All Collections
Cache Exchange Fund Details
16 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?
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?
Does Cache offer multiple funds, or is it one fund with different enrollment windows?
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?