What the Heck Is an Evergreen Fund?

Core Viewpoint - Evergreen funds are emerging as a new category of investment vehicles that provide individual investors access to private investments, which were traditionally available only to institutional investors [1] Group 1 - Evergreen funds allow financial advisors to assist retail clients in investing in previously inaccessible assets [1] - The terminology surrounding these funds is evolving, indicating a shift in investment opportunities for individual investors [1]