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

Which of these is true regarding shares of a closed-end investment company?

  1. AThey are continuously issued and redeemed by the fund at NAV
  2. BThey are typically bought and sold in the secondary market at market prices✓ Correct answer
  3. CThey are not regulated under the Investment Company Act of 1940
  4. DThey can only be sold to accredited investors
Explanation

Why BThey are typically bought and sold in the secondary market at market prices

Closed-end fund shares trade in the secondary market at market prices, sometimes above or below NAV. Mutual funds (not closed-end) continuously issue and redeem at NAV. All investment companies are regulated by the Act. Closed-end funds are available to general investors.

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