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Fund Report - Simple Annual Returns
For Middlefield Group Limited
Funds 1 to 25 from 27 found.   Reports Help
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StandardShort-termLong-termSimple Annual ReturnsQuartile Rankings5-Star RatingsKey Facts

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As of December 31, 2017

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YTD %

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Incep  (mm/yy)

Charts
/Info
ACTIVEnergy Income Series A -13.14 -13.14 28.61 -26.19 -16.31 22.08 -5.83 2.68
Chart   Price History        
ACTIVEnergy Income Series F -14.60 -14.60 22.30 -33.89 -21.95 13.03 -12.37 -3.89
Chart   Price History        
Global Healthcare Dividend Series A   7.33 7.33 -4.85 27.91



8.83 (10/14) Chart   Price History        
Global Healthcare Dividend Series F  







8.51 (01/17) Chart   Price History        
INDEXPLUS Income Series A 4.29 4.29 19.37 -15.82 2.04 16.08 2.30 8.43
Chart   Price History        
INDEXPLUS Income Series F  








Chart   Price History        
Middlefield Cdn Div Growers Cl Sr A 2.70 2.70 11.04 -1.03 3.59 21.96 -13.96 -8.75 -0.06 (02/92) Chart   Price History        
Middlefield Cdn Div Growers Cl Sr F 3.72 3.72 12.83 0.01 4.63 23.19 3.59 -7.87
Chart   Price History        
Middlefield Glo Div Growers Cl Sr A 10.21 10.21 0.29 21.59



9.98 (05/14) Chart   Price History        
Middlefield Glo Div Growers Cl Sr F 11.24 11.24 1.47 22.81



10.96 (05/14) Chart   Price History        
Middlefield Global Agri Cl Sr A   10.70 10.70 5.15 5.23 14.59 10.36 14.11 -15.03 9.25 (05/09) Chart   Price History        
Middlefield Global Agri Cl Sr F   11.94 11.94 6.26 6.35 15.78 11.52 15.27

Chart   Price History        
Middlefield Global Energy Cl Sr A -17.39 -17.39 32.90 -35.51 -20.41 20.51 -11.86 6.60
Chart   Price History        
Middlefield Global Energy Cl Sr F -16.43 -16.43 34.70 -34.83 -19.48 21.79 -10.90 7.74
Chart   Price History        
Middlefield Global Infra Sr A   9.22 9.22 -0.47 1.87 10.22


6.63 (06/13) Chart   Price History        
Middlefield Global Infra Sr F   10.39 10.39 0.44 3.10 11.47


7.80 (06/13) Chart   Price History        
Middlefield High Yield Class Srs A 4.35 4.35 7.87 -8.31 -2.02 0.66 4.69 -0.81 3.78 (07/01) Chart   Price History        
Middlefield High Yield Class Srs F 5.52 5.52 9.13 -7.31 -1.02 1.75 5.83

Chart   Price History        
Middlefield Income Plus Class Srs A 2.70 2.70 10.38 -0.78 8.36 11.22 4.45 2.75 8.75 (09/00) Chart   Price History        
Middlefield Income Plus Class Srs F 3.83 3.83 11.60 0.28 9.55 11.02 5.47

Chart   Price History        
Middlefield Real Estate Class Srs A 12.82 12.82 -6.36 15.90 17.09 4.68 18.83
10.04 (06/11) Chart   Price History        
Middlefield Real Estate Class Srs F 14.06 14.06 -5.48 17.17 18.38 5.94 20.05
12.51 (10/11) Chart   Price History        
Middlefield Short-Term Inc Cl Sr A 0.71 0.71 0.43 0.62 0.70 0.51 0.50 0.19 1.21 (06/04) Chart   Price History        
Middlefield U.S. Div Grow Cl Sr A 0.84 0.84 1.04 17.94



7.21 (05/14) Chart   Price History        
Middlefield U.S. Div Grow Cl Sr F 1.94 1.94 2.15 19.07



8.14 (05/14) Chart   Price History        
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