SPY+0.8%
QQQ+1.2%
DIA-0.3%
SYSTEM: OFFLINEQILTRACK: V4.0
BTC+2.5%
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DEMO
SPY+0.8%
QQQ+1.2%
DIA-0.3%
SYSTEM: OFFLINEQILTRACK: V4.0
BTC+2.5%
ETH+1.8%
DEMO
SPY+0.8%
QQQ+1.2%
DIA-0.3%
SYSTEM: OFFLINEQILTRACK: V4.0
BTC+2.5%
ETH+1.8%
DEMO
SPY+0.8%
QQQ+1.2%
DIA-0.3%
SYSTEM: OFFLINEQILTRACK: V4.0
BTC+2.5%
ETH+1.8%
DEMO

Interval Fund

A fund that periodically offers to repurchase shares at set intervals.

fund typesalternative investments

Definition

Interval funds are a type of closed-end fund that periodically offers to repurchase shares from investors (typically quarterly). Unlike daily-liquid funds, they can invest in illiquid assets like private credit or real estate while providing some liquidity. Repurchase offers are typically 5-25% of shares at NAV.

Example

A private credit interval fund offers quarterly redemptions at NAV, allowing investment in illiquid loans while maintaining periodic liquidity.

FAQ

What is Interval Fund?

A fund that periodically offers to repurchase shares at set intervals.

Why is Interval Fund important?

Interval Fund helps investors evaluate fund types and make more informed decisions.

Related Terms

This content is for informational purposes only and is not investment advice.

Interval Fund - Definition & Meaning | Financial Glossary