3 Good Reasons to Sell a Fund
How to make the call.
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 shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.