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3 Good Reasons to Sell a Fund

Persistent performance problems across market cycles, management or strategy changes, or your own personal situation may necessitate a sale, says Morningstar's Christine Benz.

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Note: This video is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special report.

Jason Stipp: I'm Jason Stipp for Morningstar. Morningstar data shows that fund investors often mistime their purchases and sales of mutual funds, but there are good reasons to sell a fund. Here to offer some tips is Morningstar's director of personal finance, Christine Benz.

Jason Stipp does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.