Morningstar Universe Rankings

Periods Ended 12/31/16 for Karpus Investment Management

CategoryTime PeriodNumber of ManagersPosition in Category
FIXED INCOME
Taxable10 Years873Top 1%
7 Years934Top 1%
5 Years1,003Top 1%
Tax-Sensitive (Municipal)10 Years240Top 1%
7 Years260Top 1%
5 Years291Top 1%
BALANCED
Conservative Balanced10 Years356Top 2%
7 Years438Top 9%
5 Years463Top 7%
Growth Balanced10 Years619Top 4%
7 Years724Top 23%
5 Years790Top 30%
EQUITY
Domestic Equity10 Years1,200Top 4%
7 Years1,303Top 16%
5 Years1,366Top 53%
International Equity10 Years541Top 6%
7 Years673Top 10%
5 Years724Top 21%

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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