Bruce FundBRUFX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$362.0M
Expense ratio
0.64%
1-year return
+19.6%
3 years, a year
+9.4%
5 years, a year
+5.2%
Holdings
43
What it aims to do.
The investment objective of the Bruce Fund (the Fund) is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Morgan Stanley Institutional Liquidity Funds | 7.02% |
| AER AerCap Holdings N.V. | 6.82% |
| NEE NextEra Energy Inc | 6.67% |
| ALL The Allstate Corporation | 6.30% |
| ABBV AbbVie Inc. | 6.01% |
| MRK Merck & Co., Inc | 5.98% |
| DUK Duke Energy Corp | 5.06% |
| UHAL-B U-Haul Holding Co. | 4.75% |
| XEL Xcel Energy Inc | 3.95% |
| U.S. Treasury Bond Stripped Principal Payment | 3.65% |
More on BRUFX.
- BRUFX overview
- BRUFX holdings
- BRUFX risk
- BRUFX costs
- BRUFX money in and out
- BRUFX share classes
- Compare BRUFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.