BRUFX Mutual Fund
BRUFX Mutual Fund
NAV$650.31
AUM$382M
TER0.64%
Holdings43
See how much of BRUFX you already own
BRUFX Mutual Fund
NAV$650.31
Bruce Fund
AUM$382M
TER0.64%
Holdings43
See how much of BRUFX you already own
BRUFX Mutual Fund Overlap Analysis
BRUFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRUFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, BRUFX may share significant positions with broad-market funds.
BRUFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRUFX tax-loss harvesting finds highly correlated but non-identical funds.