<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>XMMO filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of XMMO 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>XMMO: filing for 2026-04-30 -- 46 added, 48 dropped, turnover 64.2%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>79 positions became 77: 46 added (63.23% of the fund), 48 dropped (53.25%). Turnover proxy 64.2%. Largest increases: FirstCash Holdings, Inc. 0.6% to 0.98%; MasTec, Inc. 2.09% to 2.27%; W.P. Carey Inc. 1.45% to 1.6%; APi Group Corp. 1.89% to 2.03%; Omega Healthcare Investors, Inc. 1.08% to 1.16%; Five Below, Inc. 1.36% to 1.38%. Largest decreases: Talen Energy Corp. 2.98% to 1.17%; RB Global, Inc. 2.77% to 1.51%; Penumbra, Inc. 1.7% to 0.8%; Somnigroup International Inc. 2.15% to 1.26%; National Fuel Gas Co. 1.42% to 0.6%; Woodward, Inc. 3.34% to 2.59%. New: TechnipFMC PLC (3.61%), Fabrinet (2.87%), ATI Inc. (2.64%), TTM Technologies, Inc. (2.62%), Royal Gold, Inc. (2.61%), nVent Electric PLC (2.33%). Gone: Ciena Corp. (4.55%), Lumentum Holdings Inc. (3.93%), US Foods Holding Corp. (3.45%), Twilio Inc. (3.44%), Casey&apos;s General Stores, Inc. (2.58%), Performance Food Group Co. (2.17%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2026 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2026-01-31 -- 0 added, 1 dropped, turnover 10.7%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>80 positions became 79: 0 added (0% of the fund), 1 dropped (5.36%). Turnover proxy 10.7%. Largest increases: Lumentum Holdings Inc. 1.98% to 3.93%; Ciena Corp. 3.36% to 4.55%; Woodward, Inc. 2.7% to 3.34%; Penumbra, Inc. 1.06% to 1.7%; US Foods Holding Corp. 2.93% to 3.45%; Curtiss-Wright Corp. 3.65% to 4.11%. Largest decreases: Guidewire Software, Inc. 2.38% to 1.47%; Duolingo, Inc. 1.6% to 0.81%; Hims &amp;amp; Hers Health, Inc. 1.45% to 0.88%; AECOM 1.86% to 1.37%; Doximity, Inc. 1.15% to 0.67%; Talen Energy Corp. 3.35% to 2.98%. Gone: Comfort Systems USA, Inc. (5.36%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 01 Apr 2026 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2025-10-31 -- 36 added, 34 dropped, turnover 51.9%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>78 positions became 80: 36 added (45.68% of the fund), 34 dropped (41.52%). Turnover proxy 51.9%. Largest increases: Comfort Systems USA, Inc. 2.87% to 5.36%; Curtiss-Wright Corp. 2.26% to 3.65%; Flex Ltd. 2.2% to 2.68%; RB Global, Inc. 1.92% to 2.37%; US Foods Holding Corp. 2.61% to 2.93%; Doximity, Inc. 0.86% to 1.15%. Largest decreases: Sprouts Farmers Market, Inc. 3.11% to 0.97%; Unum Group 2.01% to 1.09%; DT Midstream, Inc. 2.13% to 1.35%; BJ&apos;s Wholesale Club Holdings, Inc. 1.62% to 0.93%; Stifel Financial Corp. 1.61% to 1.1%; Carpenter Technology Corp. 2.55% to 2.09%. New: Twilio Inc. (3.76%), Ciena Corp. (3.36%), Talen Energy Corp. (3.35%), Woodward, Inc. (2.7%), BWX Technologies, Inc. (2.61%), Performance Food Group Co. (2.16%). Gone: Interactive Brokers Group, Inc. (5.86%), EMCOR Group, Inc. (4.23%), Equitable Holdings, Inc. (2.36%), Jefferies Financial Group Inc. (1.7%), Tenet Healthcare Corp. (1.69%), United Therapeutics Corp. (1.58%). 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>XMMO: filing for 2025-07-31 -- 0 added, 0 dropped, turnover 7.6%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>78 positions became 78: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.6%. Largest increases: Interactive Brokers Group, Inc. 4.34% to 5.86%; EMCOR Group, Inc. 3.05% to 4.23%; Comfort Systems USA, Inc. 1.83% to 2.87%; Flex Ltd. 1.72% to 2.2%; Curtiss-Wright Corp. 1.8% to 2.26%; MasTec, Inc. 1.41% to 1.85%. Largest decreases: Sprouts Farmers Market, Inc. 3.97% to 3.11%; Unum Group 2.46% to 2.01%; Globus Medical, Inc. 1.27% to 0.82%; BJ&apos;s Wholesale Club Holdings, Inc. 2.03% to 1.62%; Duolingo, Inc. 1.92% to 1.51%; BellRing Brands, Inc. 1.05% to 0.66%. 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>XMMO: filing for 2025-04-30 -- 38 added, 36 dropped, turnover 51.8%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>76 positions became 78: 38 added (47.06% of the fund), 36 dropped (42.53%). Turnover proxy 51.8%. Largest increases: Interactive Brokers Group, Inc. 2.54% to 4.34%; DT Midstream, Inc. 1.67% to 2.29%; Sprouts Farmers Market, Inc. 3.36% to 3.97%; Old Republic International Corp. 0.94% to 1.38%; Casey&apos;s General Stores, Inc. 1.92% to 2.23%; Encompass Health Corp. 1.35% to 1.55%. Largest decreases: Reinsurance Group of America, Inc. 2.99% to 1.27%; Evercore Inc. 2.2% to 1.07%; Curtiss-Wright Corp. 2.45% to 1.8%; Jefferies Financial Group Inc. 2.12% to 1.55%; Texas Roadhouse, Inc. 1.93% to 1.38%; Tenet Healthcare Corp. 2.24% to 1.7%. New: Guidewire Software, Inc. (2.79%), Unum Group (2.46%), US Foods Holding Corp. (2.33%), Carpenter Technology Corp. (2.27%), BJ&apos;s Wholesale Club Holdings, Inc. (2.03%), RB Global, Inc. (2.01%). Gone: Williams-Sonoma, Inc. (4.8%), Carlisle Cos. Inc. (2.18%), Pure Storage, Inc. (1.96%), Toll Brothers, Inc. (1.93%), Fidelity National Financial, Inc. (1.89%), Wingstop Inc. (1.85%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Jun 2025 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2025-01-31 -- 0 added, 2 dropped, turnover 8.2%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>78 positions became 76: 0 added (0% of the fund), 2 dropped (5.21%). Turnover proxy 8.2%. Largest increases: Williams-Sonoma, Inc. 3.08% to 4.8%; Interactive Brokers Group, Inc. 1.8% to 2.54%; Sprouts Farmers Market, Inc. 2.76% to 3.36%; Pure Storage, Inc. 1.46% to 1.96%; Kyndryl Holdings, Inc. 0.68% to 1.12%; Equitable Holdings, Inc. 2.14% to 2.54%. Largest decreases: CACI International Inc. 1.39% to 0.96%; Tenet Healthcare Corp. 2.49% to 2.24%; Carlisle Cos. Inc. 2.39% to 2.18%; Toll Brothers, Inc. 2.11% to 1.93%; Abercrombie &amp;amp; Fitch Co. 1.45% to 1.29%; nVent Electric PLC 1.1% to 0.95%. Gone: Lennox International Inc. (2.67%), Texas Pacific Land Corp. (2.54%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Mar 2025 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2024-10-31 -- 38 added, 36 dropped, turnover 49.4%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>76 positions became 78: 38 added (40.35% of the fund), 36 dropped (41.39%). Turnover proxy 49.4%. Largest increases: Sprouts Farmers Market, Inc. 1.59% to 2.76%; Evercore Inc. 1% to 2.02%; Curtiss-Wright Corp. 1.63% to 2.47%; Williams-Sonoma, Inc. 2.35% to 3.08%; H&amp;amp;R Block, Inc. 0.79% to 1.5%; Houlihan Lokey, Inc. 0.79% to 1.46%. Largest decreases: TopBuild Corp. 2.76% to 1.32%; XPO, Inc. 2.51% to 1.62%; Core &amp;amp; Main, Inc. 1.9% to 1.12%; Lennox International Inc. 3.41% to 2.67%; nVent Electric PLC 1.75% to 1.1%; Eagle Materials Inc. 1.59% to 1.03%. New: Reinsurance Group of America, Inc. (2.8%), Texas Pacific Land Corp. (2.54%), Equitable Holdings, Inc. (2.14%), Fidelity National Financial, Inc. (1.98%), Interactive Brokers Group, Inc. (1.8%), Jefferies Financial Group Inc. (1.79%). Gone: Manhattan Associates, Inc. (3.36%), Owens Corning (2.77%), e.l.f. Beauty, Inc. (2.05%), Watsco, Inc. (1.92%), Reliance, Inc. (1.91%), Onto Innovation Inc. (1.79%). 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>XMMO: filing for 2024-07-31 -- 0 added, 3 dropped, turnover 9.5%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>79 positions became 76: 0 added (0% of the fund), 3 dropped (8.05%). Turnover proxy 9.5%. Largest increases: Lennox International Inc. 2.73% to 3.41%; Manhattan Associates, Inc. 2.74% to 3.36%; Sprouts Farmers Market, Inc. 1.06% to 1.59%; Tenet Healthcare Corp. 1.45% to 1.92%; Toll Brothers, Inc. 2.21% to 2.62%; TopBuild Corp. 2.35% to 2.76%. Largest decreases: Celsius Holdings, Inc. 1.01% to 0.66%; Core &amp;amp; Main, Inc. 2.03% to 1.9%; BellRing Brands, Inc. 1.56% to 1.43%; Lincoln Electric Holdings, Inc. 1.62% to 1.5%; Qualys, Inc. 1.05% to 0.95%; Trex Co., Inc. 1.24% to 1.16%. Gone: Vistra Corp. (5.49%), GoDaddy Inc. (1.94%), Equitrans Midstream Corp. (0.61%). 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>XMMO: filing for 2024-04-30 -- 39 added, 33 dropped, turnover 53.8%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>73 positions became 79: 39 added (51.84% of the fund), 33 dropped (42.88%). Turnover proxy 53.8%. Largest increases: XPO, Inc. 1.98% to 2.37%; BellRing Brands, Inc. 1.17% to 1.56%; Sprouts Farmers Market, Inc. 0.69% to 1.06%; Lennox International Inc. 2.47% to 2.73%; Texas Roadhouse, Inc. 1.23% to 1.32%; Commvault Systems, Inc. 0.66% to 0.75%. Largest decreases: Reliance, Inc. 3.52% to 1.81%; Clean Harbors, Inc. 1.98% to 1.04%; Primerica, Inc. 2.11% to 1.18%; Lincoln Electric Holdings, Inc. 2.48% to 1.62%; Saia, Inc. 2.18% to 1.46%; Kinsale Capital Group, Inc. 1.36% to 0.88%. New: Vistra Corp. (5.49%), Manhattan Associates, Inc. (2.74%), TopBuild Corp. (2.35%), Williams-Sonoma, Inc. (2.2%), Wingstop Inc. (2.07%), Core &amp;amp; Main, Inc. (2.03%). Gone: Super Micro Computer, Inc. (7.13%), Deckers Outdoor Corp. (4.69%), Penumbra, Inc. (2.73%), RenaissanceRe Holdings Ltd. (1.8%), Five Below, Inc. (1.76%), Interactive Brokers Group, Inc. (1.64%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jun 2024 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2024-01-31 -- 1 added, 3 dropped, turnover 11.1%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>75 positions became 73: 1 added (0.07% of the fund), 3 dropped (9.48%). Turnover proxy 11.1%. Largest increases: Super Micro Computer, Inc. 3.55% to 7.13%; Deckers Outdoor Corp. 4.09% to 4.69%; Toll Brothers, Inc. 1.79% to 2.29%; Penumbra, Inc. 2.28% to 2.73%; Owens Corning 2.01% to 2.43%; Eagle Materials Inc. 1.05% to 1.4%. Largest decreases: ChampionX Corp. 1.19% to 0.97%; Unum Group 1.79% to 1.61%; Casey&apos;s General Stores, Inc. 1.53% to 1.39%; Five Below, Inc. 1.88% to 1.76%; Haemonetics Corp. 0.63% to 0.52%; Celsius Holdings, Inc. 1.07% to 0.96%. New: Invesco Government &amp;amp; Agency Portfolio (0.07%). Gone: Jabil Inc. (5.21%), Builders FirstSource, Inc. (3.98%), Worthington Industries, Inc. (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Mar 2024 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2023-10-31 -- 47 added, 49 dropped, turnover 62.8%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>77 positions became 75: 47 added (54.09% of the fund), 49 dropped (56.12%). Turnover proxy 62.8%. Largest increases: Jabil Inc. 2.26% to 5.21%; Deckers Outdoor Corp. 2.05% to 4.09%; EMCOR Group, Inc. 1.75% to 3.16%; RenaissanceRe Holdings Ltd. 1.29% to 1.91%; nVent Electric PLC 1.12% to 1.62%; Super Micro Computer, Inc. 3.08% to 3.55%. Largest decreases: Unum Group 2.72% to 1.79%; Commercial Metals Co. 1.73% to 0.83%; Reliance Steel &amp;amp; Aluminum Co. 4.29% to 3.45%; Haemonetics Corp. 1.36% to 0.63%; AECOM 2.11% to 1.41%; Lincoln Electric Holdings, Inc. 2.62% to 2.15%. New: Builders FirstSource, Inc. (3.98%), Lennox International Inc. (2.35%), Penumbra, Inc. (2.28%), Owens Corning (2.01%), Watsco, Inc. (1.96%), XPO, Inc. (1.93%). Gone: Hubbell Inc. (2.68%), Neurocrine Biosciences, Inc. (2.02%), Acadia Healthcare Co., Inc. (1.97%), United Therapeutics Corp. (1.87%), Reinsurance Group of America, Inc. (1.87%), Iridium Communications Inc. (1.81%). 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>XMMO: filing for 2023-07-31 -- 0 added, 1 dropped, turnover 7.2%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>78 positions became 77: 0 added (0% of the fund), 1 dropped (2.33%). Turnover proxy 7.2%. Largest increases: Super Micro Computer, Inc. 1.06% to 3.08%; Jabil Inc. 1.71% to 2.26%; Reliance Steel &amp;amp; Aluminum Co. 3.9% to 4.29%; Celsius Holdings, Inc. 0.93% to 1.31%; PBF Energy Inc. 1.29% to 1.63%; Lincoln Electric Holdings, Inc. 2.35% to 2.62%. Largest decreases: Iridium Communications Inc. 2.35% to 1.81%; ExlService Holdings, Inc. 1.27% to 0.94%; RenaissanceRe Holdings Ltd. 1.6% to 1.29%; Valmont Industries, Inc. 1.87% to 1.59%; Royal Gold, Inc. 1.41% to 1.19%; Performance Food Group Co. 1.94% to 1.72%. Gone: Axon Enterprise, Inc. (2.33%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Sep 2023 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2023-04-30 -- 41 added, 40 dropped, turnover 58.6%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>77 positions became 78: 41 added (54.04% of the fund), 40 dropped (48.34%). Turnover proxy 58.6%. Largest increases: Reliance Steel &amp;amp; Aluminum Co. 2.7% to 3.9%; Unum Group 1.41% to 2.54%; Valmont Industries, Inc. 1.18% to 1.87%; World Wrestling Entertainment, Inc. 1.06% to 1.51%; Commercial Metals Co. 1.14% to 1.52%; Acadia Healthcare Co., Inc. 1.69% to 1.94%. Largest decreases: Matador Resources Co. 2.21% to 0.98%; HF Sinclair Corp. 2.36% to 1.46%; KBR, Inc. 1.92% to 1.11%; Murphy USA Inc. 2.03% to 1.23%; American Financial Group, Inc. 2.16% to 1.45%; Murphy Oil Corp. 1.58% to 0.89%. New: Hubbell Inc. (2.49%), Lincoln Electric Holdings, Inc. (2.35%), Iridium Communications Inc. (2.35%), Axon Enterprise, Inc. (2.33%), Neurocrine Biosciences, Inc. (2.16%), Reinsurance Group of America, Inc. (2.04%). Gone: Carlisle Cos. Inc. (4.25%), Builders FirstSource, Inc. (3.15%), OGE Energy Corp. (2.31%), Range Resources Corp. (2.16%), BJ&apos;s Wholesale Club Holdings, Inc. (1.93%), National Fuel Gas Co. (1.82%). 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>XMMO: filing for 2023-01-31 -- 0 added, 1 dropped, turnover 6.4%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>78 positions became 77: 0 added (0% of the fund), 1 dropped (2.7%). Turnover proxy 6.4%. Largest increases: Builders FirstSource, Inc. 2.39% to 3.15%; Service Corp. International 1.93% to 2.41%; Alcoa Corp. 1.07% to 1.46%; Reliance Steel &amp;amp; Aluminum Co. 2.34% to 2.7%; United Therapeutics Corp. 2.05% to 2.38%; AECOM 1.7% to 2.01%. Largest decreases: Chart Industries, Inc. 1.29% to 0.79%; Cullen/Frost Bankers, Inc. 2.04% to 1.75%; Southwestern Energy Co. 1.51% to 1.23%; Murphy USA Inc. 2.3% to 2.03%; Aspen Technology, Inc. 1.59% to 1.34%; National Fuel Gas Co. 2.08% to 1.82%. Gone: Steel Dynamics, Inc. (2.7%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 31 Mar 2023 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2022-10-31 -- 47 added, 46 dropped, turnover 61.6%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>77 positions became 78: 47 added (55.59% of the fund), 46 dropped (54.17%). Turnover proxy 61.6%. Largest increases: H&amp;amp;R Block, Inc. 0.99% to 2.24%; Murphy USA Inc. 1.38% to 2.3%; OGE Energy Corp. 1.41% to 2.11%; Cullen/Frost Bankers, Inc. 1.5% to 2.04%; KBR, Inc. 1.39% to 1.83%; Flowers Foods, Inc. 0.9% to 1.33%. Largest decreases: Alcoa Corp. 2.85% to 1.07%; Life Storage, Inc. 3.14% to 1.38%; Rexford Industrial Realty, Inc. 2.63% to 1.29%; Knight-Swift Transportation Holdings Inc. 1.6% to 1.11%; Louisiana-Pacific Corp. 1.04% to 0.6%; American Financial Group, Inc. 2.57% to 2.15%. New: HF Sinclair Corp. (2.49%), Range Resources Corp. (2.4%), Reliance Steel &amp;amp; Aluminum Co. (2.34%), Matador Resources Co. (2.18%), United Therapeutics Corp. (2.05%), BJ&apos;s Wholesale Club Holdings, Inc. (2.02%). Gone: Targa Resources Corp. (4.82%), Jones Lang LaSalle, Inc. (2.2%), First Industrial Realty Trust, Inc. (1.96%), Olin Corp. (1.78%), EastGroup Properties, Inc. (1.7%), East West Bancorp, Inc. (1.56%). 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>XMMO: filing for 2022-07-31 -- 1 added, 2 dropped, turnover 5.6%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>78 positions became 77: 1 added (0.73% of the fund), 2 dropped (1.24%). Turnover proxy 5.6%. Largest increases: Carlisle Cos., Inc. 3.24% to 3.82%; H&amp;amp;R Block, Inc. 0.62% to 0.99%; Builders FirstSource, Inc. 2.32% to 2.65%; UGI Corp. 1.06% to 1.38%; Murphy USA, Inc. 1.1% to 1.38%; Knight-Swift Transportation Holdings, Inc. 1.35% to 1.6%. Largest decreases: Alcoa Corp. 3.68% to 2.85%; Avis Budget Group, Inc. 2.6% to 1.83%; Rexford Industrial Realty, Inc. 3.04% to 2.63%; Wyndham Hotels &amp;amp; Resorts, Inc. 1.38% to 1.12%; Jones Lang LaSalle, Inc. 2.44% to 2.2%; Concentrix Corp. 1.72% to 1.51%. New: Crane Holdings Co. (0.73%). Gone: Crane Co. (0.68%), PS Business Parks, Inc. (0.56%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Sep 2022 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2022-04-30 -- 44 added, 44 dropped, turnover 60.9%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>78 positions became 78: 44 added (51.76% of the fund), 44 dropped (54%). Turnover proxy 60.9%. Largest increases: Targa Resources Corp. 2.17% to 4.95%; Carlisle Cos., Inc. 1.93% to 3.24%; Avis Budget Group, Inc. 1.69% to 2.6%; Life Storage, Inc. 2.35% to 3.2%; Old Republic International Corp. 0.99% to 1.43%; National Storage Affiliates Trust 0.94% to 1.37%. Largest decreases: Middleby Corp. (The) 2.03% to 1.2%; Pinnacle Financial Partners, Inc. 1.36% to 0.79%; Tempur Sealy International, Inc. 1.29% to 0.74%; Olin Corp. 2.41% to 1.9%; Stifel Financial Corp. 1.46% to 0.98%; AutoNation, Inc. 1.08% to 0.64%. New: Alcoa Corp. (3.68%), Rexford Industrial Realty, Inc. (3.04%), Builders FirstSource, Inc. (2.32%), First Industrial Realty Trust, Inc. (2.12%), PDC Energy, Inc. (2%), EastGroup Properties, Inc. (1.81%). Gone: Camden Property Trust (2.93%), Capri Holdings Ltd. (2.88%), Cleveland-Cliffs, Inc. (2.57%), GameStop Corp. (2.23%), Crocs, Inc. (2.11%), Darling Ingredients, Inc. (2.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jun 2022 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2022-01-31 -- 0 added, 1 dropped, turnover 7.7%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>79 positions became 78: 0 added (0% of the fund), 1 dropped (2.3%). Turnover proxy 7.7%. Largest increases: Capri Holdings Ltd. 2.27% to 2.88%; Kohl&apos;s Corp. 1.1% to 1.52%; Targa Resources Corp. 1.79% to 2.17%; East West Bancorp, Inc. 1.51% to 1.84%; Life Storage, Inc. 2.07% to 2.35%; Camden Property Trust 2.65% to 2.93%. Largest decreases: GameStop Corp. 3.34% to 2.23%; Crocs, Inc. 2.95% to 2.11%; Cleveland-Cliffs, Inc. 3.21% to 2.57%; RH 1.59% to 1.09%; Darling Ingredients, Inc. 2.43% to 2.06%; Scientific Games Corp. 1.47% to 1.19%. Gone: Signature Bank (2.3%). 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>XMMO: filing for 2021-10-31 -- 63 added, 59 dropped, turnover 81.7%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>75 positions became 79: 63 added (77.42% of the fund), 59 dropped (78.69%). Turnover proxy 81.7%. Largest increases: Olin Corp. 0.9% to 2.41%; Cleveland-Cliffs, Inc. 2.31% to 3.21%; Evercore, Inc. 0.66% to 1.42%; Dick&apos;s Sporting Goods, Inc. 0.9% to 1.31%; United States Steel Corp. 1.18% to 1.53%; Valmont Industries, Inc. 0.63% to 0.86%. Largest decreases: Axon Enterprise, Inc. 2.7% to 1.64%; RH 2.32% to 1.59%; Darling Ingredients, Inc. 3.15% to 2.43%; Five Below, Inc. 1.42% to 1.26%; CommVault Systems, Inc. 0.46% to 0.33%; Deckers Outdoor Corp. 1.59% to 1.5%. New: GameStop Corp. (3.34%), Crocs, Inc. (2.95%), Camden Property Trust (2.65%), Steel Dynamics, Inc. (2.4%), Signature Bank (2.3%), Capri Holdings Ltd. (2.27%). Gone: SolarEdge Technologies, Inc. (3.92%), Bio-Techne Corp. (3.64%), Repligen Corp. (3.19%), Molina Healthcare, Inc. (3%), Cognex Corp. (2.68%), Lithia Motors, Inc. (2.6%). 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>XMMO: filing for 2021-07-31 -- 0 added, 3 dropped, turnover 7.7%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>78 positions became 75: 0 added (0% of the fund), 3 dropped (4.2%). Turnover proxy 7.7%. Largest increases: Cleveland-Cliffs, Inc. 1.58% to 2.31%; Axon Enterprise, Inc. 2.11% to 2.7%; Repligen Corp. 2.64% to 3.19%; Bio-Techne Corp. 3.1% to 3.64%; Quidel Corp. 1.14% to 1.6%; Masimo Corp. 2.08% to 2.54%. Largest decreases: Boston Beer Co., Inc. (The) 3.15% to 1.92%; Scotts Miracle-Gro Co. (The) 2.03% to 1.62%; Halozyme Therapeutics, Inc. 1.79% to 1.54%; Williams-Sonoma, Inc. 2.3% to 2.13%; Trex Co., Inc. 2.28% to 2.13%; Brooks Automation, Inc. 1.58% to 1.45%. Gone: Charles River Laboratories International, Inc. (2.99%), CoreLogic, Inc. (0.91%), Avanos Medical, Inc. (0.3%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Sep 2021 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2021-04-30 -- 34 added, 33 dropped, turnover 45.7%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>77 positions became 78: 34 added (31.73% of the fund), 33 dropped (39.08%). Turnover proxy 45.7%. Largest increases: Darling Ingredients, Inc. 1.45% to 3.05%; Lithia Motors, Inc. 1.37% to 2.54%; Axon Enterprise, Inc. 1.04% to 2.11%; Bio-Techne Corp. 2.06% to 3.1%; Williams-Sonoma, Inc. 1.29% to 2.3%; II-VI, Inc. 1.02% to 1.94%. Largest decreases: Quidel Corp. 2.62% to 1.14%; Emergent BioSolutions, Inc. 1.36% to 0.5%; Amedisys, Inc. 2.03% to 1.5%; Thor Industries, Inc. 1.39% to 0.89%; Papa John&apos;s International, Inc. 0.91% to 0.44%; LHC Group, Inc. 1.18% to 0.75%. New: Cree, Inc. (2.36%), STAAR Surgical Co. (1.8%), Halozyme Therapeutics, Inc. (1.79%), Cleveland-Cliffs, Inc. (1.58%), Brooks Automation, Inc. (1.58%), Five Below, Inc. (1.41%). Gone: Generac Holdings, Inc. (4.23%), Monolithic Power Systems, Inc. (3.26%), Cable One, Inc. (2.13%), Ceridian HCM Holding, Inc. (1.89%), PTC, Inc. (1.88%), Penn National Gaming, Inc. (1.84%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Jun 2021 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2021-01-31 -- 0 added, 1 dropped, turnover 7.5%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>78 positions became 77: 0 added (0% of the fund), 1 dropped (2.65%). Turnover proxy 7.5%. Largest increases: Penn National Gaming, Inc. 1.09% to 1.84%; PTC, Inc. 1.36% to 1.88%; II-VI, Inc. 0.63% to 1.02%; Scotts Miracle-Gro Co. (The) 1.14% to 1.47%; Axon Enterprise, Inc. 0.71% to 1.04%; RH 1.27% to 1.58%. Largest decreases: Boston Beer Co., Inc. (The) 2.96% to 2.28%; Quidel Corp. 3.2% to 2.62%; Nordson Corp. 1.82% to 1.47%; SYNNEX Corp. 0.75% to 0.4%; LHC Group, Inc. 1.47% to 1.18%; FactSet Research Systems, Inc. 1.77% to 1.53%. Gone: Enphase Energy, Inc. (2.65%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 31 Mar 2021 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2020-10-31 -- 41 added, 37 dropped, turnover 56.8%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>74 positions became 78: 41 added (50.89% of the fund), 37 dropped (42.96%). Turnover proxy 56.8%. Largest increases: Boston Beer Co., Inc. (The) 1.13% to 2.96%; SolarEdge Technologies, Inc. 3.03% to 4.03%; Generac Holdings, Inc. 3.51% to 4.12%; Watsco, Inc. 1.34% to 1.87%; Repligen Corp. 1.51% to 1.9%; Amedisys, Inc. 1.74% to 2.09%. Largest decreases: Brown &amp;amp; Brown, Inc. 3.79% to 1.74%; Fair Isaac Corp. 3.58% to 1.54%; Cable One, Inc. 3.26% to 2.1%; FTI Consulting, Inc. 1.36% to 0.44%; Medical Properties Trust, Inc. 2.14% to 1.22%; Chemed Corp. 1.96% to 1.11%. New: Monolithic Power Systems, Inc. (3.35%), Quidel Corp. (3.2%), Enphase Energy, Inc. (2.65%), Charles River Laboratories International, Inc. (2.3%), Cognex Corp. (2.21%), Molina Healthcare, Inc. (1.92%). Gone: Teradyne, Inc. (3.4%), Pool Corp. (3.28%), Catalent, Inc. (2.29%), Essential Utilities, Inc. (2.08%), AECOM (1.7%), Gentex Corp. (1.67%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Dec 2020 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2020-07-31 -- 0 added, 5 dropped, turnover 18%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>79 positions became 74: 0 added (0% of the fund), 5 dropped (17.14%). Turnover proxy 18%. Largest increases: Generac Holdings, Inc. 2.15% to 3.51%; SolarEdge Technologies, Inc. 1.91% to 3.03%; Pool Corp. 2.17% to 3.28%; Teradyne, Inc. 2.37% to 3.4%; Brown &amp;amp; Brown, Inc. 2.96% to 3.79%; Fair Isaac Corp. 2.85% to 3.58%. Largest decreases: CACI International, Inc. 1.58% to 1.32%; Haemonetics Corp. 1.05% to 0.82%; Cable One, Inc. 3.39% to 3.26%; Cirrus Logic, Inc. 1.23% to 1.13%; FTI Consulting, Inc. 1.43% to 1.36%; Hawaiian Electric Industries, Inc. 0.9% to 0.84%. Gone: Tyler Technologies, Inc. (4.41%), West Pharmaceutical Services, Inc. (4.35%), Teledyne Technologies, Inc. (3.67%), Domino&apos;s Pizza, Inc. (2.84%), Bio-Rad Laboratories, Inc. (1.87%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Sep 2020 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2020-04-30 -- 43 added, 39 dropped, turnover 53.2%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>75 positions became 79: 43 added (48.1% of the fund), 39 dropped (41.52%). Turnover proxy 53.2%. Largest increases: West Pharmaceutical Services, Inc. 2.19% to 4.35%; Teledyne Technologies, Inc. 3.06% to 3.67%; Brown &amp;amp; Brown, Inc. 2.47% to 2.96%; Pool Corp. 1.77% to 2.17%; CACI International, Inc. 1.21% to 1.58%; Cable One, Inc. 3.11% to 3.39%. Largest decreases: FactSet Research Systems, Inc. 3.02% to 1.69%; Fair Isaac Corp. 4.12% to 2.85%; RenaissanceRe Holdings Ltd. 2.38% to 1.21%; Manhattan Associates, Inc. 1.74% to 0.76%; Hawaiian Electric Industries, Inc. 1.81% to 0.9%; Omega Healthcare Investors, Inc. 2.1% to 1.24%. New: Tyler Technologies, Inc. (4.41%), Domino&apos;s Pizza, Inc. (2.84%), Teradyne, Inc. (2.37%), Generac Holdings, Inc. (2.15%), SolarEdge Technologies, Inc. (1.91%), Essential Utilities, Inc. (1.9%). Gone: Liberty Property Trust (2.33%), Universal Display Corp. (2.25%), OGE Energy Corp. (2.1%), National Retail Properties, Inc. (1.9%), Royal Gold, Inc. (1.77%), Ciena Corp. (1.75%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jun 2020 12:00:00 GMT</pubDate></item><item><title>XMMO: filing for 2020-01-31 -- 0 added, 4 dropped, turnover 11.9%</title><link>https://themulden.com/funds/xmmo/</link><guid isPermaLink="true">https://themulden.com/funds/xmmo/</guid><description>79 positions became 75: 0 added (0% of the fund), 4 dropped (11.21%). Turnover proxy 11.9%. Largest increases: Fair Isaac Corp. 2.93% to 4.12%; Cable One, Inc. 2.27% to 3.11%; Brown &amp;amp; Brown, Inc. 1.95% to 2.47%; FactSet Research Systems, Inc. 2.51% to 3.02%; Masimo Corp. 2.03% to 2.53%; Teledyne Technologies, Inc. 2.6% to 3.06%. Largest decreases: Aaron&apos;s, Inc. 1.1% to 0.93%; Universal Display Corp. 2.4% to 2.25%; TreeHouse Foods, Inc. 0.49% to 0.43%; Graham Holdings Co. 0.73% to 0.67%; Haemonetics Corp. 0.93% to 0.88%; Pilgrim&apos;s Pride Corp. 0.4% to 0.36%. Gone: W.R. Berkley Corp. (3.45%), STERIS PLC (2.79%), Zebra Technologies Corp. (2.51%), Live Nation Entertainment, Inc. (2.46%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 31 Mar 2020 12:00:00 GMT</pubDate></item></channel></rss>