BRUFX – Bruce Investment Strategy

Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BRUFX	Bruce Fund	No Load	Open			Mar 20, 1968	$373.69M	0.640%	Average	$1,000	−$42.73M

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Bruce Fund BRUFX Strategy

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