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Bruce Message Board

  • yitz99 yitz99 Oct 2, 2007 8:17 AM Flag

    fund strategy?

    What exactly do these folks do? They are certainly not marching in anyone else's parade. I would just like to understand what is going on - more or less.

    The fund has some very appealing points:
    (1) stellar results
    (2) Forbes gives them an A+ rating for both bull and bear markets. No other fund achieved that.
    (3) Reasonable expense ration of 0.94%
    (4) Rock steady management from Bruce and Bruce.

    asset allocation:
    Cash 24.52%
    Stocks 37.49%
    Bonds 22.23%
    Preferred 1.04%
    Convertible 14.72%

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