The ARK Venture Fund (ARKVX), managed by Cathie Wood, allows everyday investors to access a portfolio of exciting private companies, including top holdings like SpaceX, Figure AI, Neuralink, OpenAI, and Lambda Labs—all leaders in their respective fields of aerospace and AI. With a minimum investment of $500, this actively managed interval fund boasts net assets of $325.3 million but comes with limited liquidity; investors can only redeem up to 5% of net assets quarterly. While total annual fees are 2.9%, the fund has performed well, achieving substantial growth since its inception in September 2022. The top five holdings emphasize cutting-edge technology, with OpenAI driving AI innovation through partnerships with giants like Nvidia and Oracle. Overall, the ARK Venture Fund is a compelling option for those looking to invest in high-potential, tech-focused private companies while being mindful of liquidity constraints.
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