All Collections
Exchange Fund Participation
20 articles
Is it better to contribute stocks with a lower cost basis or a higher cost basis?
How does the Cache Exchange Fund compare to exchange funds from other providers?
How does an exchange fund compare to strategies like direct indexing for concentrated stock positions?
Can I contribute unvested equity like RSUs or options?
Can I contribute stock from the company where I work?
My shares are from an ESPP – are there any special considerations?
Can I borrow money against my exchange fund shares? What are the rates?
What disclosures should investors be aware of?
Can I pick specific shares and lots to transfer to Cache?
How do you transfer shares from other brokerages to the Cache Exchange Fund?
What is Tax Lot Relief? Where can I set it up?
Is there a complete breakdown of all the fees?
What's the difference between DTC Transfer and ACATS Transfer?
What's the process for joining an exchange fund? And how long does it take?
How would my cost basis be applied to a disbursed basket of shares after maturity?
After I join the fund, is there anything I need to do for my taxes?
How is the fund's performance (NAV) calculated and reported to investors?
How does the cost basis for the redeemed portfolio get reported?
Do I get to see the value of my shares regularly?
Could an investor's contributions be forced to be sold, triggering a taxable event?