If you are following an asset allocation method for some of these portfolios, you can see if the current asset allocation has deviated significantly from the original allocation
How frequently should I review my mutual fund portfolio and how should I do it?
—Gagan Parthasarthy
In general, mutual fund portfolios should be reviewed at least once a year. However, certain types of funds, such as sector funds should be reviewed more frequently—say, once in six months or even every quarter. The reason for that is for sector funds, factors such as industry outlook, valuations, regulatory changes, interest rate situations, among other things, could change quickly, impacting the performance of these focused funds.
