"The interval fund structure is well suited to the municipal market throughout a cycle," said Alex Petrone, Rockefeller Asset Management's director of fixed income. A trio of interval funds new to the ...

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, ...

Evaluate whether the product is right for you and the level of risk you're willing to accept with your investments. By FINRA Staff – Feb 5, 2025 at 5:45AM EST Interval funds are closed-end investment ...

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 ...

Since the global financial crisis, fund managers have explored new vehicles to tap into the private markets. A new wrapper aims to offer diversified opportunities. But no investment opportunity comes ...

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 ...