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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 June 15, 2018 As of May 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 4.457 -0.073 -4.07 15.74 7.34 10.35 -4.19
Chart   Price History        
ACTIVEnergy Income Series F 4.504 -0.074 -3.98 16.08 7.95 10.93 -8.37
Chart   Price History        
Global Healthcare Dividend Series A 12.762 0.152 5.93 1.80 0.28 -1.74 6.20 8.91 (10/14) Chart   Price History        
Global Healthcare Dividend Series F 12.974 0.155 6.03 2.08 0.84 -0.66
9.42 (01/17) Chart   Price History        
INDEXPLUS Income Series A 10.922 -0.012 0.48 0.85 -3.65 1.56 0.42
Chart   Price History        
INDEXPLUS Income Series F 11.038 -0.012 0.58 1.13 -3.12


Chart   Price History        
Middlefield Cdn Div Growers Cl Sr A 10.043 -0.027 -0.13 0.10 -0.87 7.05 1.03 -0.17 (02/92) Chart   Price History        
Middlefield Cdn Div Growers Cl Sr F 10.986 -0.029 -0.04 0.36 -0.44 8.11 2.27
Chart   Price History        
Middlefield Glo Div Growers Cl Sr A 13.459 0.076 1.29 -1.31 -0.22 5.37 4.78 8.72 (05/14) Chart   Price History        
Middlefield Glo Div Growers Cl Sr F 14.018 0.080 1.38 -1.03 0.16 6.35 5.89 9.71 (05/14) Chart   Price History        
Middlefield Global Agri Cl Sr A 21.827 0.241 3.64 -0.30 -2.79 2.50 2.88 8.56 (05/09) Chart   Price History        
Middlefield Global Agri Cl Sr F 23.485 0.260 3.73 -0.03 -2.24 3.64 4.01
Chart   Price History        
Middlefield Global Energy Cl Sr A 8.889 -0.159 -5.50 16.47 9.45 13.53 -7.81
Chart   Price History        
Middlefield Global Energy Cl Sr F 9.812 -0.176 -5.41 16.78 10.04 14.76 -6.68
Chart   Price History        
Middlefield Global Infra Sr A 10.901 0.052 1.88 5.09 1.09 1.31 2.42 6.65 (06/13) Chart   Price History        
Middlefield Global Infra Sr F 11.608 0.055 1.97 5.38 1.63 2.40 3.49 7.81 (06/13) Chart   Price History        
Middlefield High Yield Class Srs A 18.603 0.084 1.13 -0.83 -1.48 3.31 0.02 3.63 (07/01) Chart   Price History        
Middlefield High Yield Class Srs F 20.070 0.092 1.22 -0.57 -0.95 4.44 1.15
Chart   Price History        
Middlefield Income Plus Class Srs A 15.602 0.057 0.40 -3.26 -4.39 -1.86 2.10 8.29 (09/00) Chart   Price History        
Middlefield Income Plus Class Srs F 17.135 0.063 0.50 -3.00 -3.86 -0.79 3.23
Chart   Price History        
Middlefield Real Estate Class Srs A 14.349 0.072 3.03 7.35 5.06 7.99 5.68 10.21 (06/11) Chart   Price History        
Middlefield Real Estate Class Srs F 15.602 0.079 3.13 7.63 5.61 9.16 6.78 12.61 (10/11) Chart   Price History        
Middlefield Short-Term Inc Cl Sr A 11.826 0.000 0.12 0.39 0.80 1.08 0.68 1.21 (06/04) Chart   Price History        
Middlefield U.S. Div Grow Cl Sr A 12.641 0.106 3.51 1.16 0.81 5.37 4.23 7.38 (05/14) Chart   Price History        
Middlefield U.S. Div Grow Cl Sr F 13.130 0.110 3.60 1.44 1.37 6.50 5.36 8.34 (05/14) Chart   Price History        
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