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Course 504: When to Sell a Fund | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
The Fund Gains More than It Should | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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This might sound illogical—after all, who complains about great returns? But if your "moderate" balanced fund posts a 60% return when its average peer is up 10%, maybe you don't own what you think you do. Next: The Fund Changes Its Strategy >> |
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Learn how to invest like a pro with Morningstar’s Investment Workbooks (John Wiley & Sons, 2004, 2005), available at online bookstores. | ||
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