Morningstar Universe Rankings

Morningstar Universe Rankings 2017-08-09T11:25:48+00:00

Morningstar Universe Rankings

Periods Ended 6/30/17 for Karpus Investment Management

CategoryTime PeriodNumber of ManagersPosition in Category
FIXED INCOME
Taxable10 Years792Top 1%
7 Years853Top 1%
5 Years898Top 1%
Tax-Sensitive (Municipal)10 Years212Top 1%
7 Years231Top 1%
5 Years259Top 1%
BALANCED
Conservative Balanced10 Years328Top 2%
7 Years372Top 9%
5 Years403Top 7%
Growth Balanced10 Years577Top 4%
7 Years661Top 21%
5 Years762Top 20%
EQUITY
Domestic Equity10 Years1,054Top 4%
7 Years1,129Top 26%
5 Years1,194Top 50%
International Equity10 Years479Top 6%
7 Years557Top 10%
5 Years618Top 13%

13 of 18 rankings among Top 10% in the Morningstar Universe Rankings.
Past performance is no guarantee of future results.
Data Source: Zephyr Style Advisor Morningstar Universe Rankings

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