BRUFX – Fund Analysis – Bruce | Morningstar

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Will BRUFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRUFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BRUFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BRUFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

| Jan 30, 2023

A sound investment process and strong management team underpin Bruce's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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