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Morningstar

Bruce

Bruce Parent Rating

Average
Morningstar Manager Research

Bruce has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

An area of strength at Bruce is its tenured portfolio management team, which boasts 40 years of average asset-weighted tenure at the firm. This experience builds confidence as long-tenured managers have been through multiple market cycles. The Bruce roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.

Bruce Investments

Mutual Funds

See All Bruce Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

436.17 Mil

Investment Flows (TTM)

−92.69 Mil

Asset Growth Rate (TTM)

−18.16%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Bruce84
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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