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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? 

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