Karpus Composite vs Morningstar Average Balanced Fund

Periods ending 12/31/20
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How Our Process is Different

  • Through internal research, our investment team works together to generate independent and unbiased ideas.
  • Our insight and extensive experience in closed-end funds may identify opportunities others may miss.
  • Our firm’s agility allows us to capitalize on fundamentally attractive market inefficiencies as they arise.

Our Goal

We emphasize conservative, long-term investment management with the goal of preserving capital while building wealth. Your KIM Relationship Manager will work closely with you to determine your asset allocation based on your age, tax bracket, risk tolerance, investment time horizon, need for income and wealth-management goals.

Interested in How Karpus Can Help You?

Schedule a confidential consultation with a Karpus Relationship Manager.
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