| Course 504: When to Sell a Fund | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| The Fund Underperforms for a Long Period | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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While one year of underperformance may be nothing to worry about, two or three ugly years can get frustrating. The urge to sell intensifies. Before pulling the trigger, be sure you're comparing your underperformer to an appropriate benchmark, such as its Morningstar category peers or a suitable index. Before you pass judgment, make sure the manager or strategy hasn't changed. Next: Your Goals Change >> | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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