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

Which of the following most accurately describes the pricing of shares in an open-end mutual fund?

  1. AShares are bought and sold directly between investors.
  2. BShares are traded at market prices that fluctuate throughout the day.
  3. CShares are only purchased at the offering price set at the beginning of the year.
  4. DShares are purchased and redeemed at the fund’s net asset value (NAV) per share.✓ Correct answer
Explanation

Why DShares are purchased and redeemed at the fund’s net asset value (NAV) per share.

Open-end mutual fund shares are bought and redeemed with the fund itself at the next calculated NAV per share. Closed-end fund shares trade between investors at market prices (B, D), and there is no fixed annual offering price (C).

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