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Bruce Fund, Inc.: (MF: BRUFX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$517.45 USD
+2.88 (0.56%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
Bruce and Co manages the fund. The fund seeks long-term capital appreciation. The fund seeks to achieve the objective by investing primarily in domestic common stocks and bonds, including "zero coupon" government bonds. The fund manager attempts to position the fund where it sees the best capital appreciation opportunity. The fund invests in domestic common stocks of any capitalization where the overriding strategy is long-term capital appreciation. Both growth and value criteria are used to determine and select those stocks affording capital appreciation potential. The fund distributes quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Bruce Fund | BRUFX | NA | NA | 0.00 | 0.00 | 0.53 | 0.69 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Bruce Fund | BRUFX | 517.45 | 10/31/1983 | 0.00 | 3.32 | -0.82 | 5.39 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Bruce Fund | BRUFX | 1000 | 500 | 1000 | A |
Contact Information
| Family | Bruce |
| Address | 20 N Wacker Dr, Ste 2414 Chicago, IL 60606 |
| Phone | 800 872-7823 |