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Interval Funds and Nontraded Closed-End Funds: Defined and Demystified

Interval Funds and Nontraded Closed-End Funds: Defined and Demystified

January 16, 2017

Although still not as widely used in the financial services sector as nontraded REITs, BDCs and mutual funds; interval funds and nontraded closed-end funds are growing quickly. Why are they gaining popularity? Perhaps if we define and differentiate these fund types, we can better understand the answer to that question.

Interval Funds: A Growing Industry, but What Are They?

August 15, 2016

You may have heard the term “interval fund” frequently over the past couple years. Many broker dealers have recently brought interval funds onto their platform as of late. Much more education needs to happen in the marketplace to understand interval funds and how they work. We will delve into the terminology surrounding these newly popular funds and provide some basic education in this post.