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Private Funds for Retail Investors Jump to $350B: Morningstar
By
Silla Brush
News June 24, 2025 at 12:22 PM
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What You Need To Know
- The average annual expense ratio for semi-liquid funds is 3.16% vs. 0.97% for active mutual funds and ETFs.
- BlackRock CEO Larry Fink envisions a world where portfolios are 20% allocated to private assets.
- Private credit has eclipsed real estate and infrastructure as the largest asset class for semi-liquid funds.
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