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Middlefield Income Plus Class F

MID801
17.53
+0.08
+0.45%
2018-09-21
5 Years
  • Previous Close

    17.45

  • Net Assets

    42.42M

  • Yield

    4.82%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Middlefield Limited

Fund Style

Open

Fund Manager

Robert Lauzon

Investment Style

Large Value

The fund's objective is to provide a stable level of income while emphasizing capital preservation.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA NA
Initial Purchase: AIP 500

Inception

2011-06-21

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