Compute Net Asset Value | CFA® Level 1 Exam | Test Prep

Net Asset Value Calculation

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Question

Compute the Net Asset Value given the following total portfolio:

Stock A - 1000 shares - market value = $ 12,000

Stock B - 5000 shares - market value = $ 25,000

Stock C - 1000 shares - market value = $ 2,000

Answers

Explanations

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A. B. C. D. E.

C

NAV equals the total market value of all assets divided by the number of fund shares outstanding. ($12,000 + $25,000 + $2,000) / (1000 + 5000 + 1000) = $5.5714

To compute the Net Asset Value (NAV) of a portfolio, we need to divide the total market value of the portfolio by the total number of shares outstanding.

In this case, we have the following information:

Stock A:

  • Number of shares: 1000
  • Market value: $12,000

Stock B:

  • Number of shares: 5000
  • Market value: $25,000

Stock C:

  • Number of shares: 1000
  • Market value: $2,000

To calculate the total market value of the portfolio, we sum up the market values of all the stocks:

Total market value = (Market value of Stock A) + (Market value of Stock B) + (Market value of Stock C) = ($12,000) + ($25,000) + ($2,000) = $39,000

Next, we need to calculate the total number of shares in the portfolio:

Total number of shares = (Number of shares of Stock A) + (Number of shares of Stock B) + (Number of shares of Stock C) = (1000) + (5000) + (1000) = 7000

Finally, we can compute the Net Asset Value (NAV) by dividing the total market value by the total number of shares:

NAV = Total market value / Total number of shares = $39,000 / 7000 ≈ $5.5714 (rounded to four decimal places)

Therefore, the correct answer is option C: 5.5714.