Exchange Fund Calculator
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Compare how an Exchange Fund can help diversify your stocks tax-efficiently.
330K
330K
10K
Exchange Fund | Sell and Reinvest | ||
|---|---|---|---|
| Value of your N/A stock | $330,000 | $330,000 | |
No tax triggered - $0 | No tax triggered - $0 | ||
 If you diversify today Your diversified portfolio value today | +0.0% $330,000 | $330,000 | |
+ $0 | + $0 | ||
No tax triggered - $0 | N/A | ||
End of Exchange Fund holding period Your diversified portfolio value in 7 years | +0.0% $330,000 | $330,000 | |
+ $0 | + $0 | ||
- $0 | - $0 | ||
At liquidation After-tax value in 0 years | +0.0% $330,000 | $330,000 | |
Bottom line Hypothetical difference after investment period | $0 | ||