Karpus Composite vs Morningstar US Fund Allocation – 30% to 50% Equity*

Periods ending 06/30/19

Conservative Balanced Fund

*Morningstar Category Classification – Allocation (30% – 50%). Funds in allocation category seek to provide both income & capital appreciation by investing in multiple asset classes, including stocks, bonds & cash. These portfolios are dominated by domestic holdings and have equity exposures between 30% and 50%.

Results include reinvestment of dividends and distributions.
All returns are presented net of actual fees paid.
Past Performance does not guarantee future results.
**View 15 Year Disclosure

How Our Process is Different

  • Through internal research, our strategists, analysts, portfolio managers, and traders work together to generate ideas.
  • Our insight and experience in closed-end funds identifies opportunities others may miss. It also allows us to avoid pitfalls that others may not be aware of.
  • Our firm’s structure of portfolio manager, trader, analyst all rolled into one allows us to capitalize on fundamentally attractive market inefficiencies as they arise.

Personalized Asset Allocation

  • We emphasize conservative, long-term investment management with the goal of preserving capital while building wealth over time. Your KIM professional will work closely with you to determine your optimal asset allocation based on your age, tax bracket, risk tolerance, investment time horizon, need for income and wealth-management goals.
  • If you are a conservative, long-term investor looking for personalized asset allocation, schedule a consultation with KIM.

Interested in How Karpus Can Help You?

Schedule a confidential consultation with a Karpus Relationship Manager.
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