Cache Exchange Fund Details
24 articles
What is the Cache Exchange Fund, and how is it managed?
What are the goals of the Cache Exchange Fund?
What does the Cache Exchange Fund “approximates the Nasdaq-100” mean?
What tax considerations may come up while I’m in the fund? Is there an annual K-1?
What fees are associated with participation in the Cache Exchange Fund?
Are my contributions aggregated for determining my management fee?
From an investor's perspective, what are the advantages of rebalancing with an ETF?
How do Cache Exchange Funds with Index Sync work?
How has Cache vetted the innovation on Index Sync with current regulatory frameworks?
What are the lockup provisions for the Cache Exchange Funds with Index Sync?
What's the difference between "Access" and "Select" funds?
Who is Alpha Architect, and why did Cache choose to partner with them?
What are the tracking error expectations for the exchange funds and the underlying ETF?
How do I check if my stock would be accepted into the Cache Exchange Fund?
Who can participate in the Cache Exchange Fund? Is there a minimum investment?
Which trusts are allowed to contribute stocks to an exchange fund?
How does Cache determine who gets an allocation and how big each fund is?
How many Cache funds currently exist, and what are their enrollment windows?
How do redemptions from the exchange fund work BEFORE seven years?
How do redemptions from the exchange fund work AFTER seven years?
How does Cache’s seven-year holding requirement compare to other providers?
Does the Cache Exchange Fund have a lockup period? Why is it necessary?
Can investors access their funds before the seven-year term ends?
If my stocks are rebalanced into the ETF, can I still redeem within seven years?