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Interval funds are classified as registered closed-end funds under the Investment Company Act of 1940, although interval funds have characteristics more like those of an open-end mutual fund. Interval funds offer their shares continuously and shares are redeemed at Net Asset Value (NAV) — similar...
The 4th quarter of 2022 provided some much-welcomed relief for many asset classes. The S&P 500 posted a return of +7.56% for the quarter. Fixed income returns were also positive posting a return of +1.87% (Bloomberg U.S. Agg. Bond Index TR). Publicly traded REITs (as measured by the MSCI US Real...
The NCREIF Fund Index - Open End Diversified Core Equity (NFI-ODCE), is an index of investment returns of the largest private real estate funds pursuing lower risk investment strategies utilizing low leverage and generally represented by equity ownership positions in stable U.S. operating...
The third quarter of 2022 provided no relief for investors. The S&P 500 posted a negative return of -4.88% for the quarter and is down over -23.87% for the year. Fixed income returns were also negative posting a return of -4.75% (Bloomberg U.S. Agg. Bond Index TR). Publicly traded REITs (as...
