Bruce Fund is trading at 507.23 as of the 31st of January 2025; that is 0.79 percent increase since the beginning of the trading day. The fund's open price was 503.23. Bruce Fund has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests primarily in domestic common stocks and bonds, including convertible bonds and zero coupon government bonds. The fund may invest, without restriction, in future interest and principal of U.S. government securities, commonly known as zero coupon bonds. More on Bruce Fund Bruce
Bruce Fund Bruce [BRUFX] is traded in USA and was established 31st of January 2025. Bruce Fund is listed under Bruce category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Bruce family. This fund currently has accumulated 533.45 M in assets under management (AUM) with minimum initial investment of 1 K. Bruce Fund Bruce is currently producing year-to-date (YTD) return of 0.29% with the current yeild of 0.03%, while the total return for the last 3 years was 0.0%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on BRUCE Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding BRUCE Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bruce Fund Bruce Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in BRUCE Mutual Fund
Bruce Fund financial ratios help investors to determine whether BRUCE Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BRUCE with respect to the benefits of owning Bruce Fund security.