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When You Need Money

If you need money for other purposes, you might want to sell one or more of your mutual funds to raise the money. That is why it is a good idea to invest in stock mutual funds only with money you do not expect to need within the next five years. That five-year time horizon gives you time to ride out the inevitable bear (downturn) markets without having to raid your funds and suffer a loss. You can, however, keep short-term money in more stable investments like money market and government bond funds.

To Rebalance Your Portfolio

To Trim Your Holdings

Investing in mutual funds is easy, and as a result, many investors end up with a large number of mutual funds. In some cases this leads to duplication, especially for investors who hold several large cap or small cap mutual funds. You might want to sell a mutual fund to trim your holdings and make managing your portfolio easier. If you go through the annual reports you receive from each fund, you might find that several of your funds own a lot of the same stocks. If this is the case, you could sell the one that has been performing the worst and move the money into a better performing fund.

References

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