When to Sell your Mutual Funds?
When to Sell Your Mutual Funds?
Discover key factors to consider before selling your mutual funds
Investment Goals Achieved
Sell mutual funds when your investment goals have been successfully met
Consider selling mutual funds during portfolio rebalancing to maintain desired asset allocation
Changing Financial Needs
Sell mutual funds if your financial circumstances change, such as unexpected expenses or new investment opportunities
Poor Fund Performance
Evaluate selling mutual funds with consistent underperformance compared to benchmarks or peers