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What is an exchange fund?

Learn the basics

What is an Exchange Fund?

Is an exchange fund right for you? Learn what they do, see benefits and drawbacks, and find answers to all your basic questions.

Get into the details

How do exchange funds work? The ultimate guide

Get a detailed view inside exchange funds. This definitive guide includes examples and details from setup to redemption to taxation.

Dive into the details

2024 in Review: A Year of Growth and (Out)Performance

Discover how Cache Exchange Funds achieved exceptional performance in 2024, surpassing the Nasdaq-100 benchmark with superior risk-adjusted returns, while allowing for faster diversification, lower fees, and lower minimums. Explore our innovative approach to democratizing exchange funds.

Make better decisions for managing your large stock positions.

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Exchange Fund Calculator

See the benefits of an exchange fund for your diversification needs

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Learn how a Collar Advance allows you to liquidate stock without having to sell it, lose its upside, or pay upfront taxes.

A Complete Guide

Collar Advance: A Simpler Approach to Prepaid Variable Forward Contracts

How to reduce your capital gains taxes when selling appreciated stocks

Balance your portfolio

5 Effective Ways to Diversify a Concentrated Stock Position

Learn all about DAFs

Why Every Investor Should Consider A Donor-Advised Fund

Exchange Funds vs 351 ETF Conversions: Key Differences for Investors

To sell or not to sell (your RSUs)? Consider these key factors.

A Framework to Assess Concentration Risk

How much of one stock should you hold?

Our Q3 Update

Six Months Later: Cache Exchange Fund Performance Update

Our “Select” fund series for Qualified Purchasers

Announcing our ‘Select’ Exchange Funds for Qualified Purchasers

Comparing the definitions of accredited investor and qualified purchaser side by side to understand the meaning and benefits.

Learn about your investor status

Accredited Investors and Qualified Purchasers Made Simple

Image showing what it looks like when one stock creates concentration risk because it makes up too much of a portfolio.

We’re open for business

Introducing the Cache Exchange Fund: Making tax-deferred diversification broadly accessible

Image showing an exchange fund compared to a direct indexing strategy.

Diversify your stocks

Exchange funds vs. direct indexing for large stock positions

Image depicting exchange funds from Morgan Stanley, exchange fund provider Eaton Vance, and Goldman Sachs’ exchange funds.

See your choices

List of exchange funds — providers and product details

Image showing the most common types of equity compensation and stock-based compensation, like RSUs, ESPPs, and Options.

Understand your stock compensation

Understanding Equity Compensation: An Employee's Guide

Looking to diversify a large stock position? Get an introduction to our talented investment team, their stories, and what drives their investing philosophies.

Look inside Cache

Meet the Cache Investment Team

Leading with trust

How Cache secures your assets while protecting your wealth

Stock lending explained: How to earn passive income from stocks you own

Stock lending 101

Stock lending: How to earn passive income from your stocks

See how tax drag can slow the growth of your portfolio

Get tax efficient

Managing tax drag when diversifying your portfolio

Got concentration risk? How to identify and manage it.

Build a better portfolio

Managing concentrated stocks? Understand the risk and strategies

Read a real-life case study

Eric’s Journey: How Cache Helped Protect Wealth as the Market Turned