Growing interval funds are bucking the trend of outflows from most actively managed strategies. Interest is surging as everyday investors look for yield in illiquid assets. But interval funds’ complex ...

Assets in interval funds surged to $98 billion by the end of 2024, marking a 31% increase from the previous year, according to new research from Cerulli Associates. While the structure’s expansion is ...

Over the past five years, the interval fund market has experienced growth, as the structure has attracted both managers and investors by expanding access to illiquid alternative investments in a ...

For years, interval funds sat quietly on the periphery amidst the alternative investment space, a niche product known to few and used by even fewer. For Kimberly Flynn, President of XA Investments, ...

An interval fund is a type of closed-end mutual fund that doesn’t trade on public exchanges, but they do have ticker symbols. Interval funds are among a broader class of limited liquidity ...