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A Manager-Change Checklist

Manager hit the road? 7 questions can help you determine next steps.

Christine Benz 03.10.2014

Email inboxes around the financial-services industry--and even outside of it--started to blow up on Friday morning, as news made the rounds that longtime Bill Gross was moving to Janus Capital to run a small, new-ish bond fund.

Gross' departure spurred a raft of questions, including who would take over for him at PIMCO Total Return, whether Gross jumped to another firm or was pushed, and whether investors would follow him to Janus. For the many investors who own PIMCO Total Return, the decision is more personal: What should I do?

Here's a checklist to use to ensure that you make a well-considered decision.

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About Author

Christine Benz  Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz and on Facebook.

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