The Sell Decision: How Do You Know It's Time to Sell? |
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5. Has there been a strategy change?
Funds change strategies in various ways. A new portfolio manager might decide to fully hedge currency risk for a foreign stock fund that previously did not hedge. An active trader might take the helm of a fund that was noted for low turnover. Or a small-cap value fund might become a mid-cap growth fund. This may or may not be a problem, but consider selling if a fund adopts a new strategy that does not fit with your objectives.
 And now, ask yourself some questions about you
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