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SIE: Investment Companies & Packaged Products
SIE practice questioneasyOpen-End Mutual Funds

Which of the following best describes the net asset value (NAV) of an open-end mutual fund?

  1. AThe maximum offering price plus any applicable sales charges
  2. BThe value at which new shares are issued to the public
  3. CThe price set by supply and demand on the secondary market
  4. DThe value per share determined by dividing the total assets minus liabilities by the number of shares outstanding✓ Correct answer
Explanation

Why DThe value per share determined by dividing the total assets minus liabilities by the number of shares outstanding

A is correct because the NAV equals assets minus liabilities, divided by shares outstanding. B is incorrect as new shares are issued at the NAV plus any sales charge. C describes how closed-end funds and ETFs are priced, not mutual funds. D is incorrect as maximum offering price includes the sales charge above NAV.

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