Karpus Composite vs Morningstar Average General Bond Fund
Periods ending 6/30/20
Our Methodology
Our methodology for both taxable and tax-advantaged bonds emphasizes:
- Intermediate duration
Average duration of three to seven years. - Upper-investment-grade securities
AA+/- average ratings. - Sector allocation
KIM shifts allocation weightings in anticipation of perceived market trends.
- Historical trend analysis
Historical data analysis provides insights into recurring patterns. - Opportunity-focused trading
Portfolio managers monitor price movements and market activity for buy and sell opportunities. - Diversification
KIM diversifies across Treasury and government bonds, closed-end funds, exchange-traded funds and open-end funds (domestic and international bond markets.)
Advantages
- By buying at a discount, we seek to enhance the investment’s current yield, while seeking the potential for capital appreciation.
- Many taxable bond closed-end funds often times offer attractive intra-day liquidity.
Interested in How Karpus Can Help You?
Schedule a confidential consultation with a Karpus Relationship Manager.
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