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

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As of April 26, 2018 As of March 31, 2018

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Fund name

Price $

1 day
$ Chg

30 day %

3 mo %

6 mo %

1 yr %

3 yr %

Incep  (mm/yy)

Charts
/Info
ACTIVEnergy Income Series A 4.574 0.032 10.46 -4.04 -1.17 -6.55 -7.06
Chart   Price History        
ACTIVEnergy Income Series F 4.615 0.032 10.57 -3.77 -0.60 -7.08 -11.62
Chart   Price History        
Global Healthcare Dividend Series A 12.052 0.074 2.51 0.84 -0.73 1.04 4.89 8.42 (10/14) Chart   Price History        
Global Healthcare Dividend Series F 12.234 0.076 2.61 1.11 -0.18 2.16
7.95 (01/17) Chart   Price History        
INDEXPLUS Income Series A 10.849 0.064 1.02 -4.99 -2.13 -1.21 -0.11
Chart   Price History        
INDEXPLUS Income Series F 10.947 0.065 1.12 -4.74 -1.59


Chart   Price History        
Middlefield Cdn Div Growers Cl Sr A 10.000 0.041 0.83 -3.78 1.87 0.62 1.49 -0.21 (02/92) Chart   Price History        
Middlefield Cdn Div Growers Cl Sr F 10.924 0.045 0.93 -3.53 2.31 1.62 2.71
Chart   Price History        
Middlefield Glo Div Growers Cl Sr A 13.002 0.040 0.65 -2.03 4.49 4.60 6.80 8.74 (05/14) Chart   Price History        
Middlefield Glo Div Growers Cl Sr F 13.520 0.042 0.75 -1.76 4.88 5.58 7.88 9.71 (05/14) Chart   Price History        
Middlefield Global Agri Cl Sr A 20.797 0.107 1.37 -3.51 1.17 4.23 3.46 8.54 (05/09) Chart   Price History        
Middlefield Global Agri Cl Sr F 22.344 0.116 1.47 -3.25 1.74 5.40 4.58
Chart   Price History        
Middlefield Global Energy Cl Sr A 9.201 0.048 10.35 -1.62 0.62 -6.68 -9.92
Chart   Price History        
Middlefield Global Energy Cl Sr F 10.142 0.054 10.45 -1.36 1.16 -5.66 -8.83
Chart   Price History        
Middlefield Global Infra Sr A 10.655 0.033 1.89 -0.93 2.11 3.98 1.35 6.07 (06/13) Chart   Price History        
Middlefield Global Infra Sr F 11.323 0.035 2.00 -0.67 2.65 5.10 2.43 7.23 (06/13) Chart   Price History        
Middlefield High Yield Class Srs A 18.120 0.008 -0.65 -1.25 0.80 1.78 0.72 3.64 (07/01) Chart   Price History        
Middlefield High Yield Class Srs F 19.523 0.009 -0.55 -0.99 1.35 2.89 1.85
Chart   Price History        
Middlefield Income Plus Class Srs A 15.553 0.039 -0.06 -3.53 -2.00 -1.40 1.75 8.40 (09/00) Chart   Price History        
Middlefield Income Plus Class Srs F 17.043 0.043 0.04 -3.27 -1.46 -0.32 2.86
Chart   Price History        
Middlefield Real Estate Class Srs A 13.890 0.077 2.21 2.85 8.91 12.63 3.76 10.11 (06/11) Chart   Price History        
Middlefield Real Estate Class Srs F 15.073 0.084 2.30 3.12 9.49 13.86 4.84 12.53 (10/11) Chart   Price History        
Middlefield Short-Term Inc Cl Sr A 11.786 0.003 0.07 0.12 0.55 0.81 0.57 1.19 (06/04) Chart   Price History        
Middlefield U.S. Div Grow Cl Sr A 12.059 0.080 1.05 -0.35 4.21 1.47 3.63 6.63 (05/14) Chart   Price History        
Middlefield U.S. Div Grow Cl Sr F 12.506 0.083 1.15 -0.08 4.78 2.57 4.76 7.57 (05/14) Chart   Price History        
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Click the Fund Name link to view a Fund Profile. Funds highlighted in yellow are offered by Globefund Partners.  To view a chart select . To view fund price history, click  . To order free mutual fund prospectuses for selected funds, click . To view detailed fund information provided by the fund company, click . To view video clips provided by the fund company, click .

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