Investors face big tax bills for these mutual funds
Bruce Fund
Ticker: BRUFX
Inception date: 3/20/1968
Capital gain in 2022: 58.7%
This fund invests in domestic stocks and bonds, along with zero-coupon government bonds. It has currently about $505 million in assets, and its price declined 20% last year. With a current NAV of $520, an investor with 10 shares worth would have a capital gains bill of about $3,100 to pay taxes on.