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SIE: Investment Companies & Packaged Products
SIE practice questionmediumMutual Fund Pricing

Which statement best describes how open-end mutual funds are priced for purchases and redemptions?

  1. AAt a price determined by supply and demand
  2. BAt the previous day's closing price
  3. CAt the next NAV calculated after the order is received✓ Correct answer
  4. DAt a price set at the time of the fund’s creation
Explanation

Why CAt the next NAV calculated after the order is received

A is correct; purchases and redemptions occur at the next computed NAV after the order is placed. B is incorrect because the price is forward-looking. C and D describe methods for pricing ETFs/closed-end funds or are inaccurate.

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