XA Investments
Why Mutual Funds and Interval Funds Are More Different Than You Think (Liquidity Timelines are Just a Start) September 5, 2023

Why Mutual Funds and Interval Funds Are More Different Than You Think (Liquidity Timelines are Just a Start)

With traditional stock and bond funds having performed poorly in 2022, many advisors are embracing alternative investments with uncorrelated and potentially higher returns. Most so-called “alts” are illiquid private funds that require investors to lock up their money for long periods of time before they can redeem shares, underscoring the investment principle that potential return…

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The alternative investments industry is
expected to grow to $17 trillion by 2025.

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