Star Power

Middlefield Top-Rated ETFs and Mutual Funds

5-Star Morningstar Rating

Fund Name 1-YR 3-YR 5-YR 10-YR Since Inception Inception Date
Middlefield Real Estate Dividend Class
(A: MID600 | F: MID601)
28.7% 3.0% 5.0% 8.2% 9.6% 2011-09-30

4-Star Morningstar Rating

Fund Name 1-YR 3-YR 5-YR 10-YR Since Inception Inception Date
Middlefield Sustainable Global Dividend ETF
(Ticker: MDIV)
42.3% 14.0% 12.7% 11.0% 11.8% 2013-03-22
Middlefield Innovation Dividend ETF
(Ticker: MINN)
53.7% 12.1% 18.3% NA 15.9% 2018-03-23
Middlefield Income Plus Class
(A: MID800 | F: MID801)
21.5% 9.6% 10.0% 7.0% 7.5% 2011-06-21
Middlefield Real Estate ETF
(Ticker: MREL)
28.9% 2.9% 5.0% 7.7% 8.0% 2011-04-20
Middlefield Global Dividend Growers Class
(A: MID181 | F: MID182)
42.1% 11.1% 13.8% 11.3% 10.9% 2014-06-17
Middlefield U.S. Equity Dividend ETF
(Ticker: MUSA)
43.4% 11.5% 14.0% 12.9% 12.1% 2013-12-19
Middlefield U.S. Equity Dividend Class
(A: MID710 | F: MID701)
41.3% 11.6% 16.5% 11.6% 11.3% 2014-06-17
Returns as of September 30, 2024.

 

 

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