MFU RRIF

target return is 6% a year generated from regular distributions

Rate of Return: 7.234%

Initial Value $25000

January 1, 2009

Original Issue

Update Value $36990.09

August 11, 2014

Update Issue

Cash flow and capital preservation are the goals. The portfolio is designed to provide enough income to avoid dipping into capital for as long as possible, while shielding investors from heavy losses in market downturns. The target return is approximately 6% a year, with as much of that return being generated from regular distributions.