FINRATEXfinratex.com
Funds & Bonds

Net asset value

A fund's assets minus liabilities, divided by units outstanding.

Plain languagePractical exampleConnected reading
01

What is it?

A fund's assets minus liabilities, divided by units outstanding.

02

Why does it matter?

It anchors fund performance and premium/discount analysis for exchange-traded products.

03

How should it be read?

Check valuation time, methodology and whether the figure is intraday or end-of-day.

04

Common mistake

Treating NAV as identical to an ETF's live market price.

IN PRACTICE

A simple example

If NAV is 100 and the ETF trades at 101, it carries about a 1% premium.

RELATED CONCEPTS

Follow the connection

Exchange-traded fund (ETF)Tracking differenceLiquidity
USE THE CONCEPT

Move from knowledge to data

Fund CenterBond Center