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When to hold, review or replace a fund
A fund review should test the reason for ownership. Recent returns are part of that evidence, but replacement decisions also require attention to mandate, costs, implementation...
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Mutual Funds Investment Guide
Understand how mutual funds work, compare their costs and risks, and build a disciplined investment process. Follow eight stages from pooled ownership to portfolio construction and ongoing research.
Start with What you own when you buy a mutual fund, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading.
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Review decisions · All lessons
Research and Ongoing Review
Evaluate people, incentives and changing evidence before making a decision.