When to Make a Clean Break From Your Funds

Deciding which funds to ditch is just as important as which to buy.

Investing in a mutual fund is like entering a relationship. You should know your partner well; after all, you're going to be together during good times (bull markets) and bad (bear markets). And no matter how attached you get to your fund, sadly, sometimes you'll need a divorce. Consider a breakup if you find yourself in one of these situations.

Change of portfolio manager

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Contributing Writer, Kiplinger's Personal Finance

Andrew Tanzer is an editorial consultant and investment writer. After working as a journalist for 25 years at magazines that included Forbes and Kiplinger’s Personal Finance, he served as a senior research analyst and investment writer at a leading New York-based financial advisor. Andrew currently writes for several large hedge and mutual funds, private wealth advisors, and a major bank. He earned a BA in East Asian Studies from Wesleyan University, an MS in Journalism from the Columbia Graduate School of Journalism, and holds both CFA and CFP® designations.