Search by: Asset Class:
Advanced Search


Fund Report Card


VSITX - JPMorgan Intermediate T/F Bd Sel   Print Report

Best Fit: 10 Year Muni Bonds

  Fund Grades
  Overall Diversification Expense Relative
Risk
Return Risk of Material
Underperformance
Last 3 YearsA-B-D-
Prior 3 YearsB-A-B-C-
Last 6 YearsC+A-B-D-

Selected: Intermediate Govt/Credit

  Fund Grades
  Overall Diversification Expense Relative
Risk
Return Risk of Material
Underperformance
Last 3 YearsD-C-C-
Prior 3 YearsD-
Last 6 YearsD+D+

Grade this Fund Versus Another Asset Class
To create another report card, click on an asset class below to use for grading this fund.
Note: Diversification grades and correlations below are based on the last three years of data
  Asset Class Diversification Grade Correlation To Fund Asset Class Type
10 Year Municipal BondsA-0.985Domestic Fixed Income
Broad MunicipalsB-0.972Domestic Fixed Income
Intermediate Municipal BondsD+0.929Domestic Fixed Income
Long Term Municipal Bonds0.891Domestic Fixed Income
Govt/Corp Bonds0.763Domestic Fixed Income
Broad Investment Grade0.751Domestic Fixed Income
Intermediate Govt Bonds0.719Domestic Fixed Income
Intermediate Govt/Credit0.719Domestic Fixed Income
Long Term Govt/Corp0.694Domestic Fixed Income
Short Term Corp. Bonds0.594Domestic Fixed Income
World Bonds0.421International Fixed
Real Estate/ REITs-0.091Broad Real Estate
High Yield Bonds-0.100Domestic Fixed Income
Emerging Markets-0.194International Equity
Non-US World Equity-0.233International Equity
Developed Foreign Stock-0.234International Equity
Balanced-0.244Stock/Bond Blend
World Equity-0.273International Equity
Large Cap Growth-0.289Domestic Equity
Total Domestic Growth-0.301Domestic Equity
Large Cap Blend-0.315Domestic Equity
Mid Cap Growth-0.319Domestic Equity
Total Domestic Equity-0.321Domestic Equity
Mid Cap Blend-0.330Domestic Equity
Total Domestic Value-0.334Domestic Equity
Mid Cap Value-0.334Domestic Equity
Large Cap Value-0.335Domestic Equity
Small Cap Value-0.350Domestic Equity
Small Cap Blend-0.364Domestic Equity
Micro Cap Stocks-0.372Domestic Equity
Small Cap Growth-0.373Domestic Equity