Course 504: When to Sell a Fund
The Fund Gains More than It Should
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

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 >>

 
Search     		 Print Lesson  | Feedback
Del.icio.us Del.icio.us | Digg! digg it
  Learn how to invest in mutual funds like a pro with Morningstar's Fearless Investing Series of workbooks (John Wiley & Sons, 2005). Click here for more information.
© Copyright 2005 Morningstar, Inc. All rights reserved. Please read our Privacy Policy.
If you have questions or comments please contact Morningstar.