1 866 527 7871
1 585 586 4680

Five Year Performance Data

View ten-year performance

 

Karpus Investment Management Five-Year Performance (as of June 30, 2011)

Net of Fees

 

Asset Class Morningstar Universe  Rankings Annualized Return

Core Plus Taxable

Fixed Income Composite
Disclosure

Top 1% 8.61%

Tax-Sensitive Fixed Income

Disclosure

 Top 1% 6.05%
Balanced Composite
Disclosure
Top 1%
7.48%

 

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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