Karpus Investment Management has been helping clients achieve their fixed income goals for over 30 years. With the focus of managing risk, our Investment Committee formulates our economic overview by reviewing the economic cycle, analyzing historical valuations, analyzing growth and policy prospects, and analyzing liquidity and economic momentum.
*The Morningstar Average Municipal Bond Fund is the weighted average of all funds in categories classified as Municipal Bond by Morningstar. These include US Fund Muni National Short, US Fund Muni National Interm, US Fund Muni National Long, and US Fund High Yield Muni.
Results include reinvestment of dividends and distributions.
All returns are presented net of actual fees paid.
Past Performance does not guarantee future results.
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Once an overview is established, a target investment matrix is then created. Sector weightings, yield curve positioning, and duration targets are guided by this research. On a daily basis, analysts conduct a security-by-security analysis to identify and capitalize on market inefficiencies.