Performance
At Matco, our objective is to provide solid long-term growth without exposing our clients to unnecessary risk.
MFi Funds Performance (as of July 30, 2010)
| Fund | 1 Month |
3 Month |
6 Month |
YTD | 1Yr | 3Yr | 5Yr | Inception |
|---|---|---|---|---|---|---|---|---|
| MFi Balanced Fund | ||||||||
| Series A | 2.63% | -0.10% | 3.54% | 1.67% | 10.83% | n/a | n/a | 0.42% |
| Series F | 2.73% | 0.15% | 4.15% | 1.09% | 11.25% | n/a | n/a | -1.05% |
| Series O | 2.81% | 0.41% | 4.70% | 2.87% | 12.42% | n/a | n/a | -0.01% |
| Cdn Neutral Balanced Index | 2.37% | -1.24% | 2.64% | 1.01% | 7.48% | n/a | n/a | -0.92% |
| MFi Canadian Equity Fund | ||||||||
| Series A | 3.60% | -2.34% | 8.04% | 2.29% | 17.81% | n/a | n/a | -1.95% |
| Series F | 3.72% | -2.05% | 8.72% | 2.89% | 18.05% | n/a | n/a | -2.13% |
| Series O | 3.77% | -1.78% | 9.23% | 3.49% | 19.24% | n/a | n/a | -0.88% |
| S&P/TSX Comp. TRI | 3.96% | -3.38% | 7.04% | 1.31% | 11.68% | n/a | n/a | -2.73% |
| MFi Energy Fund | ||||||||
| Series A | 5.22% | -7.15% | -2.69% | -2.87% | 25.82% | n/a | n/a | -1.86% |
| Series F | 5.34% | -7.23% | -1.93% | -2.12% | 27.48% | n/a | n/a | -3.43% |
| Series O | 5.37% | -6.94% | -1.42% | -1.52% | 28.67% | n/a | n/a | -2.13% |
| S&P/TSX Energy | 3.90% | -5.90% | 1.30% | -5.10% | 7.20% | n/a | n/a | -5.40% |
| MFi Small Cap Fund | ||||||||
| Performance data is not available as securities regulations prohibit publishing performance data less than one year old. | ||||||||
| Nesbitt Burns Small Cap Index | -6.8% | 1.6% | 10.5% | 4.2% | 43.6% | n/a | n/a | n/a |
Daily unit values and performance data is available through Globe Fund and Morningstar.
