Welcome to the Bruce Fund (Ticker: BRUFX)

2023 Important Tax Information

For 2023, the Bruce Fund paid an Income Dividend of $15.7868 per share. As shown on your IRS Tax Form 1099 DIV, $10.4662 or 66% is Qualified Dividend Income. In addition, $.7609 or 4.82% of the Income Dividend was derived from U.S. Treasury Obligations.

The Fund paid a Long-Term Capital Gain of $16.661

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.