<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>XSMO filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of XSMO 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>XSMO: filing for 2026-04-30 -- 67 added, 62 dropped, turnover 64.8%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>110 positions became 115: 67 added (55.23% of the fund), 62 dropped (58.01%). Turnover proxy 64.8%. Largest increases: Viavi Solutions Inc. 1.19% to 3.97%; Powell Industries, Inc. 0.79% to 2.05%; MYR Group Inc. 0.88% to 1.69%; Ligand Pharmaceuticals Inc. 0.76% to 1.32%; Century Aluminum Co. 0.5% to 1.05%; Protagonist Therapeutics, Inc. 1.11% to 1.63%. Largest decreases: Armstrong World Industries, Inc. 3.01% to 1.34%; Telephone and Data Systems, Inc. 1.86% to 0.77%; Sensient Technologies Corp. 1.49% to 0.89%; OSI Systems, Inc. 1.22% to 0.69%; StoneX Group Inc. 2.27% to 1.76%; Granite Construction Inc. 1.89% to 1.54%. New: Viasat, Inc. (3.46%), Primoris Services Corp. (3.08%), FormFactor, Inc. (2.23%), Krystal Biotech, Inc. (1.9%), Indivior Pharmaceuticals, Inc. (1.77%), Lumen Technologies, Inc. (1.7%). Gone: InterDigital, Inc. (3.66%), Brinker International, Inc. (3.05%), CareTrust REIT, Inc. (2.28%), JBT Marel Corp. (2.21%), Zurn Elkay Water Solutions Corp. (2.14%), Semtech Corp. (1.62%). 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>XSMO: filing for 2026-01-31 -- 0 added, 6 dropped, turnover 13.7%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>116 positions became 110: 0 added (0% of the fund), 6 dropped (12.09%). Turnover proxy 13.7%. Largest increases: Brinker International, Inc. 1.95% to 3.05%; JBT Marel Corp. 1.64% to 2.21%; StoneX Group Inc. 1.72% to 2.27%; SiTime Corp. 1.19% to 1.61%; Granite Construction Inc. 1.5% to 1.89%; Viavi Solutions Inc. 0.8% to 1.19%. Largest decreases: Corcept Therapeutics Inc. 1.38% to 0.81%; Calix, Inc. 0.97% to 0.68%; TG Therapeutics, Inc. 1.39% to 1.27%; HCI Group, Inc. 0.65% to 0.55%; InterDigital, Inc. 3.76% to 3.66%; Extreme Networks, Inc. 0.48% to 0.4%. Gone: Sterling Infrastructure, Inc. (4.63%), TTM Technologies, Inc. (2.8%), SPX Technologies, Inc. (2.21%), Dycom Industries, Inc. (2.19%), Heidrick &amp;amp; Struggles International, Inc. (0.2%), Invesco Government &amp;amp; Agency Portfolio (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Mar 2026 12:00:00 GMT</pubDate></item><item><title>XSMO: filing for 2025-10-31 -- 45 added, 47 dropped, turnover 44.8%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>118 positions became 116: 45 added (32.18% of the fund), 47 dropped (31.23%). Turnover proxy 44.8%. Largest increases: InterDigital, Inc. 2.05% to 3.76%; TTM Technologies, Inc. 1.18% to 2.8%; Sanmina Corp. 1.12% to 2.1%; Zurn Elkay Water Solutions Corp. 1.22% to 2.02%; Telephone and Data Systems, Inc. 0.76% to 1.48%; CareTrust REIT, Inc. 1.26% to 1.96%. Largest decreases: Corcept Therapeutics Inc. 2.6% to 1.38%; Brinker International, Inc. 2.9% to 1.95%; ADMA Biologics, Inc. 1.66% to 0.82%; SkyWest, Inc. 1.94% to 1.12%; Stride, Inc. 1.69% to 0.88%; Group 1 Automotive, Inc. 1.64% to 0.84%. New: Sterling Infrastructure, Inc. (4.63%), ESCO Technologies Inc. (1.93%), JBT Marel Corp. (1.64%), Federal Signal Corp. (1.54%), Sensient Technologies Corp. (1.38%), Mercury Systems, Inc. (1.03%). Gone: Mr. Cooper Group Inc. (2.49%), Jackson Financial Inc. (1.9%), ACI Worldwide, Inc. (1.43%), Glaukos Corp. (1.38%), Lumen Technologies, Inc. (1.29%), Essential Properties Realty Trust, Inc. (1.27%). 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>XSMO: filing for 2025-07-31 -- 0 added, 0 dropped, turnover 8.1%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>118 positions became 118: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 8.1%. Largest increases: TTM Technologies, Inc. 0.55% to 1.18%; Dycom Industries, Inc. 1.29% to 1.87%; Semtech Corp. 1.19% to 1.76%; Boot Barn Holdings, Inc. 1.15% to 1.72%; Mr. Cooper Group Inc. 2.1% to 2.49%; Armstrong World Industries, Inc. 1.92% to 2.26%. Largest decreases: ADMA Biologics, Inc. 2.33% to 1.66%; ACI Worldwide, Inc. 1.97% to 1.43%; Corcept Therapeutics Inc. 3.06% to 2.6%; GEO Group, Inc. (The) 1.62% to 1.22%; TG Therapeutics, Inc. 1.32% to 0.94%; Stride, Inc. 2.07% to 1.69%. 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>XSMO: filing for 2025-04-30 -- 61 added, 56 dropped, turnover 49.5%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>113 positions became 118: 61 added (43.27% of the fund), 56 dropped (38.29%). Turnover proxy 49.5%. Largest increases: InterDigital, Inc. 1% to 1.75%; Virtu Financial, Inc. 0.82% to 1.44%; StoneX Group Inc. 0.65% to 1.25%; Group 1 Automotive, Inc. 1.22% to 1.77%; Palomar Holdings, Inc. 0.6% to 1.12%; Brinker International, Inc. 2.24% to 2.72%. Largest decreases: Jackson Financial Inc. 3.16% to 1.86%; SPX Technologies, Inc. 2.35% to 1.29%; Piper Sandler Cos. 2.24% to 1.3%; Dycom Industries, Inc. 1.9% to 1.29%; Armstrong World Industries, Inc. 2.47% to 1.92%; Archrock, Inc. 1.74% to 1.18%. New: Corcept Therapeutics Inc. (3.06%), ADMA Biologics, Inc. (2.33%), Badger Meter, Inc. (1.55%), Merit Medical Systems, Inc. (1.46%), Cinemark Holdings, Inc. (1.38%), CSW Industrials, Inc. (1.33%). Gone: Moog Inc. (2.18%), Federal Signal Corp. (1.97%), Insight Enterprises, Inc. (1.46%), Installed Building Products, Inc. (1.37%), Radian Group Inc. (1.35%), AeroVironment, Inc. (1.33%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Jun 2025 12:00:00 GMT</pubDate></item><item><title>XSMO: filing for 2025-01-31 -- 0 added, 3 dropped, turnover 10%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>116 positions became 113: 0 added (0% of the fund), 3 dropped (6.95%). Turnover proxy 10%. Largest increases: Brinker International, Inc. 1.25% to 2.24%; Stride, Inc. 1.64% to 2.39%; GEO Group, Inc. (The) 0.68% to 1.42%; Archrock, Inc. 1.23% to 1.74%; Federal Signal Corp. 1.61% to 1.97%; SkyWest, Inc. 1.23% to 1.58%. Largest decreases: Innovative Industrial Properties, Inc. 1.09% to 0.61%; CareTrust REIT, Inc. 1.37% to 1.12%; AeroVironment, Inc. 1.57% to 1.33%; M/I Homes, Inc. 1.04% to 0.87%; Mercury General Corp. 0.62% to 0.46%; Jackson Financial Inc. 3.32% to 3.16%. Gone: Mueller Industries, Inc. (3.54%), Carpenter Technology Corp. (3.29%), Clearwater Paper Corp. (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 01 Apr 2025 12:00:00 GMT</pubDate></item><item><title>XSMO: filing for 2024-10-31 -- 56 added, 54 dropped, turnover 51%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>114 positions became 116: 56 added (41.51% of the fund), 54 dropped (37.45%). Turnover proxy 51%. Largest increases: Carpenter Technology Corp. 1.41% to 3.29%; Piper Sandler Cos. 0.9% to 1.98%; Mueller Industries, Inc. 2.49% to 3.54%; Stride, Inc. 0.81% to 1.64%; Armstrong World Industries, Inc. 1.49% to 2.26%; SPX Technologies, Inc. 1.54% to 2.25%. Largest decreases: Boise Cascade Co. 2.52% to 1.03%; Insight Enterprises, Inc. 2.65% to 1.47%; Alpha Metallurgical Resources, Inc. 1.55% to 0.48%; Verra Mobility Corp. 2.11% to 1.07%; M/I Homes, Inc. 2.07% to 1.04%; Installed Building Products, Inc. 2.39% to 1.48%. New: Jackson Financial Inc. (3.32%), ACI Worldwide, Inc. (1.9%), Dycom Industries, Inc. (1.74%), CareTrust REIT, Inc. (1.37%), BGC Group, Inc. (1.26%), SL Green Realty Corp. (1.26%). Gone: Meritage Homes Corp. (2.27%), Fabrinet (2.15%), SPS Commerce, Inc. (1.99%), Ensign Group, Inc. (The) (1.87%), Badger Meter, Inc. (1.33%), Integer Holdings Corp. (1.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Dec 2024 12:00:00 GMT</pubDate></item><item><title>XSMO: filing for 2024-07-31 -- 0 added, 3 dropped, turnover 8.7%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>117 positions became 114: 0 added (0% of the fund), 3 dropped (5.86%). Turnover proxy 8.7%. Largest increases: Carpenter Technology Corp. 0.9% to 1.41%; M/I Homes, Inc. 1.58% to 2.07%; Mueller Industries, Inc. 2.14% to 2.49%; Verra Mobility Corp. 1.81% to 2.11%; Fabrinet 1.85% to 2.15%; Insight Enterprises, Inc. 2.36% to 2.65%. Largest decreases: DoubleVerify Holdings, Inc. 1.2% to 0.79%; Alpha Metallurgical Resources, Inc. 1.89% to 1.55%; Shake Shack Inc. 0.91% to 0.68%; MYR Group Inc. 0.85% to 0.65%; Yelp Inc. 0.83% to 0.69%; Worthington Enterprises, Inc. 0.64% to 0.51%. Gone: Abercrombie &amp;amp; Fitch Co. (2.99%), AAON, Inc. (1.72%), Encore Wire Corp. (1.15%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Sep 2024 12:00:00 GMT</pubDate></item><item><title>XSMO: filing for 2024-04-30 -- 54 added, 48 dropped, turnover 46.3%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>111 positions became 117: 54 added (40.61% of the fund), 48 dropped (33.93%). Turnover proxy 46.3%. Largest increases: Installed Building Products, Inc. 1.4% to 2.28%; Abercrombie &amp;amp; Fitch Co. 2.29% to 2.99%; Moog Inc. 1% to 1.57%; SkyWest, Inc. 0.9% to 1.46%; Boise Cascade Co. 2% to 2.56%; Glaukos Corp. 1.22% to 1.69%. Largest decreases: DoubleVerify Holdings, Inc. 2.26% to 1.2%; Badger Meter, Inc. 2.14% to 1.28%; Inter Parfums, Inc. 1.25% to 0.4%; SPS Commerce, Inc. 2.51% to 1.75%; Meritage Homes Corp. 2.56% to 2.02%; Par Pacific Holdings, Inc. 0.94% to 0.44%. New: Mueller Industries, Inc. (2.14%), Alpha Metallurgical Resources, Inc. (1.89%), Fabrinet (1.85%), Verra Mobility Corp. (1.81%), Mr. Cooper Group Inc. (1.74%), Matson, Inc. (1.53%). Gone: ATI Inc. (2.55%), Axcelis Technologies, Inc. (2.5%), Applied Industrial Technologies, Inc. (2.35%), Merit Medical Systems, Inc. (1.31%), M.D.C. Holdings, Inc. (1.31%), Academy Sports and Outdoors, Inc. (1.26%). 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>XSMO: filing for 2024-01-31 -- 0 added, 4 dropped, turnover 12.2%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>115 positions became 111: 0 added (0% of the fund), 4 dropped (10.18%). Turnover proxy 12.2%. Largest increases: Abercrombie &amp;amp; Fitch Co. 1.47% to 2.29%; Meritage Homes Corp. 1.89% to 2.56%; M/I Homes, Inc. 1.44% to 2.08%; DoubleVerify Holdings, Inc. 1.69% to 2.26%; Installed Building Products, Inc. 0.86% to 1.4%; Boise Cascade Co. 1.49% to 2%. Largest decreases: Extreme Networks, Inc. 1.43% to 0.87%; Northern Oil and Gas, Inc. 0.89% to 0.73%; Axcelis Technologies, Inc. 2.64% to 2.5%; Carpenter Technology Corp. 1.45% to 1.33%; Oceaneering International, Inc. 1.04% to 0.92%; O-I Glass, Inc. 0.91% to 0.8%. Gone: Rambus Inc. (3.74%), e.l.f. Beauty, Inc. (3.18%), Comfort Systems USA, Inc. (3.01%), Avantax, Inc. (0.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Apr 2024 12:00:00 GMT</pubDate></item><item><title>XSMO: filing for 2023-10-31 -- 64 added, 64 dropped, turnover 51.8%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>115 positions became 115: 64 added (48.6% of the fund), 64 dropped (39.9%). Turnover proxy 51.8%. Largest increases: Insight Enterprises, Inc. 1.6% to 2.29%; Comfort Systems USA, Inc. 2.51% to 3.01%; Inter Parfums, Inc. 0.81% to 1.23%; Standex International Corp. 0.54% to 0.79%; Powell Industries, Inc. 0.19% to 0.44%; Extreme Networks, Inc. 1.18% to 1.43%. Largest decreases: ATI Inc. 3.94% to 2.53%; Sanmina Corp. 2.02% to 0.88%; Academy Sports and Outdoors, Inc. 1.76% to 0.97%; Asbury Automotive Group, Inc. 1.66% to 1%; SPX Technologies, Inc. 1.83% to 1.19%; Griffon Corp. 1.22% to 0.61%. New: SPS Commerce, Inc. (2.35%), Badger Meter, Inc. (2.21%), Meritage Homes Corp. (1.89%), AAON, Inc. (1.83%), DoubleVerify Holdings, Inc. (1.69%), Boise Cascade Co. (1.49%). Gone: Helmerich &amp;amp; Payne, Inc. (2.17%), Mueller Industries, Inc. (1.59%), CONSOL Energy Inc. (1.55%), Patterson-UTI Energy, Inc. (1.44%), Albany International Corp. (1.33%), Civitas Resources, Inc. (1.2%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Dec 2023 12:00:00 GMT</pubDate></item><item><title>XSMO: filing for 2023-07-31 -- 1 added, 2 dropped, turnover 6%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>116 positions became 115: 1 added (0% of the fund), 2 dropped (0.35%). Turnover proxy 6%. Largest increases: Axcelis Technologies, Inc. 1.91% to 2.86%; Rambus Inc. 2.8% to 3.49%; e.l.f. Beauty, Inc. 3.4% to 3.78%; Helmerich &amp;amp; Payne, Inc. 1.82% to 2.17%; ATI Inc. 3.62% to 3.94%; Patterson-UTI Energy, Inc. 1.15% to 1.44%. Largest decreases: Academy Sports and Outdoors, Inc. 2.12% to 1.76%; Merit Medical Systems, Inc. 1.88% to 1.52%; Strategic Education, Inc. 1.22% to 0.92%; Catalyst Pharmaceuticals, Inc. 1.1% to 0.84%; Ensign Group, Inc. (The) 2.11% to 1.86%; Supernus Pharmaceuticals, Inc. 0.89% to 0.65%. New: Baytex Energy Corp. (0%). Gone: Ranger Oil Corp. (0.25%), Seneca Foods Corp. (0.1%). 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>XSMO: filing for 2023-04-30 -- 61 added, 61 dropped, turnover 59.1%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>116 positions became 116: 61 added (55.55% of the fund), 61 dropped (44.81%). Turnover proxy 59.1%. Largest increases: Applied Industrial Technologies, Inc. 1.8% to 2.86%; Sanmina Corp. 1.33% to 1.95%; Genworth Financial, Inc. 1.1% to 1.49%; Inter Parfums, Inc. 0.62% to 0.94%; Avantax, Inc. 0.49% to 0.73%; Extreme Networks, Inc. 0.71% to 0.89%. Largest decreases: CVB Financial Corp. 2.36% to 0.68%; Patterson-UTI Energy, Inc. 2.35% to 1.15%; Hostess Brands, Inc. 1.95% to 1.04%; Helmerich &amp;amp; Payne, Inc. 2.64% to 1.82%; Mueller Industries, Inc. 2.33% to 1.6%; Encore Wire Corp. 1.88% to 1.18%. New: ATI INC. (3.62%), e.l.f. Beauty, Inc. (3.4%), Rambus Inc. (2.8%), Academy Sports and Outdoors, Inc. (2.12%), Ensign Group, Inc. (The) (2.11%), Merit Medical Systems, Inc. (1.88%). Gone: SM Energy Co. (2.67%), UFP Industries, Inc. (2.27%), Independent Bank Corp. (1.52%), CSG Systems International, Inc. (1.44%), ServisFirst Bancshares, Inc. (1.4%), United Community Banks, Inc. (1.38%). 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>XSMO: filing for 2023-01-31 -- 0 added, 1 dropped, turnover 7.7%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>117 positions became 116: 0 added (0% of the fund), 1 dropped (3.45%). Turnover proxy 7.7%. Largest increases: Axcelis Technologies, Inc. 1.02% to 2.01%; UFP Industries, Inc. 1.67% to 2.27%; Encore Wire Corp. 1.55% to 1.88%; Applied Industrial Technologies, Inc. 1.51% to 1.8%; Prestige Consumer Healthcare Inc. 0.92% to 1.15%; Onto Innovation Inc. 0.97% to 1.18%. Largest decreases: SM Energy Co. 3.53% to 2.67%; Clearfield, Inc. 0.96% to 0.58%; CVB Financial Corp. 2.7% to 2.36%; Hostess Brands, Inc. 2.16% to 1.95%; United Community Banks, Inc. 1.58% to 1.38%; Corcept Therapeutics Inc. 1.07% to 0.88%. Gone: PBF Energy Inc. (3.45%). 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>XSMO: filing for 2022-10-31 -- 61 added, 59 dropped, turnover 54.1%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>115 positions became 117: 61 added (49.45% of the fund), 59 dropped (43.14%). Turnover proxy 54.1%. Largest increases: Hostess Brands, Inc. 1.21% to 2.16%; CSG Systems International, Inc. 0.93% to 1.51%; SpartanNash Co. 0.42% to 0.94%; Mueller Industries, Inc. 1.66% to 2.15%; Comfort Systems USA, Inc. 1.79% to 2.28%; CONSOL Energy Inc. 1.05% to 1.5%. Largest decreases: ServisFirst Bancshares, Inc. 3.07% to 1.5%; Civitas Resources, Inc. 2.96% to 1.77%; NexPoint Residential Trust, Inc. 1.11% to 0.34%; UFP Industries, Inc. 2.28% to 1.67%; Onto Innovation Inc. 1.47% to 0.97%; Encore Capital Group, Inc. 1.32% to 0.83%. New: PBF Energy Inc. (3.45%), CVB Financial Corp. (2.7%), Helmerich &amp;amp; Payne, Inc. (2.61%), Patterson-UTI Energy, Inc. (2.39%), Independent Bank Corp. (1.6%), United Community Banks, Inc. (1.58%). Gone: ExlService Holdings, Inc. (3.04%), Perficient, Inc. (1.98%), Lantheus Holdings, Inc. (1.86%), Balchem Corp. (1.83%), LXP Industrial Trust (1.79%), Signet Jewelers Ltd. (1.53%). 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>XSMO: filing for 2022-07-31 -- 0 added, 2 dropped, turnover 8.7%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>117 positions became 115: 0 added (0% of the fund), 2 dropped (5.51%). Turnover proxy 8.7%. Largest increases: ExlService Holdings, Inc. 2.43% to 3.04%; SM Energy Co. 3.13% to 3.69%; UFP Industries, Inc. 1.89% to 2.28%; Comfort Systems USA, Inc. 1.41% to 1.79%; Mueller Industries, Inc. 1.31% to 1.66%; Encore Wire Corp. 1.31% to 1.64%. Largest decreases: NexPoint Residential Trust, Inc. 1.47% to 1.11%; Abercrombie &amp;amp; Fitch Co. 0.65% to 0.34%; Boot Barn Holdings, Inc. 0.85% to 0.6%; LXP Industrial Trust 2.03% to 1.79%; Signet Jewelers Ltd. 1.74% to 1.53%; MaxLinear, Inc. 1.34% to 1.14%. Gone: Independence Realty Trust, Inc. (4.02%), Coca-Cola Consolidated, Inc. (1.49%). 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>XSMO: filing for 2022-04-30 -- 67 added, 64 dropped, turnover 63.8%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>114 positions became 117: 67 added (55.76% of the fund), 64 dropped (50.96%). Turnover proxy 63.8%. Largest increases: Independence Realty Trust, Inc. 0.9% to 4.02%; ServisFirst Bancshares, Inc. 1.73% to 2.85%; Callon Petroleum Co. 0.67% to 1.58%; Veritiv Corp. 0.73% to 1.41%; ExlService Holdings, Inc. 1.79% to 2.43%; CONSOL Energy, Inc. 0.36% to 0.8%. Largest decreases: Signet Jewelers Ltd. 3.52% to 1.74%; Boot Barn Holdings, Inc. 2.11% to 0.85%; Abercrombie &amp;amp; Fitch Co. 1.86% to 0.65%; Korn Ferry 2.13% to 1.16%; Apollo Medical Holdings, Inc. 1.5% to 0.57%; Triumph Bancorp, Inc. 1.34% to 0.53%. New: Civitas Resources, Inc. (2.9%), LXP Industrial Trust (2.03%), UFP Industries, Inc. (1.89%), Balchem Corp. (1.64%), Lantheus Holdings, Inc. (1.59%), Matson, Inc. (1.57%). Gone: Omnicell, Inc. (3.53%), Matador Resources Co. (2.39%), PDC Energy, Inc. (2.16%), Innovative Industrial Properties, Inc. (1.73%), AMN Healthcare Services, Inc. (1.7%), Livent Corp. (1.63%). 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>XSMO: filing for 2022-01-31 -- 0 added, 4 dropped, turnover 10%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>118 positions became 114: 0 added (0% of the fund), 4 dropped (6.5%). Turnover proxy 10%. Largest increases: PDC Energy, Inc. 1.61% to 2.16%; Matador Resources Co. 1.89% to 2.39%; Signet Jewelers Ltd. 3.08% to 3.52%; Gentherm, Inc. 0.87% to 1.21%; SM Energy Co. 2.66% to 3%; SPX FLOW, Inc. 0.95% to 1.3%. Largest decreases: Celsius Holdings, Inc. 1.86% to 1.09%; Chart Industries, Inc. 1.86% to 1.51%; Heska Corp. 0.95% to 0.69%; Joint Corp. (The) 0.82% to 0.6%; Innovative Industrial Properties, Inc. 1.94% to 1.73%; Select Medical Holdings Corp. 1.17% to 0.97%. Gone: Macy&apos;s, Inc. (2.63%), Watts Water Technologies, Inc. (2.35%), Meredith Corp. (0.94%), Great Western Bancorp, Inc. (0.58%). 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>XSMO: filing for 2021-10-31 -- 94 added, 90 dropped, turnover 82.1%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>114 positions became 118: 94 added (76.54% of the fund), 90 dropped (79.9%). Turnover proxy 82.1%. Largest increases: Omnicell, Inc. 1.79% to 3.54%; Livent Corp. 0.87% to 1.69%; Mr Cooper Group, Inc. 0.94% to 1.55%; Donnelley Financial Solutions, Inc. 0.31% to 0.74%; MYR Group, Inc. 0.54% to 0.88%; Chart Industries, Inc. 1.58% to 1.86%. Largest decreases: Vista Outdoor, Inc. 1.34% to 0.63%; Fulgent Genetics, Inc. 1.05% to 0.42%; ModivCare, Inc. 1.04% to 0.63%; Ensign Group, Inc. (The) 1.31% to 1.14%; St. Joe Co. (The) 0.62% to 0.51%; Innovative Industrial Properties, Inc. 2.04% to 1.94%. New: Signet Jewelers Ltd. (3.08%), SM Energy Co. (2.66%), Macy&apos;s, Inc. (2.63%), Perficient, Inc. (2.44%), Watts Water Technologies, Inc. (2.35%), Korn Ferry (2.09%). Gone: GameStop Corp. (7.67%), MicroStrategy, Inc. (3.47%), Stamps.com, Inc. (2.69%), Saia, Inc. (2.42%), Trupanion, Inc. (2.36%), Arconic Corp. (1.91%). 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>XSMO: filing for 2021-07-31 -- 0 added, 2 dropped, turnover 8%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>116 positions became 114: 0 added (0% of the fund), 2 dropped (3.26%). Turnover proxy 8%. Largest increases: Stamps.com, Inc. 1.69% to 2.69%; Trupanion, Inc. 1.65% to 2.36%; Range Resources Corp. 1.11% to 1.73%; Arconic Corp. 1.51% to 1.91%; Owens &amp;amp; Minor, Inc. 1.35% to 1.74%; Medifast, Inc. 1.33% to 1.68%. Largest decreases: GameStop Corp. 8.22% to 7.67%; Invesco Government &amp;amp; Agency Portfolio 0.54% to 0.11%; Proto Labs, Inc. 1.16% to 0.81%; iRobot Corp. 1.34% to 1.08%; 8x8, Inc. 1.05% to 0.82%; Gibraltar Industries, Inc. 0.93% to 0.76%. Gone: Crocs, Inc. (1.98%), R1 RCM, Inc. (1.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Sep 2021 12:00:00 GMT</pubDate></item><item><title>XSMO: filing for 2021-04-30 -- 49 added, 48 dropped, turnover 52.4%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>115 positions became 116: 49 added (51.06% of the fund), 48 dropped (33.78%). Turnover proxy 52.4%. Largest increases: Invesco Government &amp;amp; Agency Portfolio 0.13% to 0.54%; United Natural Foods, Inc. 0.76% to 1.01%; Hibbett Sports, Inc. 0.31% to 0.47%; Rent-A-Center, Inc. 0.61% to 0.77%; Uniti Group, Inc. 0.8% to 0.9%; Century Communities, Inc. 0.46% to 0.54%. Largest decreases: Stamps.com, Inc. 3.17% to 1.69%; NeoGenomics, Inc. 3.08% to 1.74%; Palomar Holdings, Inc. 1.7% to 0.51%; FormFactor, Inc. 2% to 0.9%; Renewable Energy Group, Inc. 2.12% to 1.09%; Vicor Corp. 1.44% to 0.61%. New: GameStop Corp. (8.22%), MicroStrategy, Inc. (3.62%), Omnicell, Inc. (1.76%), Innovative Industrial Properties, Inc. (1.73%), Chart Industries, Inc. (1.62%), Arconic Corp. (1.51%). Gone: Exponent, Inc. (1.8%), UFP Industries, Inc. (1.59%), LCI Industries (1.5%), Meritage Homes Corp. (1.45%), Cogent Communications Holdings, Inc. (1.39%), Fabrinet (1.35%). 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>XSMO: filing for 2021-01-31 -- 2 added, 5 dropped, turnover 11.7%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>118 positions became 115: 2 added (1.28% of the fund), 5 dropped (8.45%). Turnover proxy 11.7%. Largest increases: Renewable Energy Group, Inc. 1.55% to 2.12%; Alarm.com Holdings, Inc. 1.51% to 2.07%; Trupanion, Inc. 1.37% to 1.85%; NeoGenomics, Inc. 2.65% to 3.08%; Medifast, Inc. 0.99% to 1.42%; Corcept Therapeutics, Inc. 0.88% to 1.27%. Largest decreases: Stamps.com, Inc. 3.6% to 3.17%; Meritage Homes Corp. 1.83% to 1.45%; Shenandoah Telecommunications Co. 1% to 0.77%; Cogent Communications Holdings, Inc. 1.58% to 1.39%; LGI Homes, Inc. 1.35% to 1.16%; Sturm Ruger &amp;amp; Co., Inc. 0.81% to 0.66%. New: ModivCare, Inc. (0.96%), Centerspace (0.32%). Gone: Kinsale Capital Group, Inc. (3.65%), YETI Holdings, Inc. (1.82%), Brooks Automation, Inc. (1.79%), Providence Service Corp. (The) (0.83%), Investors Real Estate Trust (0.35%). 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>XSMO: filing for 2020-10-31 -- 67 added, 65 dropped, turnover 56.9%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>116 positions became 118: 67 added (47.99% of the fund), 65 dropped (48.63%). Turnover proxy 56.9%. Largest increases: Stamps.com, Inc. 1.54% to 3.6%; Saia, Inc. 1.41% to 2.49%; YETI Holdings, Inc. 0.81% to 1.82%; Vicor Corp. 0.66% to 1.5%; NeoGenomics, Inc. 2.04% to 2.65%; Kinsale Capital Group, Inc. 3.15% to 3.65%. Largest decreases: Cogent Communications Holdings, Inc. 2.95% to 1.58%; Select Medical Holdings Corp. 1.61% to 0.76%; Exponent, Inc. 2.58% to 1.76%; Winnebago Industries, Inc. 1.27% to 0.82%; Cavco Industries, Inc. 0.94% to 0.5%; Easterly Government Properties, Inc. 1.42% to 1.01%. New: Crocs, Inc. (1.83%), Brooks Automation, Inc. (1.79%), Palomar Holdings, Inc. (1.77%), SPS Commerce, Inc. (1.65%), Renewable Energy Group, Inc. (1.55%), Alarm.com Holdings, Inc. (1.51%). Gone: Lithia Motors, Inc. (2.46%), Simpson Manufacturing Co., Inc. (2.38%), Momenta Pharmaceuticals, Inc. (2.31%), Medpace Holdings, Inc. (2.28%), Wingstop, Inc. (2.14%), AMN Healthcare Services, Inc. (1.83%). 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>XSMO: filing for 2020-07-31 -- 1 added, 4 dropped, turnover 12.9%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>119 positions became 116: 1 added (2.06% of the fund), 4 dropped (6.43%). Turnover proxy 12.9%. Largest increases: Kinsale Capital Group, Inc. 2.02% to 3.15%; Lithia Motors, Inc. 1.36% to 2.46%; Meritage Homes Corp. 1.29% to 2.12%; Medpace Holdings, Inc. 1.75% to 2.28%; Stamps.com, Inc. 1.07% to 1.54%; LGI Homes, Inc. 0.66% to 1.08%. Largest decreases: eHealth, Inc. 2.07% to 1.17%; Momenta Pharmaceuticals, Inc. 2.86% to 2.31%; Avista Corp. 2.01% to 1.51%; Universal Health Realty Income Trust 1.12% to 0.63%; Easterly Government Properties, Inc. 1.8% to 1.42%; ManTech International Corp. 1.42% to 1.16%. New: UFP Industries, Inc. (2.06%). Gone: TopBuild Corp. (2.85%), Universal Forest Products, Inc. (1.67%), Strategic Education, Inc. (1.44%), Sunrun, Inc. (0.47%). 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>XSMO: filing for 2020-04-30 -- 61 added, 55 dropped, turnover 53.7%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>113 positions became 119: 61 added (47.28% of the fund), 55 dropped (44.18%). Turnover proxy 53.7%. Largest increases: Cogent Communications Holdings, Inc. 1.43% to 3.15%; Medpace Holdings, Inc. 0.85% to 1.75%; ManTech International Corp. 0.83% to 1.42%; eHealth, Inc. 1.65% to 2.07%; FormFactor, Inc. 0.7% to 1.08%; National Storage Affiliates Trust 0.67% to 1.04%. Largest decreases: American States Water Co. 2.04% to 1.23%; Invesco Mortgage Capital, Inc. 1.03% to 0.27%; Rent-A-Center, Inc. 1.11% to 0.41%; PennyMac Mortgage Investment Trust 1.14% to 0.52%; J &amp;amp; J Snack Foods Corp. 1.25% to 0.64%; Strategic Education, Inc. 2.03% to 1.44%. New: Momenta Pharmaceuticals, Inc. (2.86%), TopBuild Corp. (2.85%), Simpson Manufacturing Co., Inc. (2.04%), Kinsale Capital Group, Inc. (2.02%), Avista Corp. (2.01%), AMN Healthcare Services, Inc. (1.8%). Gone: LHC Group, Inc. (2.59%), Viavi Solutions, Inc. (1.85%), Brady Corp. (1.7%), Ensign Group, Inc. (The) (1.53%), California Water Service Group (1.49%), CareTrust REIT, Inc. (1.46%). 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>XSMO: filing for 2020-01-31 -- 0 added, 2 dropped, turnover 7.5%</title><link>https://themulden.com/funds/xsmo/</link><guid isPermaLink="true">https://themulden.com/funds/xsmo/</guid><description>115 positions became 113: 0 added (0% of the fund), 2 dropped (4%). Turnover proxy 7.5%. Largest increases: NeoGenomics, Inc. 1.56% to 2.23%; LHC Group, Inc. 1.94% to 2.59%; eHealth, Inc. 1.07% to 1.65%; Strategic Education, Inc. 1.52% to 2.03%; Exponent, Inc. 2.1% to 2.44%; Aerojet Rocketdyne Holdings, Inc. 1.28% to 1.56%. Largest decreases: Lithia Motors, Inc. 2.05% to 1.79%; Viavi Solutions, Inc. 2.07% to 1.85%; HMS Holdings Corp. 1.37% to 1.16%; Albany International Corp. 1.16% to 0.98%; J &amp;amp; J Snack Foods Corp. 1.42% to 1.25%; Core-Mark Holding Co., Inc. 0.75% to 0.59%. Gone: Arrowhead Pharmaceuticals, Inc. (2.03%), RLI Corp. (1.97%). 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>