Conservative Balanced Performance

Conservative Balanced Performance 2018-03-19T19:34:39+00:00

Asset Allocation: The Key to Investment Success

Studies show that 90 percent of a portfolio’s performance depends on its asset allocation—that is, the proportions in which investments are divided among asset classes such as stocks, bonds and cash. Asset allocation is critical to minimizing investment risk while maximizing potential returns.

Karpus Composite vs Morningstar Average Conservative Balanced Fund

Periods ending 12/31/17

Karpus Returns
Morningstar Mutual Fund Returns
All returns presented annualized net of fees. Past performance does not guarantee future results.
**10 Year Disclosure

How Our Process is Different

  • By conducting our own proprietary, in-house research, our strategists, analysts,portfolio managers, and traders work together to generate independent and unbiased ideas.
  • Our insight and extensive experience in closed-end funds identifies opportunities others may miss.
  • Our firm’s size allows us to capitalize on fundamentally attractive market inefficiencies as they arise.

Personalized Asset Allocation

KIM has demonstrated expertise in personalized asset allocation. We emphasize conservative, long-term investment management designed to preserve capital while building wealth consistently 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 proven asset allocation expertise and personal service, you owe it to yourself to learn more about KIM.

Interested in How Karpus Can Help You?

Schedule a confidential consultation with a Karpus Relationship Manager.
Schedule a Consultation