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Net Asset Value

fund types
Definition
The per-share value of a fund's total assets minus liabilities, calculated daily for mutual funds.

Explanation

NAV = (Total Assets - Total Liabilities) / Shares Outstanding. Mutual funds trade at NAV. Closed-end funds can trade at premiums or discounts to NAV. A closed-end fund trading at a 15% discount to NAV means investors can buy $1 of assets for $0.85. Stoquity displays NAV for each portfolio, calculated from the market value of all holdings minus any liabilities.

Formula

NAV = (Total Assets - Liabilities) / Shares Outstanding

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