materion Corp 1.65% to 2.36%. Largest decreases: MP Materials Corp 5.95% to 4.62%; Freeport-McMoRan Inc 5.06% to 3.76%; Nucor Corp 5.3% to 4.1%; Reliance Inc 4.89% to 4.13%; Newmont Corp 5.24% to 4.62%; Commercial Metals Co 4.82% to 4.22%. New: Ramaco Resources Inc (1.97%), USA Rare Earth Inc (1.63%), United States Antimony Corp (0.92%), Ur-Energy Inc (0.83%). Gone: Carpenter Technology Corp (5.4%), Radius Recycling Inc (1.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Nov 2025 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/34 positions became 31: 0 added (0% of the fund), 3 dropped (10.4%). Turnover proxy 11.7%. Largest increases: Centrus Energy Corp 1.73% to 3.84%; MP Materials Corp 4.47% to 5.95%; Uranium Energy Corp 3.39% to 4.79%; Cleveland-Cliffs Inc 3.95% to 4.94%; Nucor Corp 4.33% to 5.3%; Kaiser Aluminum Corp 0.82% to 1.6%. Largest decreases: Core Natural Resources Inc 5.1% to 4.68%; Coeur Mining Inc 4.88% to 4.64%; Century Aluminum Co 1.47% to 1.33%; Royal Gold Inc 5.02% to 4.88%; Peabody Energy Corp 2.78% to 2.7%; Alpha Metallurgical Resources Inc 2.23% to 2.16%. Gone: United States Steel Corp (5.23%), ATI Inc (4.8%), Olympic Steel Inc (0.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Aug 2025 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/37 positions became 34: 1 added (5.1% of the fund), 4 dropped (9.79%). Turnover proxy 14.9%. Largest increases: Coeur Mining Inc 2.86% to 4.88%; MP Materials Corp 2.92% to 4.47%; Commercial Metals Co 3.76% to 4.88%; Royal Gold Inc 4.13% to 5.02%; Radius Recycling Inc 0.25% to 0.91%; Worthington Steel Inc 0.48% to 1.13%. Largest decreases: Alpha Metallurgical Resources Inc 3.37% to 2.23%; Peabody Energy Corp 3.91% to 2.78%; Alcoa Corp 5.14% to 4.32%; Uranium Energy Corp 3.87% to 3.39%; ATI Inc 5.17% to 4.8%; Carpenter Technology Corp 5.05% to 4.69%. New: Core Natural Resources Inc (5.1%). Gone: CONSOL Energy Inc (4.46%), Arch Resources Inc (4.07%), Gatos Silver Inc (0.85%), Ramaco Resources Inc (0.42%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 May 2025 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/37 positions became 37: 1 added (0.62% of the fund), 1 dropped (0.52%). Turnover proxy 6.4%. Largest increases: United States Steel Corp 4.27% to 5.24%; Centrus Energy Corp 1.02% to 1.66%; Arch Resources Inc 3.44% to 4.07%; CONSOL Energy Inc 3.84% to 4.46%; Uranium Energy Corp 3.38% to 3.87%; ATI Inc 4.72% to 5.17%. Largest decreases: Warrior Met Coal Inc 4.81% to 3.79%; Commercial Metals Co 4.62% to 3.76%; Peabody Energy Corp 4.59% to 3.91%; Alpha Metallurgical Resources Inc 3.79% to 3.37%; Cleveland-Cliffs Inc 4.68% to 4.3%; Freeport-McMoRan Inc 5.1% to 4.77%. New: Compass Minerals International Inc (0.62%). Gone: Haynes International Inc (0.52%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2025 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/37 positions became 37: 2 added (0.71% of the fund), 2 dropped (0.58%). Turnover proxy 5.1%. Largest increases: Peabody Energy Corp 3.22% to 4.59%; Warrior Met Coal Inc 4.01% to 4.81%; Freeport-McMoRan Inc 4.66% to 5.1%; Alcoa Corp 4.84% to 5.17%; Hecla Mining Co 3.99% to 4.26%; CONSOL Energy Inc 3.63% to 3.84%. Largest decreases: Royal Gold Inc 4.74% to 3.94%; Alpha Metallurgical Resources Inc 4.39% to 3.79%; United States Steel Corp 4.78% to 4.27%; Haynes International Inc 0.95% to 0.52%; Arch Resources Inc 3.87% to 3.44%; Newmont Corp 4.73% to 4.34%. New: Ivanhoe Electric Inc / US (0.66%), State Street Global Advisors (0.05%). Gone: Compass Minerals International Inc (0.5%), State Street Global Advisors (0.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Nov 2024 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/33 positions became 37: 4 added (5.76% of the fund), 0 dropped (0%). Turnover proxy 9.7%. Largest increases: United States Steel Corp 3.75% to 4.78%; Carpenter Technology Corp 4.29% to 4.97%; Alpha Metallurgical Resources Inc 3.84% to 4.39%; Haynes International Inc 0.43% to 0.95%; ATI Inc 4.41% to 4.79%; Reliance Inc 4.56% to 4.75%. Largest decreases: MP Materials Corp 4.09% to 2.56%; Ramaco Resources Inc 2% to 0.65%; Century Aluminum Co 2.59% to 1.32%; Uranium Energy Corp 4.62% to 3.63%; Compass Minerals International Inc 1.24% to 0.5%; Peabody Energy Corp 3.89% to 3.22%. New: Warrior Met Coal Inc (4.01%), Centrus Energy Corp (0.85%), McEwen Mining Inc (0.55%), Gatos Silver Inc (0.35%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Aug 2024 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/34 positions became 33: 0 added (0% of the fund), 1 dropped (2%). Turnover proxy 7.7%. Largest increases: Ramaco Resources Inc 0.71% to 2%; Uranium Energy Corp 3.72% to 4.62%; Steel Dynamics Inc 4.09% to 4.92%; Freeport-McMoRan Inc 4.37% to 5.15%; Royal Gold Inc 4.01% to 4.71%; Century Aluminum Co 2.01% to 2.59%. Largest decreases: United States Steel Corp 5.31% to 3.75%; Ryerson Holding Corp 1.64% to 1.02%; Alpha Metallurgical Resources Inc 4.43% to 3.84%; MP Materials Corp 4.64% to 4.09%; Compass Minerals International Inc 1.64% to 1.24%; Alcoa Corp 5.32% to 4.94%. Gone: Piedmont Lithium Inc (2%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 May 2024 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/33 positions became 34: 2 added (1.58% of the fund), 1 dropped (1.84%). Turnover proxy 7.7%. Largest increases: Alcoa Corp 4.28% to 5.32%; MP Materials Corp 3.69% to 4.64%; United States Steel Corp 4.37% to 5.31%; ATI Inc 3.82% to 4.48%; Commercial Metals Co 3.82% to 4.28%; Freeport-McMoRan Inc 3.92% to 4.37%. Largest decreases: Arch Resources Inc 5.01% to 3.96%; Piedmont Lithium Inc 2.85% to 2%; Peabody Energy Corp 4.87% to 4.03%; CONSOL Energy Inc 4.67% to 3.87%; Ryerson Holding Corp 2.29% to 1.64%; Alpha Metallurgical Resources Inc 4.93% to 4.43%. New: Worthington Steel Inc (0.87%), Ramaco Resources Inc (0.71%). Gone: Worthington Industries Inc (1.84%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Feb 2024 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/34 positions became 33: 0 added (0% of the fund), 1 dropped (4.22%). Turnover proxy 9.3%. Largest increases: Uranium Energy Corp 2.03% to 3.47%; Carpenter Technology Corp 2.64% to 4.02%; Arch Resources Inc 4.18% to 5.01%; Ryerson Holding Corp 1.51% to 2.29%; Worthington Industries Inc 1.32% to 1.84%; Compass Minerals International Inc 1.42% to 1.83%. Largest decreases: Commercial Metals Co 4.68% to 3.82%; ATI Inc 4.64% to 3.82%; Nucor Corp 4.66% to 3.92%; MP Materials Corp 4.33% to 3.69%; Reliance Steel & Aluminum Co 4.56% to 4.01%; Freeport-McMoRan Inc 4.37% to 3.92%. Gone: Arconic Corp (4.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Nov 2023 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/35 positions became 34: 0 added (0% of the fund), 1 dropped (2.06%). Turnover proxy 9%. Largest increases: Arconic Corp 1.84% to 4.22%; Carpenter Technology Corp 1.51% to 2.64%; Ryerson Holding Corp 0.69% to 1.51%; Steel Dynamics Inc 4.04% to 4.54%; United States Steel Corp 4.13% to 4.63%; Alpha Metallurgical Resources Inc 4.03% to 4.53%. Largest decreases: Hecla Mining Co 5.27% to 3.99%; Piedmont Lithium Inc 3.45% to 2.47%; Royal Gold Inc 4.92% to 3.98%; Newmont Corp 5% to 4.25%; Uranium Energy Corp 2.74% to 2.03%; Coeur Mining Inc 2.76% to 2.23%. Gone: Enviva Inc (2.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Aug 2023 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/35 positions became 35: 1 added (0.48% of the fund), 1 dropped (0.23%). Turnover proxy 6.9%. Largest increases: Piedmont Lithium Inc 2.46% to 3.45%; Hecla Mining Co 4.34% to 5.27%; MP Materials Corp 3.56% to 4.13%; ATI Inc 3.79% to 4.34%; Carpenter Technology Corp 1.03% to 1.51%; Coeur Mining Inc 2.32% to 2.76%. Largest decreases: Uranium Energy Corp 5.12% to 2.74%; Enviva Inc 3.13% to 2.06%; Arch Resources Inc 4.52% to 3.73%; Cleveland-Cliffs Inc 4.71% to 4.07%; Alcoa Corp 4.57% to 4.08%; United States Steel Corp 4.46% to 4.13%. New: Olympic Steel Inc (0.48%). Gone: 5E Advanced Materials Inc (0.23%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 30 May 2023 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/35 positions became 35: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 11.3%. Largest increases: Alcoa Corp 2.82% to 4.57%; Uranium Energy Corp 3.47% to 5.12%; Cleveland-Cliffs Inc 3.17% to 4.71%; United States Steel Corp 3.17% to 4.46%; Commercial Metals Co 3.75% to 4.56%; Nucor Corp 3.29% to 4.05%. Largest decreases: Piedmont Lithium Inc 3.76% to 2.46%; Coeur Mining Inc 3.59% to 2.32%; Compass Minerals International Inc 2.76% to 1.65%; Arconic Corp 2.82% to 1.9%; Kaiser Aluminum Corp 1.92% to 1.1%; TimkenSteel Corp 1.74% to 0.92%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Feb 2023 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/34 positions became 35: 1 added (0.3% of the fund), 0 dropped (0%). Turnover proxy 10.5%. Largest increases: Piedmont Lithium Inc 2.3% to 3.76%; Coeur Mining Inc 2.31% to 3.59%; Enviva Inc 2.49% to 3.74%; Compass Minerals International Inc 1.69% to 2.76%; Materion Corp 0.78% to 1.73%; CONSOL Energy Inc 3.36% to 4.26%. Largest decreases: Alcoa Corp 4.25% to 2.82%; Arconic Corp 3.98% to 2.82%; Nucor Corp 4.29% to 3.29%; Century Aluminum Co 3.23% to 2.24%; United States Steel Corp 3.99% to 3.17%; Steel Dynamics Inc 4.41% to 3.62%. New: 5E Advanced Materials Inc (0.3%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Nov 2022 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/33 positions became 34: 1 added (2.49% of the fund), 0 dropped (0%). Turnover proxy 8.9%. Largest increases: CONSOL Energy Inc 1.39% to 3.36%; Alpha Metallurgical Resources Inc 2.61% to 3.99%; Arconic Corp 3.28% to 3.98%; Reliance Steel & Aluminum Co 4.13% to 4.49%; Arch Resources Inc 3.81% to 4.15%; Ryerson Holding Corp 0.6% to 0.92%. Largest decreases: Cleveland-Cliffs Inc 5.28% to 3.87%; MP Materials Corp 5.56% to 4.26%; Freeport-McMoRan Inc 4.49% to 3.59%; Compass Minerals International Inc 2.52% to 1.69%; United States Steel Corp 4.8% to 3.99%; Coeur Mining Inc 2.93% to 2.31%. New: Enviva Inc (2.49%). 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/xme/https://themulden.com/funds/xme/33 positions became 33: 2 added (2.87% of the fund), 2 dropped (1.54%). Turnover proxy 8%. Largest increases: MP Materials Corp 4.08% to 5.56%; Carpenter Technology Corp 1.14% to 1.89%; Cleveland-Cliffs Inc 4.56% to 5.28%; Allegheny Technologies Inc 3.76% to 4.29%; Steel Dynamics Inc 4.39% to 4.9%; Nucor Corp 4.28% to 4.66%. Largest decreases: Century Aluminum Co 3.86% to 2.96%; Arch Resources Inc 4.57% to 3.81%; CONSOL Energy Inc 2.15% to 1.39%; Uranium Energy Corp 4.09% to 3.46%; Worthington Industries Inc 2.01% to 1.42%; Coeur Mining Inc 3.49% to 2.93%. New: Piedmont Lithium Inc (2.27%), Ryerson Holding Corp (0.6%). Gone: Gatos Silver Inc (1.14%), McEwen Mining Inc (0.4%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 May 2022 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/31 positions became 33: 2 added (1.35% of the fund), 0 dropped (0%). Turnover proxy 9.4%. Largest increases: Uranium Energy Corp 1.93% to 4.09%; Alpha Metallurgical Resources Inc 1.08% to 2.82%; Peabody Energy Corp 3.76% to 4.57%; CONSOL Energy Inc 1.4% to 2.15%; Cleveland-Cliffs Inc 4.09% to 4.56%; Alcoa Corp 4.77% to 5.18%. Largest decreases: Carpenter Technology Corp 2.41% to 1.14%; Arconic Corp 4.3% to 3.19%; Schnitzer Steel Industries Inc 2.77% to 1.71%; Compass Minerals International Inc 3.39% to 2.34%; Coeur Mining Inc 4.3% to 3.49%; Allegheny Technologies Inc 4.49% to 3.76%. New: Gatos Silver Inc (1.14%), Haynes International Inc (0.21%). 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/xme/https://themulden.com/funds/xme/31 positions became 31: 1 added (1.08% of the fund), 1 dropped (2.26%). Turnover proxy 7.9%. Largest increases: Peabody Energy Corp 2.24% to 3.76%; Arch Resources Inc 2.76% to 4.22%; Compass Minerals International Inc 2.18% to 3.39%; CONSOL Energy Inc 0.67% to 1.4%; Reliance Steel & Aluminum Co 4.28% to 4.62%; Schnitzer Steel Industries Inc 2.44% to 2.77%. Largest decreases: Century Aluminum Co 4.71% to 3.6%; MP Materials Corp 5.66% to 4.56%; Worthington Industries Inc 3.01% to 2.42%; Materion Corp 1.69% to 1.15%; Uranium Energy Corp 2.44% to 1.93%; Royal Gold Inc 4.57% to 4.24%. New: Alpha Metallurgical Resources Inc (1.08%). Gone: Warrior Met Coal Inc (2.26%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Nov 2021 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/26 positions became 31: 5 added (11.39% of the fund), 0 dropped (0%). Turnover proxy 13.4%. Largest increases: Century Aluminum Co 3.63% to 4.71%; Freeport-McMoRan Inc 4.09% to 4.47%; Arconic Corp 3.94% to 4.31%; Materion Corp 1.6% to 1.69%; Alcoa Corp 4.79% to 4.85%; Royal Gold Inc 4.56% to 4.57%. Largest decreases: Compass Minerals International Inc 4.11% to 2.18%; Warrior Met Coal Inc 3.84% to 2.26%; Carpenter Technology Corp 3.88% to 2.5%; Worthington Industries Inc 4.28% to 3.01%; Arch Resources Inc 3.88% to 2.76%; Cleveland-Cliffs Inc 5.32% to 4.34%. New: MP Materials Corp (5.66%), Peabody Energy Corp (2.24%), TimkenSteel Corp (2%), McEwen Mining Inc (0.82%), CONSOL Energy Inc (0.67%). 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/xme/https://themulden.com/funds/xme/24 positions became 26: 2 added (4.09% of the fund), 0 dropped (0%). Turnover proxy 9.4%. Largest increases: Nucor Corp 4.11% to 5.34%; United States Steel Corp 4% to 5.03%; Steel Dynamics Inc 4.12% to 4.79%; Cleveland-Cliffs Inc 4.68% to 5.32%; Alcoa Corp 4.41% to 4.79%; Commercial Metals Co 4.51% to 4.86%. Largest decreases: Materion Corp 3.2% to 1.6%; Kaiser Aluminum Corp 4.57% to 3.05%; Hecla Mining Co 5.57% to 4.06%; Warrior Met Coal Inc 4.79% to 3.84%; Coeur Mining Inc 5.3% to 4.41%; Carpenter Technology Corp 4.51% to 3.88%. New: Uranium Energy Corp (2.6%), SunCoke Energy Inc (1.48%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 May 2021 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/24 positions became 24: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.9%. Largest increases: Hecla Mining Co 4.33% to 5.57%; Coeur Mining Inc 4.47% to 5.3%; Century Aluminum Co 3.41% to 4.02%; Alcoa Corp 3.86% to 4.41%; Schnitzer Steel Industries Inc 2.26% to 2.79%; Kaiser Aluminum Corp 4.1% to 4.57%. Largest decreases: United States Steel Corp 4.73% to 4%; Arch Resources Inc 4.84% to 4.2%; Compass Minerals International Inc 4.97% to 4.38%; Worthington Industries Inc 4.91% to 4.37%; Materion Corp 3.69% to 3.2%; Nucor Corp 4.54% to 4.11%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Feb 2021 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/23 positions became 24: 1 added (3.41% of the fund), 0 dropped (0%). Turnover proxy 8%. Largest increases: United States Steel Corp 3.54% to 4.73%; Cleveland-Cliffs Inc 3.95% to 4.9%; Arch Resources Inc 3.89% to 4.84%; Arconic Corp 3.82% to 4.64%; Compass Minerals International Inc 4.37% to 4.97%; Steel Dynamics Inc 4.47% to 4.53%. Largest decreases: Schnitzer Steel Industries Inc 4.72% to 2.26%; Materion Corp 5.05% to 3.69%; Newmont Corp 5.04% to 4.45%; Alcoa Corp 4.41% to 3.86%; Freeport-McMoRan Inc 4.99% to 4.46%; Hecla Mining Co 4.77% to 4.33%. New: Century Aluminum Co (3.41%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Nov 2020 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/27 positions became 23: 2 added (7.72% of the fund), 6 dropped (11.88%). Turnover proxy 23.5%. Largest increases: Schnitzer Steel Industries Inc 1.66% to 4.72%; Materion Corp 2.22% to 5.05%; Worthington Industries Inc 2.69% to 5.09%; Alcoa Corp 2.51% to 4.41%; Carpenter Technology Corp 2.74% to 4.54%; Allegheny Technologies Inc 3.21% to 4.73%. Largest decreases: Newmont Corp 9.24% to 5.04%; Royal Gold Inc 6.38% to 4.67%; Reliance Steel & Aluminum Co 6.16% to 4.61%; Steel Dynamics Inc 5.48% to 4.47%; Commercial Metals Co 6.01% to 5.05%; Nucor Corp 5.37% to 4.55%. New: Arch Resources Inc (3.89%), Arconic Corp (3.82%). Gone: Arch Coal Inc (3.29%), Peabody Energy Corp (2.42%), SunCoke Energy Inc (2.41%), McEwen Mining Inc (2.08%), CONSOL Energy Inc (0.84%), Haynes International Inc (0.84%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Aug 2020 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/28 positions became 27: 0 added (0% of the fund), 1 dropped (4.29%). Turnover proxy 14.2%. Largest increases: Newmont Corp 4.71% to 9.24%; Reliance Steel & Aluminum Co 4.48% to 6.16%; Royal Gold Inc 4.72% to 6.38%; Commercial Metals Co 4.5% to 6.01%; Steel Dynamics Inc 4.39% to 5.48%; Nucor Corp 4.46% to 5.37%. Largest decreases: Alcoa Corp 4.65% to 2.51%; Peabody Energy Corp 4.04% to 2.42%; Coeur Mining Inc 4.98% to 3.72%; Arch Coal Inc 4.34% to 3.29%; Carpenter Technology Corp 3.72% to 2.74%; Allegheny Technologies Inc 4.15% to 3.21%. Gone: AK Steel Holding Corp (4.29%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Jun 2020 12:00:00 GMThttps://themulden.com/funds/xme/https://themulden.com/funds/xme/28 positions became 28: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.8%. Largest increases: Hecla Mining Co 4.43% to 4.98%; Warrior Met Coal Inc 4.2% to 4.69%; Kaiser Aluminum Corp 2.97% to 3.36%; Alcoa Corp 4.27% to 4.65%; AK Steel Holding Corp 3.95% to 4.29%; McEwen Mining Inc 1.87% to 2.13%. Largest decreases: United States Steel Corp 4.29% to 3.73%; Compass Minerals International Inc 4.83% to 4.31%; Materion Corp 2.42% to 2%; Allegheny Technologies Inc 4.5% to 4.15%; Worthington Industries Inc 2.6% to 2.29%; Royal Gold Inc 4.95% to 4.72%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2020 12:00:00 GMT