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How does tax-loss harvesting work within the exchange fund?
How does tax-loss harvesting work within the exchange fund?
Updated over a week ago

As a general principle, the fund does not intend to sell securities contributed by its investors.

However, there might be tax-loss harvesting opportunities presented when certain securities fall below their cost basis, which creates a beneficial realization for the investor and the fund. In those cases, we would work with the investor to determine an appropriate course of action.

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