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What percentage of the total Net Assets reported by Interval Funds in their most recent filings with the SEC were held by the top six Interval Funds?

January 4, 2018

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What percentage of the total Net Assets reported by Interval Funds in their most recent filings with the SEC were held by the top six Interval Funds?

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Answer:  The top six Interval Funds reported Net Assets in their most recent filings with the SEC that comprised 77% of the total Net Assets reported by all Interval Funds.  

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The time (at Blue Vault's 2nd Annual Broker Dealer Educational Summit) proved extremely informative.

Derek Hayes Analyst, Cambridge Investment Research Broker Dealer Educational Summit 2016 May 30, 2016