check out Exchange Fund

来源: 2024-03-02 21:24:15 [旧帖] [给我悄悄话] 本文已被阅读:

An exchange fund, also known as a swap fund, is an arrangement between concentrated shareholders of different companies that pools shares and allows an investor to exchange their large holding of a single stock for units in the entire pool's portfolio. Exchange funds provide investors with an easy way to diversify their holdings while deferring taxes from capital gains.