Exchange Fund (swaps)

By |2013-09-23T16:14:59+00:00September 23rd, 2013|

This investment vehicle introduced in 1999 and appeals to wealthy investors with large holdings (with low stock cost basis) in a single stock who want to diversify without paying capital gains taxes. These funds allow investors to exchange their stock for shares in the diversified portfolio of stocks in a tax-free transaction.

 

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