How much income did the Bruce fund earn in 2023?

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

What is Bruce fund's Expense ratio?

Bruce Fund has an expense ratio of 0.67 percent. Risk is Above Average compared to funds in the same category according to Morningstar. Volitility measures reflect the uncertainty or risk of change in a security`s value. Quotes delayed at least 15 minutes. Market data provided by Xignite. Fund data provided by Xignite and Morningstar.

How much has Bruce fund returned in the past year?

The fund has returned -5.61 percent over the past year, 2.95 percent over the past three years, 5.31 percent over the past five years, and 6.20 percent over the past decade. Fees are Below Average compared to funds in the same category. Bruce Fund has an expense ratio of 0.67 percent.