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Quantitative rating as of
NAV / 1-Day Return
616.68  /  0.20 %
Total Assets
536.8 Mil
Adj. Expense Ratio
0.660%
Expense Ratio
0.690%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Allocation—70% to 85% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.58%
Turnover
6%

Morningstar’s Analysis BRUFX

Will BRUFX outperform in future?

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

Summary

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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.

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