How to Know when to sell your mutual fund

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How to Know when to sell your mutual fund – This is a place for the community to provide tips and advice on How to Know when to sell your mutual fund. This topic was created by Jae Yoo and the tips are provided by the community. The tips you add here can be your own or referred from another site. The best tips are then ranked at the top when up-voted by members of the community.

Tip 1 - When To Sell A Mutual Fund

Published: 9 years, 6 month(s) ago | Submitted by Allen Buckalew | permalink

Unhappy with your mutual fund's returns and thinking of investing elsewhere? Read this article first.
Tags: mutual fund,selling,diversification,front-end loads,back-end loads,capital gain,benchmark,sector fund,balanced fund,rebalance,portfolio,asset allocation,risk,fund manager,mutual funds,portfolio management

For further reading: http://www.investopedia.com/articles/mutualfund/070302.asp ^[1]

Tip 2 - Should You Sell That Mutual Fund? Steps To Consider

Published: 9 years, 6 month(s) ago | Submitted by Pete vilinsky | permalink

The days of buy, hold and forget are over. Here's how you should be monitoring your mutual fund holding.
Tags: Advisor Network,Investing,Mutual Funds,Personal Finance,Business,Buy and hold,Exchange-traded fund,Investment management,Mutual fund,Portfolio (finance),Retirement,San Francisco

For further reading: http://www.forbes.com/sites/advisor/2012/03/07/should-you-sell-that-mutual-fund-steps-to-consider/ ^[2]

Tip 3 - Tax Rules for Selling Mutual Funds

Published: 9 years, 6 month(s) ago | Submitted by Ted Spruill | permalink

Recordkeeping is crucial when dealing with mutual funds. - Roy Lewis - None

For further reading: http://www.fool.com/personal-finance/taxes/tax-rules-for-selling-mutual-funds.aspx ^[3]

Tip 4 - 4 Reasons to Sell Your Mutual Fund Now

Published: 9 years, 6 month(s) ago | Submitted by Lenah Moloi | permalink

Follow these four helpful pieces of advice to see why you should (or shouldn't) sell your mutual fund. Consider your personal goals and market changes.

For further reading: http://mutualfunds.about.com/od/managingyourportfolio/a/selling_your_mutual_funds.htm ^[4]