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Summary of When to Sell a Fund

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Summary of When to Sell a Fund

Investors sometimes sit on a fund for too long and pay the price for it. That’s why a certain amount of vigilance is necessary. Keep an eye on your fund’s performance against an appropriate benchmark, and stay in touch with the news on it. You will receive news and updates via regular mail or email, so you should have all you need to keep abreast of what’s happening with your funds.

What you have learned

  1. When to Sell: Your Fund Gains or Loses More Than It Should
  2. When to Sell: Your Fund Changes Its Strategy or Underperforms for a Long Period
  3. When to Sell: Your Goals Change or You Just Can't Take It Anymore

Find out what you have learned