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ETFs

Real Estate Dividend ETFInnovation Dividend ETFHealthcare Dividend ETFGlobal Dividend Growers ETFGlobal Infrastructure Dividend ETFU.S. Equity Dividend ETF

Mutual Funds

Real Estate Dividend ClassHealthcare Dividend FundIncome Plus ClassGlobal Dividend Growers ClassInnovation Dividend ClassActivEnergy Dividend ClassGlobal Infrastructure FundGlobal Agriculture ClassCanadian Dividend Growers ClassU.S. Equity Dividend ClassHigh Interest Income Class

ETFs

Short Duration Bond Plus ETF

Mutual Funds

Short Duration Bond Plus Fund

Split Share Funds

E Split Corp.Real Estate Split Corp.Infrastructure Dividend Split Corp.

Closed-End Funds

Sustainable Innovation and Health Dividend FundMINT Income Fund

Flow-Through LPs

MRF 2026 Resource Limited PartnershipDiscovery 2025 Short Duration LPMRF 2025 Resource Limited PartnershipDiscovery 2024 Short Duration LPMRF 2024 Resource Limited PartnershipDiscovery 2023 Short Duration LPMRF 2023 Resource Limited PartnershipDiscovery 2022 Short Duration LPMRF 2022 Resource Limited PartnershipDiscovery 2021 Short Duration LPMRF 2021 Resource Limited PartnershipFlow-Through Track Record

Independent Review Committee

The Investment Review Committee (IRC) is charged with overseeing each of the investment funds managed by Middlefield.

Edward V. Jackson
Chair of the Independent Review Committee
H. Roger Garland
Independent Review Committee
Abby Sears
Independent Review Committee
Christine H. Tekker
Independent Review Committee
combined-shape
IRC Report

Independent Review Committee Report

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