Basic

Net Asset Value: Definition

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Simple Definition

The per-share value of a fund, calculated by dividing total assets minus liabilities by the number of shares outstanding.

Why It Matters

NAV tells you what a fund share is actually worth based on its underlying holdings. For mutual funds, you always buy and sell at NAV (calculated once daily after market close). ETFs trade on exchanges at market prices that can differ slightly from NAV — a premium (above NAV) or discount (below NAV). Comparing price to NAV helps you avoid overpaying.

Key Points

  • Calculate it: (Total Fund Assets - Liabilities) ÷ Number of Shares Outstanding
  • Mutual funds are priced at NAV once per day; ETFs trade throughout the day at market prices
  • Large, liquid ETFs rarely deviate far from NAV; niche ETFs can trade at meaningful premiums or discounts

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Related Terms

Common Questions

The per-share value of a fund, calculated by dividing total assets minus liabilities by the number of shares outstanding. NAV tells you what a fund share is actually worth based on its underlying holdings. For mutual funds, you always buy and sell at NAV (calculated once daily after market close).

NAV tells you what a fund share is actually worth based on its underlying holdings. For mutual funds, you always buy and sell at NAV (calculated once daily after market close). ETFs trade on exchanges at market prices that can differ slightly from NAV — a premium (above NAV) or discount (below NAV). Comparing price to NAV helps you avoid overpaying.

Calculate it: (Total Fund Assets - Liabilities) ÷ Number of Shares Outstanding

Mutual funds are priced at NAV once per day; ETFs trade throughout the day at market prices

Large, liquid ETFs rarely deviate far from NAV; niche ETFs can trade at meaningful premiums or discounts