Bruce Fund (BRUFX)
DATA ON THIS PAGE AS OF 07/31/10

MAXratings/Outlook
Overall: 94 OUT OF 100 EXCELLENT
Expenses:
83
Performance:
82
Management:
77
MAXmetrics:
50
Category:
64
Outlook: 7% EXPECT. RET.
12 MONTHS
Best Case: 32%
Worst Case: -50%
Basic Info
Category: U.S. Balanced
Type: No Load
Min. Invest: $1000
Exp. Ratio:  0.93%
Assets:  $227M
Launch:  1983
Expenses
Total Cost:
Cost Per $10,000:
3-Year:  $313
5-Year:  $549
10-Year:  $1,250
Loads and Fees:
Initial:  NONE
Deferred:  NONE
Redemption:  NONE
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Performance

Average Annualized Returns


 
1-YEAR 16.63%
77%
3-YEAR -0.35%
68%
5-YEAR 3.44%
67%
 

Average Annualized Returns vs. Similar Funds


 
1-YEAR 4.64%
97%
3-YEAR 2.03%
73%
5-YEAR 1.55%
87%
 
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Management

Fund Manager:
Robert B. Bruce
Since:
10/83
Fee & Risk Adjusted:
Family Advantage:
MAXmetrics

Risk Level:
Hot Money Index:
Fat Fund Index:
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Category U.S. Balanced

Category Hot Money:
Category Fat Fund:
Cat. Outperform:
Portfolio

Style:
Diversification Index:
Turnover Ratio:
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Resources

Contact Info:
Bruce
20 N Wacker Dr, Ste 2414
Chicago, IL 127
800 872-7823
NTF Availability:
NO NTF AVAILABILITY
More On BRUFX On:
GOOGLE FINANCE
SMARTMONEY
MORNINGSTAR
YAHOO FINANCE
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