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SIE: Investment Companies & Packaged Products
SIE practice questionhardMutual Funds

An investor wants intraday pricing and trading privileges not allowed by mutual funds. Which product suits this need?

  1. AUnit investment trust (UIT)
  2. BOpen-end mutual fund
  3. CClosed-end fund✓ Correct answer
  4. DRedeemable security
Explanation

Why CClosed-end fund

Closed-end funds trade like stocks intraday. Mutual funds (open-end) and UITs do not allow intraday trades and must be bought/redeemed at NAV.

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