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  1. www.investopedia.com › articles › investingThe Right Time to Change From Mutual Funds to ETFs - Investopedia

    May 29, 2024 · Find out how to determine when it's the right time for you to switch from mutual funds to ETFs, including the benefits of ETFs and who they are best for.

    • Claire Boyte-White

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  3. www.investopedia.com › when-to-sell-mutual-fundWhen to Sell a Mutual Fund - Investopedia

    Jan 21, 2022 · It can be tempting to sell an underperforming mutual fund, but there are a few key factors to consider before jumping ship.

  4. www.kiplinger.com › investing › etfsMany Mutual Funds Are Converting To ETFs: What To Know

    Nov 26, 2023 · If your mutual fund's expenses or tax liabilities are high, but a conversion is not on the immediate horizon, you can switch to a similar ETF yourself.

  5. www.investors.com › etfs-and-funds › personalRetirement Savings: Time To Shift Mutual Funds To Cash ...

    May 28, 2020 · Experts say a recession has begun. Is now the time to shift your stock mutual funds to cash in your retirement savings accounts? Or just some of them?

  6. www.schwab.com › learn › storyETF vs. Mutual Fund: 6 Questions to Ask | Charles Schwab

    Mar 14, 2023 · Etfs. ETF vs. Mutual Fund: It Depends on Your Strategy. March 14, 2023 Michael Iachini. Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

  7. money.cnn.com › 2018/03/07 › retirementHow and when should I move to a safer retirement portfolio?

    Mar 7, 2018 · My savings are now invested in a combination of stock mutual funds and company stock. When and how should I start allocating to a safer portfolio?—R.A.

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  9. www.morningstar.com › funds › etfs-vs-mutual-fundsETFs vs. Mutual Funds: The Benefits That Really Matter

    Feb 6, 2024 · How ETFs stack up against mutual funds on tradability, tax efficiency, transparency, accessibility, and fees.

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