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BRUFX Bruce Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Abbott Laboratories (NYSE:ABT), 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 143.43B. The market cap for tickers in the group ranges from 17.91B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is CMS at 17.91B.

Volume

The average weekly volume growth across all stocks in the Bruce MF was 3%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 64%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 61
Price Growth Rating: 45
SMR Rating: 57
Profit Risk Rating: 32
Seasonality Score: 61 (-100 ... +100)
View a ticker or compare two or three
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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 RIDEX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRUFX jumps, then RIDEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRUFX
1D Price
Change %
BRUFX100%
+1.01%
RIDEX - BRUFX
73%
Closely correlated
+0.66%
RIDCX - BRUFX
73%
Closely correlated
+0.62%
RIDAX - BRUFX
73%
Closely correlated
+0.62%
RIDFX - BRUFX
73%
Closely correlated
+0.62%
RIDBX - BRUFX
72%
Closely correlated
+0.63%
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