About 100 are operating or in registration.
These are actively managed and leveraged credit, bond or mortgage funds with a high-income mandate. As with exchange-traded and mutual funds, interval funds continuously issue shares and price daily at net asset value, unlike closed-end funds with their capricious discounts and premiums. The usual objectionâlimited liquidityâshould not be a deal breaker unless you invest with the intention of bailing at the first hint of trouble.
The acid test is whether an interval fund delivers long-term yieldand-return advantagesâand on that, the evidence is inconclusive. Hence, I advise enrolling only if the fund dispenses life-changing additional income: at least 10% taxable, or 7% from a tax-exempt fund. That said, there are simpler ways to prospect for such payouts, including business development companies.
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