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November/December 2017

Manager Moving On?

What should you do if the manager of your mutual fund leaves? Maybe nothing. Staying the course until you know more about the new manager’s style and experience gives you time to assess the impact of the change.


What’s the Manager’s Role?


If you bought an actively managed fund because of the manager’s expertise, reputation, and investing style, your reason for staying in the fund may be gone. You may not have the same concerns with a passively managed index fund, where the manager is less important to the fund’s success.


Has the Strategy Changed?


If the new manager’s investing approach is substantially different, the fund may no longer fit your investment objectives and risk tolerance.


What Are the New Manager’s Credentials?


If the new manager comes with an impressive track record, the change could be positive. You might want to adopt a wait-and-see attitude.


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Bradley's Tax & Financial Management and LTM Client Marketing, Inc. are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
* Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM,6333 North State Highway 161, Fourth Floor, Irving, Texas 75038, (972) 870-6000.
Bradley's Tax & Financial Management is not a registered broker/dealer or independent advisory firm

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