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SIE: Investment Companies & Packaged Products
SIE practice questionmediumClosed-End Funds

What happens if a closed-end investment company wants to raise more capital after its initial public offering (IPO)?

  1. AIt automatically converts into an open-end fund
  2. BIt can redeem existing shares at NAV
  3. CIt increases the NAV of current shares
  4. DIt may issue additional shares in a secondary offering✓ Correct answer
Explanation

Why DIt may issue additional shares in a secondary offering

A is correct; a closed-end fund can raise new capital via secondary offerings. B and C are inaccurate—shares do not redeem at NAV, nor does a capital raise affect NAV this way. D does not occur automatically.

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