Does any one have Exchange fund experience?

來源: RomaVacation 於 2024-07-01 14:44:34 [] [舊帖] [給我悄悄話] 閱讀數 : (620 bytes)
本帖於 2024-07-01 17:07:52 時間, 由普通用戶 RomaVacation 編輯

Morgan stanley only offers Russel 3000 in exchange for one concentrated stock we have. 1/2 米 minimum

But the expense is 1.5-2% /year and locked for 7 years to have the claimed income tax benefit. 

https://www.investopedia.com/terms/e/exchange-fund.asp

With that high expense I am not sure if it is worth it. We prefer exchange into S&P 500  but minimum is $1M. We don't have that much. 

 

 

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