CRSP US Small Cap on Frec

Historical harvest rate

44%

Based on historical simulations, a $100k investment may generate $44k in losses over 3.5 years.

How it works

Classic direct indexing allows you to track the performance of an index fund by holding its underlying stocks. This lets you harvest losses on individual stocks, which can be used to offset gains and lower your tax bill.

Resources

15 min read•Sep 15, 2023

White paper: What is Direct Indexing? How Frec's algorithm works

17 min read•Apr 1, 2024

The Direct Indexing Handbook

FAQs

Help center

White paper: What is Direct Indexing? How Frec's algorithm works

The Direct Indexing Handbook

Do I own the individual stocks within my direct index?

How much could I tax loss harvest? How does that compare to ETFs?

What can I customize with a direct index?

How does Frec track the index? How much tracking error will there be?

How much does it cost to direct index on Frec?

Can I fund my direct index with existing stocks?

Does direct indexing make filing my taxes harder?