All in Exchange Funds

Exchange Fund Holding Period: What Actually Happens During and After 7 Years

Exchange fund 7-year holding period, explained: what you can and can't do, what you get back at year 7, and why it's not the same as a lock-up. Read more

Exchange Fund vs. ETF: Different Ways to Diversify

This article walks through how exchange funds and ETFs differ, where they overlap, and the nuances to keep in mind as you weigh them. Read more

What SpaceX's Insider Trading Policy Gets Right About Employee Wealth

Employees often have most of their wealth tied to company stock. Here’s why exchange fund policies matter and what SpaceX’s approach reveals about modern equity compensation. Read more

Introducing Cobol: Cache's S&P 500 Growth Exchange Fund for Accredited Investors

Cache is launching Cobol, a new Access Series exchange fund benchmarked to the S&P 500 Growth Index. Available to accredited investors with a $100K minimum. First close, 2026. August 5 Read more

The Cache Aperture: what it is, how it works, and when the next one opens

A Cache Aperture is a coordinated close across Cache's Flagship funds, designed to expand capacity for new investors. Here's how it works, who qualifies, and when the next one opens. Read more

David’s Story: Finding a Better Path Out of a Concentrated Position

Diversify concentrated stock positions with a modern exchange fund. See how David moved beyond Tesla equity and why he chose Cache for a flexible, low-fee path forward. Read more

What is an Exchange Fund?

Exchange funds take stocks from multiple investors and pool them into a single fund, giving each investor a stake in the fund. Learn exchange fund requirements and whether they’re right for you. Read more

How Cache Built the Modern Exchange Fund with 99% Correlation

Curious about performance results of our funds? See how UNIX and Bedrock are tracking their benchmarks with high correlation. Updated August 2025. Read more

How do exchange funds work? The ultimate guide

How do exchange funds work? Who offers exchange funds? Are exchange funds a good idea? Get all the answers here. Read more

List of exchange funds — providers and product details

Who offers exchange funds? And how do these products differ? Learn about the providers and product details. Read more