Understanding the Fees
Both interval funds and mutual funds have fees associated with them, but the fees for interval funds are typically higher due to the increased complexity of the investment strategies. It is always a good idea to learn about the fee structure of any fund before investing, and when a fund has higher fees to think through whether the additional fees are justified and in your comfort zone. The higher the fee, the greater the return the fund must achieve just to break even.
Interval Funds – Ideal for the Patient Investor
Mutual funds are a good investment for an investor that wants to always have the flexibility to access their assets whenever they need them. They offer decent and reliable returns and they don’t require a large initial investment. For the investor that wants larger returns though, interval funds are a better option. They do require a little more commitment, but by offering set intervals when investors can opt out of the fund they’re still flexible. If you can include interval funds as part of your investment portfolio they can provide substantial returns in a relatively short period of time.
