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Morningstar

Bruce

Bruce Parent Rating

Average
Morningstar Manager Research

Bruce is an industry-standard asset manager, leading to an Average Parent Pillar rating.

Bruce's longest-tenured portfolio management is worth mentioning, which boasts 40 years of average asset-weighted tenure. In general, seasoned teams tend to have more experience in both up and down markets. 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
Bruce79
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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