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Credit Interval Fund Index - Q1 2025

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.


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Credit Interval Fund Index Performance vs. Credit Benchmarks - SKRADD-IFC, LSTA 100, SPUSAGG

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.



SKRADD-IFC interval fund index constituent returns for the largest credit interval funds at Q1 2025

The table above presents the individual 3-month returns for the active constituents in the SKRADD-IFC Index at March 31, 2025.



Table of credit interval funds on Altidar with returns for 3 months and 1 year.

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.


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