Opportunity Fund

Portfolio Comparison

Traditional stock portfolio versus investment in the Opportunity Fund — what an investor gets after 10 years on a $100,000 stake assuming 7% annual appreciation.

Opportunity Fund

Overview
Opp Zone Beginning
Tax Advantages
Fund Timeline
Portfolio Comparison
1031 Exchange Comparison
General Rules

Side-by-side example

Traditional stock portfolio: investor earns a profit of $32,375 after tax.
Opportunity Fund: investor earns a profit of $73,485 after tax.

The figures above assume a 23.8% long-term capital gains rate (20% federal capital-gains tax plus 3.8% net investment income tax) and a 10-year hold. Assumptions are illustrative only and should not be construed to reflect the actual results of an individual investor.

Need more detail on the Opportunity Fund? Contact our team — or browse the FAQs.