BRUFX Mutual Fund

BRUFX Mutual Fund (Bruce Fund) is managed by The Bruce Fund with $381.7M in net assets. BRUFX expense ratio is 0.64%, holding 43 positions across sectors including Health Care, Utilities, Financials. Inception date: 1968-03-20.

BRUFX performance shows a YTD return of 14.17%. The 1-year return is 27.72% and the 5-year return is 5.10%. BRUFX dividend yield stands at 5.54%, paid annually.

BRUFX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (7.0%), Aercap Holdings N.V. Ordinary Shares (6.8%), Nextera Energy Inc. (6.7%), Allstate Corp. (6.3%), Abbvie Inc. (6.0%). Go to all BRUFX holdings, BRUFX sectors, or BRUFX dividends.

BRUFX can be compared against other funds. Use BRUFX overlap to find shared positions, or BRUFX vs another fund for a side-by-side view. BRUFX alternatives are available via the screener, along with tax-loss harvesting opportunities.