Investors can only sell interval-fund shares back to the fund company during specific windows. Interval funds appeal to investors who don’t need access to their capital for a long time and who'd ...

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 ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and currently holds a Life, ...

At the end of May, the Bluerock Total Income + Real Estate Fund said the net asset value, or NAV, of its Class A and Class C shares, respectively, was $25.74 and $23.71. The funds’ other share classes ...

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 ...