1 866 527 7871
1 585 586 4680

Five Year Performance Data

View ten-year performance

 

Karpus Investment Management Five-Year Performance (as of December 31, 2012)

Net of Fees

 

Asset Class Morningstar Universe  Rankings Annualized Return

Core Plus Taxable

Fixed Income Composite
Disclosure

Top 2% 8.69%

Tax-Sensitive Fixed Income

Disclosure

 Top 1% 6.88%
Balanced Composite
Disclosure
Top 1%
5.79%
Equity Composite Disclosure Top 3% 4.02%
International Equity Composite
Disclosure
Top 5% -0.33%

 

Past performance is not indicative of future results.

 


Data sources: Zephyr Style Advisor Morningstar Universe Rankings


Note:  All returns and comparisons are net of fees

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