When Should You Sell? Part 2: Mutual Funds and ETFs

December 7, 2020
The decision of when to sell a mutual fund or ETF can be complex. What should you keep in mind before you sell?

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After you listen

  • Learn more about ETFs and mutual funds on Insights & Ideas, including how to choose between a mutual fund and an ETF.
  • And if you're a Schwab client, you can access a range of tools that will help you evaluate when to sell by clicking on the Research tab after you log in to your account.
  • Learn more about ETFs and mutual funds on Insights & Ideas, including how to choose between a mutual fund and an ETF.
  • And if you're a Schwab client, you can access a range of tools that will help you evaluate when to sell by clicking on the Research tab after you log in to your account.

In Part 2 of this special two-part episode, Mark Riepe analyzes the decision of when to sell a mutual fund and an ETF. First, Mark talks with Michael Iachini. Michael is a vice president at Charles Schwab Investment Advisory and head of manager research. He and Mark discuss fund performance, the tax implications of selling, and what to do if the manager of your fund changes.

Next, Mark speaks with Emily Doak. Emily is a managing director of exchange-traded fund research, also at Charles Schwab Investment Advisory. Emily and Mark discuss the premium discount, bid-ask spread, and other factors investors should consider if they're thinking about whether or not to sell an ETF.

You can go back and listen to Part 1 of this episode, on when to sell a stock or a bond, at schwab.com/FinancialDecoder.

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