Morningstar’s Essential Guide to Interval Funds

Evaluating the strengths and weaknesses of interval funds 

Interval funds have grown their assets under management by nearly 40% a year over the past decade, now exceeding $80 billion. These funds can invest in both public and private markets, expanding access to investment strategies that used to be limited to institutional investors.

Should financial advisors recommend interval funds to their clients?

In this comprehensive guide, we explore practical applications of interval funds and illuminate their benefits and challenges.