Welcome to the Bruce Fund (Ticker: BRUFX)

2021 Important Tax Information

For 2021, the Bruce Fund paid an Income Dividend of $9.7481 per share and Short-Term Capital Gain of $1.9481. As shown on your IRS Tax Form 1099 DIV, $10.1449 or 86.74% is Qualified Dividend Income. In addition, $1.2692 or 13.02% of the Income Dividend was derived from U.S. Treasury Obligations.

The Fund paid a Long-Term Capital Gain of $50.2761.

Please consult your tax advisor on how this may impact your tax return.

Daily NAV as of TBD

Ticker NAV

Return and share price will fluctuate and redemption value may be more or less than original cost. Please read the prospectus for more complete information including management fee and expenses.


You can now access your account balances, transaction history, and get your statements and other documents electronically. Click on the "view my account" button on the home page to sign up for access.