BRUFX Mutual Fund

BRUFX Mutual Fund (Bruce Fund) is managed by The Bruce Fund with $373.9M in net assets. BRUFX expense ratio is 0.64%, holding 43 positions across sectors including Health Care, Utilities, Industrials. Inception date: 1968-03-20.

BRUFX performance shows a YTD return of 16.79%. The 1-year return is 24.53% and the 5-year return is 5.64%. BRUFX dividend yield stands at 5.41%, paid annually.

BRUFX top holdings include Aercap Holdings N.V. Ordinary Shares (7.0%), Allstate Corp. (7.0%), Abbvie Inc. (6.7%), Merck & Company Inc (6.2%), Nextera Energy Inc (6.1%). 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.