XA Investments, a specialist in tracking closed-end interval and tender offer funds, has launched the XAI Interval Fund Index (INTVL) to track the total returns of a basket of 77 existing funds with a ...

For years, interval funds sat quietly on the periphery amidst the alternative investment space, a niche product known to few and used by even fewer. For Kimberly Flynn, President of XA Investments, ...

The Basics of Interval Funds How Often Can Investors Sell Interval Fund Shares? How Much Can Investors Withdraw From Interval Funds? Can Interval Funds Use Investment Leverage? When Are Interval Funds ...

Interval funds are close cousins of closed-end funds, or CEFs, but they offer a unique set of pros and cons for investors. PIMCO made headlines last month when it launched an interval fund (PIMCO ...

Evaluate whether the product is right for you and the level of risk you're willing to accept with your investments. Interval funds are closed-end investment companies that might appeal to investors ...