Morningstar Universe Rankings

Morningstar Universe Rankings 2018-03-19T19:52:33+00:00

Morningstar Universe Rankings

Periods Ended 12/31/17 for Karpus Investment Management

Category Time Period Number of Managers Position in Category
FIXED INCOME
Taxable 10 Years 802 Top 1%
7 Years 869 Top 1%
5 Years 912 Top 1%
Tax-Sensitive (Municipal) 10 Years 213 Top 1%
7 Years 232 Top 1%
5 Years 266 Top 1%
BALANCED
Conservative Balanced 10 Years 368 Top 2%
7 Years 381 Top 4%
5 Years 427 Top 9%
Growth Balanced 10 Years 625 Top 2%
7 Years 677 Top 23%
5 Years 765 Top 26%
EQUITY
Domestic Equity 10 Years 1,060 Top 3%
7 Years 1,136 Top 37%
5 Years 1,196 Top 50%
International Equity 10 Years 484 Top 7%
7 Years 566 Top 11%
5 Years 626 Top 13%

12 of 18 rankings among Top 10% in the Morningstar Universe Rankings.
Past performance is no guarantee of future results.
Data Source: Zephyr Style Advisor Morningstar Universe Rankings

© 2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Disclosure

Interested in How Karpus Can Help You?

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