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Commentary

3 Good Reasons to Sell a Fund

How to make the call.

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In my earlier column on creating an on-watch process for funds in your portfolio, I outlined the factors that might lead you to place a fund under heightened scrutiny. But that’s only part of the story. 

Eventually--and this period could range from a few months to a few years--the time to make a decision draws nigh. You’ve reviewed the data, read articles and reports on Morningstar.com or elsewhere, and now you have to decide: Take the fund off the watchlist or cut ties altogether? 

Josh Charlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.