BRUCE FUND - Bruce Fund Inc
Shareclass
BRUCE FUND (BRUFX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
BRUCE FUND - Bruce Fund Inc BRUFX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Chemours Co/The0.85% of assets$2.95M invested
- 2. Merck & Co Inc5.45% of assets$18.95M invested
- 3. AbbVie Inc6.58% of assets$22.85M invested
- 4. AT&T Inc3.22% of assets$11.18M invested
- 5. Newmont Corp2.87% of assets$9.99M invested
- 6. Pfizer Inc1.79% of assets$6.23M invested
- 7. Duke Energy Corp5.06% of assets$17.58M invested
- 8. Abbott Laboratories3.97% of assets$13.78M invested
- 9. CMS Energy Corp3.02% of assets$10.49M invested
- 10. AerCap Holdings NV7.45% of assets$25.88M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Insteel Industries Inc3.13% of assets$10.88M invested
- 2. Vicor Corp2.84% of assets$9.86M invested
- 3. Kodiak Sciences Inc1.33% of assets$4.61M invested
- 4. MannKind Corp0.32% of assets$1.11M invested
- 5. Fate Therapeutics Inc0.21% of assets$716,500 invested
- 6. Venture Global Inc0.2% of assets$682,000 invested
- 7. 908 Devices Inc0.1% of assets$358,501 invested
- 8. Supernus Pharmaceuticals Inc1.17% of assets$4.08M invested
- 9. U-Haul Holding Co5.18% of assets$17.99M invested
- 10. U-Haul Holding Co0.99% of assets$3.43M invested
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