CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:
- The manager you know and trust leaves the fund
- A change in strategy at a fund
- Two years or more of significant losses
- The flip side: consider selling if a fund has phenomenal outperformance.
- A fund’s expenses go up
- If you are uncomfortable with the fund, it’s redundant or it no longer fits your needs
Watch the related WEALTHTRACK episode.
