Karpus Investment Management’s ongoing mission is to achieve top-quartile results over three to five year periods based on each client’s risk and return objectives.
Karpus Composite vs Morningstar Mutual Fund Returns
10 Year Performance for Periods ending 6/30/17
Morningstar Mutual Fund Returns
All returns presented annualized net of fees. Past performance does not guarantee future results. **10 Year Disclosure
Success Over Full Market Cycles
We have consistently ranked in the top 1% to 10% of our peers in conservative equity, bond and balanced management for ten-year periods as of September 30, 2017. It is important to judge a manager’s success over full market cycles, recent market cycles have exceeded seven years in length. Any manager may outperform the market for shorter periods of time, but full market cycles separate “luck” from “expertise.” We structure an extensively diversified portfolio that will be designed according to your investment goals and risk tolerance.
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