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For the 43 interval funds that have filed with the SEC and declared a fiscal year, how many different fiscal year-ends have been declared?

December 19, 2017

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For the 43 interval funds that have filed with the SEC and declared a fiscal year, how many different fiscal year-ends have been declared?

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Answer:  The 43 interval funds have declared eight different fiscal year-ends. (February, March, April, June, July, September, October, December)

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.