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

Rebalancing Portfolio

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