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SIE: Investment Companies & Packaged Products
SIE practice questionmediumMutual Funds - Redemption

A client redeems shares in an open-end mutual fund. When is the price set for the redemption?

  1. AAt a price negotiated between buyer and seller
  2. BAt the previous day's closing price
  3. CAt the next calculated NAV after the order is received✓ Correct answer
  4. DAt the daily market high
Explanation

Why CAt the next calculated NAV after the order is received

Redemptions are processed at the next computed NAV after the fund receives the request (forward pricing). Previous prices and negotiation do not apply.

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