Best performing mutual funds 20184/14/2023 Individual investors should only sell funds when their situation calls for a need to make a change, says Amy Hubble, a certified financial planner and principal investment adviser at Radix Financial. “Any kind of decline in the market or reaction to a geo-political event is not the time to sell,” he said. The time to sell a mutual fund is when you need the liquidity and you have planned ahead to make the move, says Eric Gabor, certified financial planner and founder of Eagle Grove Advisors. But you could also encounter adverse consequences. There are situations in which selling mutual fund shares works to your advantage. They may feel their money could work harder elsewhere. Now would come the hard part: sticking to it.įluctuations in the market can leave investors looking at their mutual funds with disdain.
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