Capital Preservation & Growth Fund FAQ
Q: How does it work?
A: The Growth Fund features the same rates and terms as our Income Fund, however the interest is reinvested monthly, generating compounding interest.
Q: When is the interest reinvested?
A: Accrued interest is reinvested as principal on the first of every month.
Q: How is the interest reported?
A: Interest accrued and reinvested is reported annually on a form 1099-INT.
Q: Can I invest in the Growth Fund using a retirement account?
A: Yes. You can invest using a Self-Directed IRA/Roth IRA. Stadia will even pay for the account fees when using our preferred custodian.
Q: Can I switch to the Income Fund to begin receiving the monthly interest?
A: Yes. You can change your fund election anytime by submitting a new Return of Interest & Principal form and selecting Capital Preservation & Income in Section 2.
Learn More About Our Certificate of Investment
Get our free, no-obligation Investment Overview that shows how our Certificates of Investment could be the ideal choice for your portfolio. In it you’ll learn:
- Fifteen (15) reasons our Investment Certificates differ from other products in your portfolio.
- Easily compare key features and risks between popular investment products.
- How Stadia Capital could be a great partner for your fixed income investment strategy.
