BRUFX Mutual Fund (Bruce Fund) is managed by The Bruce Fund with $375.3M 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 14.62%. The 1-year return is 27.69% and the 5-year return is 5.39%. BRUFX dividend yield stands at 5.51%, paid annually.

BRUFX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (7.0%), AerCap Holdings N.V. Shs (6.8%), Nextera Energy Inc. (6.7%), Allstate Corp. (6.3%), Abbvie Inc (6.0%). View all BRUFX holdings, sector breakdown, or dividend history.

BRUFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRUFX alternatives are available via the screener, along with tax-loss harvesting opportunities.