Course 504: When to Sell a Fund
The Fund Underperforms for a Long Period
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 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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