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IFIC Mutual Funds Licensing Practice Exam · Question

Which of the following is true regarding closed-end mutual funds compared to open-end mutual funds?

Closed-end funds issue a fixed number of shares that trade on a stock exchange. Their market price is determined by supply and demand and can trade at a premium

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Question: Which of the following is true regarding closed-end mutual funds compared to open-end mutual funds?

Answer options: ✅ Closed-end funds trade on stock exchanges, and their market price can differ from their Net Asset Value (NAV).

  • Closed-end funds are continuously offered and redeemed by the fund company at their NAV.
  • Closed-end funds always have lower MERs than open-end funds.
  • Closed-end funds are typically used for daily trading due to high liquidity.

Correct answer: Closed-end funds trade on stock exchanges, and their market price can differ from their Net Asset Value (NAV).

Explanation: Closed-end funds issue a fixed number of shares that trade on a stock exchange. Their market price is determined by supply and demand and can trade at a premium or discount to their underlying NAV, unlike open-end funds which transact at NAV.

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