Middlefield Mutual Funds

Mutual Funds

Overview


Middlefield Mutual Fund Family

Middlefield Income Plus Class FUND SYMBOL: FE:MID 800 / LL:MID 849 / DSC:MID 850 / F Series: MID 801

	Provides stable income and capital preservation through a diversified portfolio of equity and fixed-income securities.

	5-star rating (Morningstar April 24, 2013)

Groppe Tactical Energy Class FUND CODES: FE:MID 125 / LL:MID 127 / DSC:MID 130 / F Series:MID 126

	Leveraging the strong track record of Middlefield and expertise of Groppe, Long & Littell, this fund invests in the international oil and gas sector.

	4-star rating (Morningstar April 24, 2013)

Middlefield Precious Metals Class FUND SYMBOL: FE:MID 170 / LL:MID 174 / DSC:MID 175 / F Series: MID 171

	Provides long-term growth of capital by investing in securities of companies that are engaged in the exploration and production of precious metals.

ActiveIndex REIT Class FUND CODES: FE:MID 600 / LL:MID 649 / DSC:MID 650 / F Series:MID 601

	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.

Middlefield Canadian High Yield Class FUND CODES: FE:MID 300 / LL:MID 349 / DSC:MID 350 / F Series:MID 301

	Invests in high yielding Canadian securities focusing on fixed income.

Middlefield Global Agriculture Class FUND CODES: FE:MID 161 / LL:MID 163 / DSC:MID 166 / F Series: MID 162

	Invests in securities with high growth potential operating in the agricultural sector and employs a value-oriented strategy.

Middlefield Canadian Dividend Growth Class FUND CODES: FE:MID 148 / LL:MID 449 / DSC:MID 450 / F Series: MID 149

	Invests in Canadian equity income securities with high growth potential.

Uranium Focused Metals Class FUND CODES: FE:MID 210 / LL:MID 219 / DSC:MID 220

	Invests in securities of companies engaged in the exploration and production of uranium and other metals and minerals.

Middlefield Short-Term Income Class FUND CODES: FE:MID 400 / LL:MID 424 / DSC:MID 425

	Provides interest income, while emphasizing capital preservation and liquidity by investing in high quality fixed-income securities with maturities of generally not more than three years.


	Trade-Matching Statement