5 / 5 Stars
5 5 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#1 in Conservative Allocation
U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.46 percent over the past year, 11.36 percent over the past three years, 21.23 percent over the past five years, and 10.93 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.6%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||10.9%|
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 may invest in domestic common stocks of any capitalization, although the adviser will focus on smaller companies, as well as micro-cap securities. It may invest in foreign securities, either directly, or through the use of American Depository Receipts ("ADRs") or Global Depository Receipts ("GDRs").
Fees are Average compared to funds in the same category.
Bruce Fund has an expense ratio of 0.75 percent.
Risk is High compared to funds in the same category according to Morningstar.