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Exchange Fund Basics
10 articles
What are exchange funds, and what are the benefits of participation?
How does the process work to join an exchange fund?
How is an exchange fund different from an ETF?
Does an exchange fund sell the stocks I contribute to create a diversified portfolio?
How does an exchange fund help me avoid tax drag?
How does an exchange fund reduce my concentration risk?
Does contributing to an exchange fund create a taxable event?
What happens when stocks I contribute to the exchange fund go up or down?
What is an in-kind contribution?
What are the risks of participating in an exchange fund?