Middlefield Funds
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Income Plus Class    
Profile   Highlights

The Fund's objective is to provide a stable level of income while emphasizing capital preservation. The Fund invests in a diversified portfolio of fixed-income and equity securities.

Over several decades, dividends have benefited investors by accounting for approximately two-thirds of total equity returns and dampening the volatility associated with investing in equities. In addition, dividends from Canadian corporations have become increasingly tax efficient and are taxed at a lower rate than interest income. We continue to believe that companies offering high levels of sustainable income will attract significant investor interest and receive premium valuations, especially within an environment of relatively low interest rates and a Canadian market with few alternatives for investors seeking yield.

The Fund is authorized to issue series of shares designated as Series A and Series F class.

Fund Codes: FE:MID800 / LL:MID849
DSC:MID850 / F Series:MID801
Inception Date: September 21, 2000
Eligibility: RRSPs, RRIFs, DPSPs, RESPs and TFSAs
See Simplified Prospectus ( English  / French  )
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Lead Portfolio Managers   In the Spotlight
Rob Lauzon
Robert F. Lauzon
View Bio
Dean Orrico
Dean Orrico
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Middlefield Market Commentary 
Shane Obata tells the Globe & Mail his top cyclical stock picks 
Wealth Professional: Dean Orrico, Why Middlefield Capital is relishing return of volatility 
Wealth Professional: Rob Lauzon, Dividend play 
Globe & Mail: Rob Lauzon, Bargain dividend stocks worth checking out 
Income Plus: Investor Update 
Wealth Professional: Dean Orrico, Where are the attractive opportunities on today's investment landscape? 
Globe and Mail: In search of stability in volatile markets 
Reuters: YOUR PRACTICE-Canadian investors look south for growth 
Investment Executive: Dean Orrico, Best opportunities for growth are outside Canada 
Award Winning Income Plus Mutual Fund 
Top balanced funds over 10 years: Middlefield Income Plus 
Income Plus Class Receives 5-star Rating from MorningStar 
Income Plus Class - FundGrade A rating from Fundata  
Income Plus Class Wins Two Lipper Fund Awards 
CANADA TIP SHEET: Nasr Favors REITS with Good Organic Growth
The Wall Street Journal - October 11, 2011
5-star rating from Globefund
We are pleased to announce that Middlefield Income Plus Class mutual fund has received a 5-star rating from Globefund with a 1-year return of 10.89% (August 16, 2011).
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