A Complete Guide to Interval Funds: How They Work and Key Considerations
Interval Funds, retirement planning Logan Dickey Interval Funds, retirement planning Logan Dickey

A Complete Guide to Interval Funds: How They Work and Key Considerations

Interval funds are unique investment vehicles offering exposure to alternative assets like private equity, real estate, and commodities. Unlike traditional mutual funds, interval funds have limited liquidity, allowing redemptions only at set intervals, such as quarterly or semi-annually. These funds provide diversification and potential higher returns, but they are less accessible and often come with performance fees. Designed for long-term investors, interval funds can be an excellent choice for those looking to diversify with alternative investments beyond stocks and bonds. Discover if interval funds align with your investment strategy in our comprehensive guide.

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