karpus.com · 266
Karpus Investment Management (KIM) is an investment advisory firm dedicated to helping clients achieve their financial goals. With a focus on preserving capital and building wealth over time, KIM offers a range of services including tax-sensitive fixed income, conservative balanced portfolios, growth balanced portfolios, fixed income and equity management. The team at KIM is dedicated to providing personalized investment strategies tailored to the individual needs of each client. Whether you are an individual investor, part of a family office, or representing an institutional client, KIM offers a range of services to meet your needs. With a long history in the industry, KIM's team of experienced professionals is committed to helping clients navigate the complexities of the financial markets and achieve their financial objectives.
karpus.com · years statistic
1998
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| 6 | 0 |
| 7 | 0 |
| 8 | 0 |
| 9 | 0 |
| 10 | 0 |
| 11 | 0 |
| 12 | 1 |
1999
| 1 | 2 |
| 2 | 4 |
| 3 | 0 |
| 4 | 2 |
| 5 | 0 |
| 6 | 0 |
| 7 | 0 |
| 8 | 0 |
| 9 | 0 |
| 10 | 0 |
| 11 | 0 |
| 12 | 0 |
2000
| 1 | 0 |
| 2 | 0 |
| 3 | 1 |
| 4 | 0 |
| 5 | 0 |
| 6 | 1 |
| 7 | 0 |
| 8 | 1 |
| 9 | 0 |
| 10 | 1 |
| 11 | 0 |
| 12 | 1 |
2001
| 1 | 0 |
| 2 | 3 |
| 3 | 5 |
| 4 | 2 |
| 5 | 0 |
| 6 | 0 |
| 7 | 1 |
| 8 | 0 |
| 9 | 1 |
| 10 | 0 |
| 11 | 1 |
| 12 | 0 |
2002
| 1 | 0 |
| 2 | 0 |
| 3 | 1 |
| 4 | 0 |
| 5 | 1 |
| 6 | 0 |
| 7 | 2 |
| 8 | 0 |
| 9 | 3 |
| 10 | 0 |
| 11 | 4 |
| 12 | 0 |
2003
| 1 | 1 |
| 2 | 2 |
| 3 | 1 |
| 4 | 1 |
| 5 | 0 |
| 6 | 5 |
| 7 | 2 |
| 8 | 2 |
| 9 | 1 |
| 10 | 3 |
| 11 | 3 |
| 12 | 3 |
2004
| 1 | 0 |
| 2 | 0 |
| 3 | 1 |
| 4 | 0 |
| 5 | 3 |
| 6 | 2 |
| 7 | 2 |
| 8 | 1 |
| 9 | 2 |
| 10 | 0 |
| 11 | 1 |
| 12 | 1 |
2005
| 1 | 1 |
| 2 | 1 |
| 3 | 2 |
| 4 | 1 |
| 5 | 0 |
| 6 | 0 |
| 7 | 0 |
| 8 | 0 |
| 9 | 2 |
| 10 | 1 |
| 11 | 0 |
| 12 | 0 |
2006
| 1 | 0 |
| 2 | 0 |
| 3 | 1 |
| 4 | 2 |
| 5 | 0 |
| 6 | 0 |
| 7 | 0 |
| 8 | 1 |
| 9 | 5 |
| 10 | 1 |
| 11 | 0 |
| 12 | 0 |
2007
| 1 | 3 |
| 2 | 0 |
| 3 | 0 |
| 4 | 1 |
| 5 | 1 |
| 6 | 2 |
| 7 | 0 |
| 8 | 3 |
| 9 | 1 |
| 10 | 1 |
| 11 | 1 |
| 12 | 1 |
2008
| 1 | 1 |
| 2 | 1 |
| 3 | 1 |
| 4 | 1 |
| 5 | 2 |
| 6 | 0 |
| 7 | 0 |
| 8 | 0 |
| 9 | 1 |
| 10 | 0 |
| 11 | 2 |
| 12 | 1 |
2009
| 1 | 0 |
| 2 | 1 |
| 3 | 0 |
| 4 | 0 |
| 5 | 0 |
| 6 | 1 |
| 7 | 0 |
| 8 | 0 |
| 9 | 0 |
| 10 | 0 |
| 11 | 0 |
| 12 | 0 |
2010
| 1 | 0 |
| 2 | 0 |
| 3 | 1 |
| 4 | 1 |
| 5 | 1 |
| 6 | 0 |
| 7 | 1 |
| 8 | 0 |
| 9 | 0 |
| 10 | 0 |
| 11 | 1 |
| 12 | 1 |
2011
| 1 | 0 |
| 2 | 1 |
| 3 | 0 |
| 4 | 0 |
| 5 | 1 |
| 6 | 1 |
| 7 | 1 |
| 8 | 1 |
| 9 | 0 |
| 10 | 0 |
| 11 | 0 |
| 12 | 0 |
2012
| 1 | 1 |
| 2 | 0 |
| 3 | 0 |
| 4 | 1 |
| 5 | 1 |
| 6 | 1 |
| 7 | 0 |
| 8 | 1 |
| 9 | 0 |
| 10 | 0 |
| 11 | 0 |
| 12 | 0 |
2013
| 1 | 1 |
| 2 | 0 |
| 3 | 0 |
| 4 | 0 |
| 5 | 0 |
| 6 | 1 |
| 7 | 1 |
| 8 | 0 |
| 9 | 0 |
| 10 | 1 |
| 11 | 0 |
| 12 | 0 |
2014
| 1 | 1 |
| 2 | 0 |
| 3 | 0 |
| 4 | 0 |
| 5 | 1 |
| 6 | 0 |
| 7 | 0 |
| 8 | 0 |
| 9 | 0 |
| 10 | 0 |
| 11 | 1 |
| 12 | 2 |
2015
| 1 | 0 |
| 2 | 0 |
| 3 | 1 |
| 4 | 1 |
| 5 | 1 |
| 6 | 0 |
| 7 | 1 |
| 8 | 2 |
| 9 | 1 |
| 10 | 1 |
| 11 | 1 |
| 12 | 1 |
2016
| 1 | 3 |
| 2 | 1 |
| 3 | 3 |
| 4 | 2 |
| 5 | 1 |
| 6 | 2 |
| 7 | 1 |
| 8 | 3 |
| 9 | 2 |
| 10 | 4 |
| 11 | 1 |
| 12 | 2 |
2017
| 1 | 0 |
| 2 | 0 |
| 3 | 0 |
| 4 | 0 |
| 5 | 2 |
| 6 | 0 |
| 7 | 1 |
| 8 | 0 |
| 9 | 1 |
| 10 | 1 |
| 11 | 0 |
| 12 | 0 |
2018
| 1 | 0 |
| 2 | 0 |
| 3 | 2 |
| 4 | 0 |
| 5 | 0 |
| 6 | 0 |
| 7 | 0 |
| 8 | 2 |
| 9 | 0 |
| 10 | 1 |
| 11 | 0 |
| 12 | 1 |
2019
| 1 | 2 |
| 2 | 0 |
| 3 | 0 |
| 4 | 0 |
| 5 | 1 |
| 6 | 0 |
| 7 | 0 |
| 8 | 0 |
| 9 | 0 |
| 10 | 0 |
| 11 | 0 |
| 12 | 0 |
2020
| 1 | 0 |
| 2 | 0 |
| 3 | 0 |
| 4 | 0 |
| 5 | 0 |
| 6 | 0 |
| 7 | 0 |
| 8 | 1 |
| 9 | 1 |
| 10 | 1 |
| 11 | 0 |
| 12 | 3 |
2021
| 1 | 1 |
| 2 | 1 |
| 3 | 2 |
| 4 | 1 |
| 5 | 1 |
| 6 | 2 |
| 7 | 1 |
| 8 | 0 |
| 9 | 2 |
| 10 | 1 |
| 11 | 4 |
| 12 | 1 |
2022
| 1 | 2 |
| 2 | 3 |
| 3 | 1 |
| 4 | 0 |
| 5 | 2 |
| 6 | 3 |
| 7 | 1 |
| 8 | 1 |
| 9 | 0 |
| 10 | 6 |
| 11 | 0 |
| 12 | 1 |
2023
| 1 | 1 |
| 2 | 5 |
| 3 | 4 |
| 4 | 1 |
| 5 | 1 |
| 6 | 4 |
| 7 | 0 |
| 8 | 2 |
| 9 | 4 |
| 10 | 1 |
| 11 | 0 |
| 12 | 0 |
2024
| 1 | 0 |
| 2 | 1 |
| 3 | 2 |
| 4 | 4 |
| 5 | 0 |
| 6 | 0 |
| 7 | 0 |
| 8 | 0 |
| 9 | 0 |
| 10 | 0 |
| 11 | 0 |
| 12 | 0 |
