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Bruce (BRUFX) Fund Ranking and Research

Ranking, Research and Recommendation of Bruce (BRUFX) Fund

    Last Trade: $507.05 on 4/29/2016, Change: -0.26 (-0.05%)

 

Graph of Bruce Fund (BRUFX) ManagerFund Manager - Robert B. Bruce

Fund Manager Information

Fund Manager Tenure: 32.6 years
Fund Family: Bruce
Fund Category: Moderate Allocation
Fund Performance: Mar 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (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 Robert B. 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 Mar 30, 2016

  • Bruce Fund (BRUFX) management has been with Bruce Fund for 32.6 years
  • Bruce Fund (BRUFX) has good short-term performance (1-year return 1.92% vs -2.54% Moderate Allocation category median performance)
  • Bruce Fund (BRUFX) has good mid-term performance (3-year return 9.49% vs 5.46% Moderate Allocation category median performance)
  • Bruce Fund (BRUFX) has good Long-term performance (5-year return 8.53% vs 5.98% 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
  • Asset base in Bruce Fund (BRUFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Bruce Fund (BRUFX) has an annual stock turnover rate of 14.00% vs Moderate Allocation average of 55.05%. 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: 0.68% vs 0.89%
  • 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 Mar 30, 2016

  • Bruce Fund (BRUFX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.18 that is higher than category average of 7.85
See Bruce Fund (BRUFX) performance details as of Mar 30, 2016

 

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
Bruce2.121.929.498.53
American Funds Income Fund of Amer R6 (RIDGX)3.120.797.168.22Compare
Thrivent Balanced Income Plus I (IBBFX)1.32-2.006.376.52Compare
ASTON/Montag & Caldwell Balanced I (MOBIX)0.852.816.537.20Compare

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 Core Growth Allocation (AOR)1.47%-1.34%5.51%

 

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

Track net asset change of Bruce fund (BRUFX)

DateNet Asset
03/2016$563.98M
02/2016$544.71M
01/2016$539.72M
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
12/201525.54%45.68%22.03%0%
09/201521.32%49.02%22.17%0%
06/201521.34%49.03%20.99%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

Dec 30, 2015
Amerco [10.83%]
Duke Energy Corporation (Holdin [3.88%]
NextEra Energy, Inc. Common Sto [3.77%]
Mannkind Cv 5.75% [3.15%]
CMS Energy Corporation Common S [2.94%]
U S Treas Bd Stripped Prin Pmt [2.84%]
Allstate Corporation (The) Comm [2.81%]
Xcel Energy Inc. Common Stock [2.6%]

Sep 29, 2015
Amerco [12.89%]
Mannkind Cv 5.75% [3.56%]
International Business Machines [3.17%]
Allstate Corporation (The) Comm [2.65%]
Duke Energy Corporation (Holdin [2.62%]
U S Treas Bd Stripped Prin Pmt [2.14%]
Pfizer, Inc. Common Stock [2%]

Jun 29, 2015
Amerco [12%]
Mannkind Cv 5.75% [4.06%]
International Business Machines [3.58%]
Allstate Corporation (The) Comm [2.98%]
U S Treas Bd Stripped Prin Pmt [2.68%]
Supernus Pharmaceuticals, Inc. [2.16%]
Pfizer, Inc. Common Stock [2.15%]
Merck & Company, Inc. Common St [2.09%]
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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