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

Which risk is unique to investors in closed-end funds, compared to open-end mutual funds?

  1. AMarket price may diverge from the fund's NAV✓ Correct answer
  2. BIssuer insolvency risk
  3. CLiquidation at NAV is guaranteed
  4. DInability to access professional management
Explanation

Why AMarket price may diverge from the fund's NAV

Closed-end fund shares may trade at prices above or below NAV, unlike open-end funds redeemed at NAV. Professional management exists for both, and liquidation at NAV is not guaranteed for closed-end funds.

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