So, negative performance over a limited span should not be a trigger for a sell-off.īut it also means a fund must start performing at least in the mid-term. However, a fund is not a short-term instrument. If a fund is underperforming, investors may be tempted to offload it.
Obviously investments are made for potential returns. Investors have to keep a close eye on the mutual fund to see if the product is true to its strategy and providing significant gains. Times of volatility require more proactive portfolio management and the 'buy and forget' strategy doesn't work. Understanding the right opportunity to sell a mutual fund will either get the investor a handsome return or stop him/her from losing further. The responsibility of efficiently managing a fund is the province of a fund manager, but keeping a close watch on its performance is also the duty of the investor. Investment returns may not be profitable in all cases, but to have a fund that consistently underperforms is indeed a pain for investors. Surprisingly though, the funds are still around. In this article, we double the time span to 10 years and identify funds that have with consistency failed to deliver the goods. The economic factors led the five funds to emerge as the top gainers (Read: Best Performing Mutual Funds Over the Last 1, 3 & 5 Years ). Annually, real GDP was always in the green since 2009. These injected optimism into the economy. Thanks to the Bull Run that happened in this timeframe, mutual funds tapped the benefits of stepped-up economic activities, rising business and consumer confidence, record corporate profits, recovering housing fundamentals and continued job creation. Previously, we had discussed about the best performing funds over the last five years.
Institutional Distribution Intelligence.Non-Traditional Exchanges & New Markets.Directors’ and Officers’ Questionnaires.
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