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Research and Compare Hundreds of
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To Sell or Not to Sell a Mutual Fund
Dumping disappointing funds for the sole purpose of chasing higher returns is rarely advised, but there are some situations in which it may be prudent to consider selling a fund. Relative
Underperformance Changing
Circumstances Loss
of Direction It may be difficult to determine when a particular mutual fund has worn out its welcome. The objective opinion of a qualified financial professional may help when it comes to learning which of the funds in your portfolio should be shown out the door. Mutual funds are sold only by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. The investment return and principal value of mutual fund shares fluctuate with changes in market conditions. Shares, when redeemed, may be worth more or less than their original cost. |
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Professional management and diversification are two qualities of mutual funds that make them
a natural choice for investors who prefer a buy-and-hold strategy over the long
term. In fact, a mutual fund portfolio that is built according to the
appropriate asset allocation should prove to be somewhat low maintenance, if not
hassle-free, for a number of years.
