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Jun 06 2025

A Brief Look At Interval Funds

  • Jun 6, 2025

Developed due to the growing interest in private debt and equity, these vehicles offer a degree of liquidity and transparency within a regulated, standardized fund format. While fees and expenses are lofty versus OEFs and ETFs, interval funds’ relatively high current income may be very appealing to some.

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About The Author

Scott Opsal / Director of Research & Equities