Course 504:
When to Sell a Fund
In this course
1 Introduction
2 The Fund Loses More than It Should
3 The Fund Gains More than It Should
4 The Fund Changes Its Strategy
5 The Fund Underperforms for a Long Period
6 Your Goals Change
7 You Just Can't Take It Anymore

While most of us can agree on what to look for when buying a fund—good risk-adjusted returns, long manager tenure, and so forth.—we often part ways on when to sell. None of us want to be one of those investors who undermines his or her returns by buying and selling at the wrong times. Yet some situations almost demand that we hit the sell button.

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