Karpus Composite vs Morningstar Average General Bond Fund*

Periods ending 06/30/19

Fixed Income

*The Morningstar Average General Bond Fund is the weighted average of all funds in categories classified as General Bond by Morningstar. These include US Fund Long-Term Bond, US Fund Intermediate-Term Bond, US Fund Short-Term Bond, and US Fund Ultrashort Bond.

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

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?

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