I'll grant you that the title was rather vague. Point taken, moving on. The two funds in question here are the the Carillon Clarivest International Stock Fund (EISIX) and the Schwab International Index Fund (SWISX). For background I have owned the Clarivest fund since it was the UMB Scout International Fund (UMBWX), ~2008 - 2009 was when I first bought in. Eventually Carrion Tower ended up with the fund and merged Scout International with Clarivest International. That said, I am not beholden to the fund based on this history. Depending on how you look at it I am currently down about $20,000 on the fund if you include all of the reinvested dividends and capital gains (including those resulting from the conversion) over the years or up about $6,500 since the conversion. My ultimate plan was sell EISIX and use the proceeds to buy SWISX once the Carillon fund came up far enough. Both funds are in a Roth IRA, making tax consequences on gains moot. I guess my question at this point is do I wait for the Carillon fund to come up about another $20,000 or do I rip off the band-aid, sell it, and go?
Submitted September 19, 2023 at 12:46AM by MattEdmondsWolf https://ift.tt/ZjRI69Q
