Interval funds have seen a 28.3 percent increase in fundraising year-over-year, according to Robert A. Stanger and Co. In the same period in 2024, the funds raised were $12 billion, whereas now, fundraising reached $15.4 billion. The aggregate net asset value (NAV) of interval funds is $112.2 billion.
In first quarter 2025, the NAV of interval funds saw a 37.8 percent year-over-year surge, with $107.7 billion. Fundraising for interval funds is expected to reach $37 billion in 2025.
The firm saw 11 additional interval fund registrations, including WVB All Markets Fund, a fund that invests in Vanguard and Blackstone funds.