Middlefield Funds
 
1.888.890.1868   Home   Contact   UK Site   Site Index
 
Site Search
Mutual Funds
 
Income Plus Class    
Performance *

FE:MID800 / LL:MID849
DSC:MID850 / F Series:MID801

Short-term Compound Returns  (As at September 30, 2017)
Series 1 Month 3 Month 6 Month YTD
A 2.19% 1.44% 0.63% 1.13%
F 2.25% 1.73% 1.15% 1.90%
 
Long-term Annualized Compound Returns  (As at September 30, 2017)
Series 1 Year 3 Years 5 Years 10 Years Since Inception
A 6.07% 2.86% 5.59% 6.80% 8.79%
September 21, 2000
F 7.20% 3.98% 6.74% - 6.66%
June 21, 2011
 
Annual Compound Returns
Series 2013 2014 2015 2016
A 11.24% 8.38% -0.79% 10.37%
F 12.50% 9.50% 0.29% 11.66%
 
* Based on NAV
 
 
 
     
Links
  Mutual Funds
  TSX-Listed Funds
  Resource Funds
  International Funds
  Merchant Banking Prospectuses
  Real Estate Group Disclaimer
  Advisor Login Privacy
     
  Follow us:  Linkedin
   
 
Contact Us
Middlefield Group © 2013. All rights reserved.