The Sell Decision: How Do You Know It's Time to Sell? |
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1. How has your fund performed relative to an appropriate benchmark and its peers over the past one, three, and five years?
The more serious the underperformance, the greater the incentive to sell. Deciding how much time to give a poor performer to rebound is not easy, but you should seriously start to think about selling a fund that has lagged its benchmark and peers for the past 18 months to two years. Alternatively, if the underperformance has not been too serious but has been getting worse recently, consider the next few questions.
 Has there been a change in management?
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