A strong management team and sound investment process underpin Bruce's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
NAV / 1-Day Return
616.68 / 0.20 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—70% to 85% Equity
Investment StyleLarge Value
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Analysis BRUFX
Will BRUFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.