Sometimes size does matter. Too much money hitting a fund too fast can be destructive. Often the price of success is a drop in performance. With the current bull market being led by large cap growth stocks, your portfolio may well be out of whack. Approaching the end of the fiscal year, it may be a good time to review your portfolio of equity funds.
Diversification is as important now, as ever.
If your plan includes a particular allocation of large and small caps, yellow flag number 6 kicks in. After all, every asset class has its day in the sun. The six yellow flags, however, are only a first step toward any mutual fund selling decision. To sell or not to sell requires patient reflection. Don t be pulled by a single event.