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Exchange Fund Management
11 articles
Who manages the Cache Exchange Fund?
How does your fund attempt to track the Nasdaq-100? Does it hold all the names in the index?
Is the Cache Exchange Fund rebalanced quarterly, like the Nasdaq-100?
How many investors typically comprise a specific Cache fund?
What is the investment strategy regarding the real estate component of the funds?
Who manages the real estate investments and how are they financed?
What are the ongoing fees associated with real estate investment holdings?
What happens to the real estate holdings when I redeem after 7 years?
How does tax-loss harvesting work within the exchange fund?
How are dividends and capital gains handled within the Cache Exchange Fund?
How do early redemptions affect risk and the balance within the portfolio?