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Simplified Prospectus (June 9, 2011)  |
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Middlefield Market Commentary 2011 Review and Outlook
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| FUND
SYMBOL: FE:MID 800 / LL:MID 849 / DSC:MID 850 / F Series: MID
801 |
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Provides stable
income and capital preservation through a diversified portfolio of fixed-income
and equity securities. |
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 5-star
rating (Morningstar November 30, 2011) |
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| FUND CODES: FE:MID
125 / LL:MID 127 / DSC:MID 130 / F Series:MID 126 |
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Leveraging the superior track record of Middlefield, this
fund invests in the oil and gas sector and is supported by the expertise of
Groppe, Long & Littell. |
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5-star
rating (Globefund November 30, 2011) |
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| FUND
SYMBOL: FE:MID 170 / LL:MID 174 / DSC:MID 175 / F Series: MID
171 |
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Provides long-term
growth of capital by investing in securities of companies that are engaged in
the exploration and production of precious metals. |
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| FUND CODES: FE:MID 600 / LL:MID 649 / DSC:MID 650 / F
Series:MID 601 |
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Provides
a stable level of income through an investment strategy which combines indexing
and active portfolio management and entails investing primarily in securities
of the Canadian real estate sector. |
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| FUND CODES: FE:MID
148 / LL:MID 449 / DSC:MID 450 / F Series: MID 149 |
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Invests
in Canadian resource companies with high growth potential. |
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FUND CODES: FE:MID 300 /
LL:MID 349 / DSC:MID 350 / F Series:MID 301 |
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Balanced fund focused
on total return investing in Canadian securities. |
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| FUND CODES: FE:MID
161 / LL:MID 163 / DSC:MID 166 / F Series: MID 162 |
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Invests
in securities with high growth potential operating in the agricultural sector
while employing a value-oriented strategy. |
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FUND CODES: FE:MID 210 / LL:MID
219 / DSC:MID 220 |
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Invests in
equity-related securities engaged in the exploration and production of metals
and minerals including uranium, molybdenum, nickel, copper, lead, gold,
diamonds, zinc and other base and precious metals and minerals. |
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FUND CODES: FE:MID 400 /
LL:MID 424 / DSC:MID 425 |
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Invests in high
quality fixed-income securities with maturities of generally not more than one
year while emphasizing capital preservation and liquidity. |
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