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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 YearsB+B-D-
Prior 3 YearsB-A-B-C-
Last 6 YearsC+A-B-D-

Selected: Intermediate Govt Bonds

  Fund Grades
  Overall Diversification Expense Relative
Risk
Return Risk of Material
Underperformance
Last 3 YearsD+A+D-
Prior 3 YearsD+D+D+D+
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 BondsB+0.985Domestic Fixed Income
Broad MunicipalsB-0.972Domestic Fixed Income
Intermediate Municipal BondsD+0.928Domestic Fixed Income
Long Term Municipal BondsD-0.890Domestic Fixed Income
Govt/Corp Bonds0.761Domestic Fixed Income
Broad Investment Grade0.749Domestic Fixed Income
Intermediate Govt Bonds0.719Domestic Fixed Income
Intermediate Govt/Credit0.716Domestic Fixed Income
Long Term Govt/Corp0.690Domestic Fixed Income
Short Term Corp. Bonds0.588Domestic Fixed Income
World Bonds0.437International Fixed
Real Estate/ REITs-0.101Broad Real Estate
High Yield Bonds-0.109Domestic Fixed Income
Emerging Markets-0.196International Equity
Developed Foreign Stock-0.213International Equity
Non-US World Equity-0.215International Equity
Balanced-0.244Stock/Bond Blend
World Equity-0.264International Equity
Large Cap Growth-0.287Domestic Equity
Total Domestic Growth-0.301Domestic Equity
Large Cap Blend-0.315Domestic Equity
Total Domestic Equity-0.325Domestic Equity
Mid Cap Growth-0.331Domestic Equity
Large Cap Value-0.338Domestic Equity
Total Domestic Value-0.342Domestic Equity
Mid Cap Blend-0.345Domestic Equity
Mid Cap Value-0.353Domestic Equity
Small Cap Value-0.380Domestic Equity
Small Cap Blend-0.386Domestic Equity
Small Cap Growth-0.389Domestic Equity
Micro Cap Stocks-0.407Domestic Equity