Bruce Fund (BRUFX) - Allocation--70% to 85% Equity fund with $533.45 Million in assets. The fund allocates 59.43% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Morgan Stanley Institutional Liquidity Fund - Government Portfolio at 10.91% of total assets. This is followed by U-Haul Holdings Co. (5.56%) and Merck Co., Inc. (4.29%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Morgan Stanley Institutional Liquidity Fund - Government Portfolio | 10.91% | - | - |
| U-Haul Holdings Co. | 5.56% | - | - |
| Merck Co., Inc. | 4.29% | - | - |
| AbbVie, Inc. | 6.57% | - | - |
| Duke Energy Corp. | 5.27% | - | - |
| NextEra Energy, Inc. | 6.23% | - | - |
| Allstate Corp. | 6.70% | - | - |
| CMS Energy Corp. | 5.17% | - | - |
| ATT, Inc. | 4.77% | - | - |
| Abbott Laboratories | 3.96% | - | - |
| AerCap Holdings NV | 6.18% | - | - |
| Xcel Energy, Inc. | 4.03% | - | - |
| AerCap Holdings N.V. | 7.44% | - | - |
| Allstate Corporation (The) | 6.58% | - | - |
| Merck Company, Inc. | 5.45% | - | - |
| U-Haul Holding Company | 5.17% | - | - |
| Duke Energy Corporation | 5.05% | - | - |