What is the difference between an open-ended and an interval fund?

Economics Mutual Funds Questions



51 Short 30 Medium 80 Long Answer Questions Question Index

What is the difference between an open-ended and an interval fund?

The main difference between an open-ended fund and an interval fund lies in their liquidity and redemption features.

An open-ended fund is a type of mutual fund that allows investors to buy and sell shares at any time, directly with the fund company. This means that the fund continuously issues new shares and redeems existing shares based on investor demand. Open-ended funds are highly liquid, as investors can enter or exit the fund on any business day at the current net asset value (NAV) price.

On the other hand, an interval fund is a type of closed-end fund that offers periodic intervals during which investors can redeem their shares. Unlike open-ended funds, interval funds do not provide daily liquidity. Instead, they typically have specific redemption periods, such as quarterly or semi-annually, during which investors can sell their shares back to the fund. This means that investors may have to wait for a specific interval to redeem their shares and access their investment.

In summary, the key difference between an open-ended fund and an interval fund is that open-ended funds offer daily liquidity and allow investors to buy and sell shares at any time, while interval funds have limited liquidity and provide specific redemption periods for investors to sell their shares.