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Of the 34 interval funds who currently report net assets in excess of $100 million, how many funds does Blue Vault produce semi-annual reports for?

March 11, 2020

Of the 34 interval funds who currently report net assets in excess of $100 million, how many funds does Blue Vault produce semi-annual reports for?

Answer: Blue Vault produces semi-annual reports for 30 of the 34 interval funds who currently report net assets in excess of $100 million.  Blue Vault begins reporting on interval funds once they have achieved a full 12-month operating period and have exceeded net assets of $50 million.

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Derek Hayes
Blue Vault's Services
April 14, 2016

BlueVault saves a lot of time and effort in obtaining good numbers for analysis and provides good insights to compare against my own.