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BRUFX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$534.98
Change
+$1.78 (+0.33%)
Net Assets
345.62M

BRUFX Bruce Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ABBVIE (NYSE:ABBV), Abbott Laboratories (NYSE:ABT), Merck & Co (NYSE:MRK), Nextera Energy Inc (NYSE:NEE).

Industry description

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. The fund may invest, without restriction, in future interest and principal of U.S. government securities, commonly known as "zero coupon" bonds.

Market Cap

The average market capitalization across the Bruce MF is 146.74B. The market cap for tickers in the group ranges from 21.64B to 365.13B. ABBV holds the highest valuation in this group at 365.13B. The lowest valued company is CMS at 21.64B.

Volume

The average weekly volume growth across all stocks in the Bruce MF was 93%. For the same stocks of the MF, the average monthly volume growth was 45% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 53
P/E Growth Rating: 57
Price Growth Rating: 37
SMR Rating: 53
Profit Risk Rating: 40
Seasonality Score: -25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Bruce Fund Inc20 N Wacker Dr, Suite 2414Chicago
Phone
N/A
Web
www.thebrucefund.com
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BRUFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BRUFX has been closely correlated with FIFAX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRUFX jumps, then FIFAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRUFX
1D Price
Change %
BRUFX100%
+0.33%
FIFAX - BRUFX
83%
Closely correlated
N/A
FFIFX - BRUFX
83%
Closely correlated
N/A
RIDHX - BRUFX
83%
Closely correlated
N/A
RIEBX - BRUFX
83%
Closely correlated
N/A
FAIFX - BRUFX
82%
Closely correlated
N/A
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