🏦LTB
SIE: Investment Companies & Packaged Products
SIE practice questioneasyOpen-end Mutual Funds - NAV

An investor buys shares of an open-end mutual fund at the public offering price (POP). What does the POP generally consist of?

  1. ANet asset value plus any applicable sales charge✓ Correct answer
  2. BMarket price minus commission
  3. CClosing price on the exchange
  4. DIssue price set by the underwriter
Explanation

Why ANet asset value plus any applicable sales charge

The POP for mutual funds is the net asset value (NAV) plus any front-end sales charge. B is incorrect because mutual funds do not trade on exchanges; C and D do not accurately reflect how mutual fund prices are determined.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 1,867+ SIE questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Investment Companies & Packaged Products questions