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Bruce (BRUFX) Fund Ranking and Research

Ranking, Research and Recommendation of Bruce (BRUFX) Fund

    Last Trade: $531.93 on 7/30/2015, Change: +1.86 (0.35%)

 

Graph of Bruce Fund (BRUFX) ManagerFund Manager - R. Jeffrey Bruce

Fund Manager Information

Fund Manager Tenure: 31.8 years
Fund Family: Bruce
Fund Category: Moderate Allocation
Fund Performance: May 30, 2015
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Bruce has been president of Bruce & Company since 1974. His growth-oriented investment style emphasizes capital appreciation and turnaround situations. He holds the Chartered Financial Analyst designation.  Get more insights on R. Jeffrey Bruce

 

Graph of Bruce Fund (BRUFX) ProfileBruce Fund (BRUFX) Profile

Fund Profile and Description

Bruce Fund seeks long-term capital appreciation. Bruce Fund invests primarily in domestic common stocks and bonds, including convertible bonds and "zero coupon" government bonds. It may invest, without restriction, in future interest and principal of U.S. government securities, commonly known as "zero coupon" bonds. Bruce Fund invests in domestic common stocks of any capitalization where the overriding strategy is long-term capital appreciation. It may also invest in foreign securities.

 

Bruce (BRUFX) Fund Strength What we like about Bruce (BRUFX) Fund

Data for Bruce Fund (BRUFX) as of May 30, 2015

  • Bruce Fund (BRUFX) management has been with Bruce Fund for 31.8 years
  • Bruce Fund (BRUFX) has good mid-term performance (3-year return 13.26% vs 11.90% Moderate Allocation category median performance)
  • Bruce Fund (BRUFX) has good Long-term performance (5-year return 13.32% vs 10.25% Moderate Allocation category median performance)
  • Bruce Fund (BRUFX) ratio of up-years vs down years is greater than 2
  • Bruce Fund (BRUFX) has a Morningstar rating of 4 and above
  • Bruce Fund (BRUFX) has an annual stock turnover rate of 11.00% vs Moderate Allocation average of 47.26%. It is good that Bruce management does not trade extensively for its return.
  • Bruce Fund (BRUFX) has a lower expense ratio than its Moderate Allocation average: 0.70% vs 0.90%
  • Bruce Fund (BRUFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Bruce Fund (BRUFX) Weakness What we are cautious about Bruce (BRUFX) Fund

Data for Bruce Fund (BRUFX) as of May 30, 2015

  • Bruce Fund (BRUFX) has a less-than-ideal short-term performance (1-year return 1.97% vs 5.97% Moderate Allocation category median performance)
  • Bruce Fund (BRUFX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.5 that is higher than category average of 5.84
  • Asset base in Bruce Fund (BRUFX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Bruce Fund (BRUFX) performance details as of May 30, 2015

 

What do you think?

 

Compare Bruce Fund (BRUFX)Compare with other top Moderate Allocation category mutual funds

Aadditional top Moderate Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Bruce1.981.9713.2613.32
American Funds Inc Fund of Amer R6 (RIDGX)2.625.3213.5012.50Compare
American Beacon Balanced Y (ACBYX)2.716.4614.1311.71Compare
American Funds American Balanced R6 (RLBGX)2.327.6214.4813.11Compare

See top fund managers for Moderate Allocation Category Funds

 

Compare Bruce Fund (BRUFX)Compare with Moderate Allocation category ETFs

Some Moderate Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P Growth Allocation (AOR)3.40%5.89%11.39%

 

Graph of Bruce Fund (BRUFX) Net Asset TrackingBruce (BRUFX) Fund Net Asset

Track net asset change of Bruce fund (BRUFX)

DateNet Asset
05/2015$545.50M
04/2015$546.20M
03/2015$550.69M
More historic net asset information on Bruce Fund (BRUFX)

  

Graph of Bruce Fund (BRUFX) Portfolio TrackingBruce (BRUFX) Fund Portfolio Allocation

Track portfolio allocation change of Bruce fund (BRUFX)

DateCashStockBondOther
03/201519.27%51.9%21.25%0%
12/201423.09%48.62%20.92%0%
09/201420%48.62%18.28%0%
Click here to see more historic asset allocation information on Bruce Fund (BRUFX)

 

graph of Bruce Fund (BRUFX) Top 10 Position TrackingTop 10 Holdings in Bruce (BRUFX) Fund

Discover what Bruce Fund (BRUFX) manager is buying

Mar 30, 2015
Amerco [12.01%]
Mannkind Cv 5.75% [4.06%]
Allstate Corporation (The) Comm [3.23%]
International Business Machines [2.92%]
Airboss of America Corp [2.63%]
Pfizer, Inc. Common Stock [2.21%]
U S Treas Bd Stripped Prin Pmt [2.2%]

Dec 30, 2014
Amerco [10.99%]
Mannkind Cv 5.75% [4.41%]
THE ALLSTATE CORPORATION [3.34%]
U S Treas Bd Stripped Prin Pmt [3.08%]
International Business Machines [3.05%]
Airboss of America Corp [2.77%]
Phoenix Companies, Inc. (The) C [2.58%]
FLOTEK INDUSTRIES, INC. [2.46%]

Sep 29, 2014
Amerco [10.3%]
Mannkind Cv 5.75% [4.74%]
Intermune Cv 2.5% [3.89%]
Flotek Industries, Inc. Common [3.48%]
International Business Machines [3.3%]
Allstate Corporation (The) Comm [2.96%]
Airboss of America Corp [2.75%]
U S Treas Bd Stripped Prin Pmt [2.73%]
Click here for Stock Holding Change Map in Bruce Fund (BRUFX)

  

Latest News on Bruce (BRUFX) Fund

See what is happening with Bruce Fund (BRUFX)

 

Bruce Fund (BRUFX) Related ResourcesSee more information on Bruce (BRUFX) Fund

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