Bruce
20 N Wacker Dr Suite 2414 Chicago IL 60606
Map
Phone: 800-872-7823
| Category: | Moderate Allocation | | Fund Family: | Bruce | | Net Assets: | 208.86M | | Year-to-Date Return: | 31.74% | | Yield: | 3.54% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Oct-83 |
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R. Jeffrey Bruce
Lead Manager since
17-Oct-83 | | | Bruce is president and treasurer of Bruce & CO Inc, positions he has held since October 1983. He is also the chief compliance officer. Bruce has worked as an independent investment manager since 1974. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests primarily in domestic common stocks and bonds, including convertible bonds and ?zero coupon? government bonds. It may invest, without restriction, in future interest and principal of U. S. government securities, commonly known as "zero coupon" bonds. The fund invests in domestic common stocks of any capitalization where the overriding strategy is long-term capital appreciation. It may also invest in foreign securities. |
| Last Dividend
(17-Dec-08):
| 11.52 | | Last Cap Gain
(17-Dec-08):
| 4.08 | | Annual Holdings Turnover
| 15.61% | | Average for Category:
| 82.83% |
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| Expense | BRUFX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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1.27% Nasdaq 0.00%
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