Credit Interval Fund Index - Q1 2025
- jackkearney54
- 5 days ago
- 1 min read
Index Overview
The SK Research and Due Diligence, LLC Interval Fund Credit (“SKRADD-IFC”) Index tracks the performance of the twenty largest interval funds primarily investing in credit investments. The index constituents are weighted by net assets as measured during the fourth calendar quarter of the prior year. For more information, view the methodology here.
The Morningstar LSTA US Leveraged Loan 100 Index (LSTA 100) is a market value-weighted index designed to measure the performance of the one hundred largest facilities in the US leveraged loan market. The S&P U.S. Aggregate Bond Index (SPUSAGG) is designed to provide broad U.S. coverage of the investment-grade U.S. fixed income market by drawing its constituents from seven major fixed income asset classes.
The table above presents the individual 3-month returns for the active constituents in the SKRADD-IFC Index at March 31, 2025.
The table above lists the returns for credit-focused interval funds with research coverage on Altidar. While some of these funds may be index constituents for certain periods, inclusion in this table does not necessarily indicate index membership.