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Mutual Fund Insights: JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX)

In-depth Analysis of JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX)

Mutual fund chart: JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX)

3 months
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See JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) performance details as of January 31, 2010

  

    Last Trade: $10.99 on 3/16/2010, Change: 0.00 (0%)

  

Fund Manager - Richard D. Taormina

Fund Manager Tenure: 4.0 years
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Taormina is a portfolio manager at J.P. Morgan Investment Management, his employer since 1997. He is responsible for managing municipal mutual funds, institutional fixed income accounts and quantitative analysis. Previously, he was a certified financial planner for the Financial Advisory Group, where he was an investment analyst. Prior to joining JPMIM, he was the senior trader at The Vanguard Group of Investment Companies.  Get more insights on Richard D. Taormina

  

What we like about JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) What we like about JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX)

Data for JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) as of January 31, 2010

  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) management has been with JPMorgan Intermediate Tax Free Bond Sel Fund for 4.0 years
  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) has good mid-term performance (3-year return 4.73% vs 4.03% Muni National Interm category average)
  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) has good Long-term performance (5-year return 3.75% vs 3.40% Muni National Interm category average)
  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) ratio of up-years vs down years is greater than 2
  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.49, lower than category average of 5.4
  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) has a lower management fee than its Muni National Interm average: 0.60% vs 0.90%
  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) What we are cautious about JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX)

Data for JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) as of January 31, 2010

  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) has a less-than-ideal short-term performance (1-year return 4.62% vs 7.83% Muni National Interm category average)
  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) has a Morningstar rating of 3 and below
  • JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) is less safe compared to its Muni National Interm peers
See JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Muni National Interm category?

Below are some additional Muni National Interm mutual funds generated out of our database

  

JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) Net Asset

Track net asset change of JPMorgan Intermediate Tax Free Bond Sel fund (VSITX)

DateNet Asset
01/2010$3.65B
11/2009$3.70B
10/2009$3.66B
More historic net asset information on JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX)

  

JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Intermediate Tax Free Bond Sel fund (VSITX)

DateCashStockBondOther
10/20099.22%0%90.78%0%
09/20099.36%0%90.64%0%
08/20099.9%0%90.1%0%
Click here to see more historic asset allocation information on JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX)

  

Most Recent Top 10 Holdings in JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX)

Discover what JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX) manager is buying

31-Oct-09
JPMorgan Tax-Free Money Mkt Inst [7.12%]
New York N Y City Transitional Ref Bds [0.73%]
Adams Cnty Colo Multi-Cnty Sin Single Fa [0.7%]
Arizona Sch Facs Brd Ctfs Part Ctfs P 5% [0.64%]
Buckeye Ohio Tob Settlement Fi To 5.125% [0.59%]
Adams & Arapahoe Cntys Colo Jt Go 6.25% [0.55%]
California St Econ Recover Double Ba 5% [0.55%]
Mississippi Hsg Fin Corp Singl Single Fa [0.55%]
Wisconsin St Go Ref Bd 5% [0.54%]
Golden St Tob Securitization C Ass 6.75% [0.52%]

30-Sep-09
JPMorgan Tax-Free Money Mkt Inst [7.3%]
New York N Y City Transitional Ref Bds [0.71%]
Adams Cnty Colo Multi-Cnty Sin Single Fa [0.7%]
Arizona Sch Facs Brd Ctfs Part Ctfs P 5% [0.62%]
Buckeye Ohio Tob Settlement Fi To 5.125% [0.61%]
California St Econ Recover Double Ba 5% [0.56%]
Adams & Arapahoe Cntys Colo Jt Go 6.25% [0.55%]
Mississippi Hsg Fin Corp Singl Single Fa [0.55%]
Wisconsin St Go Ref Bd 5% [0.54%]
Golden St Tob Securitization C Toba 4.5% [0.53%]

31-Aug-09
JPMorgan Tax-Free Money Mkt Inst [8.03%]
New York N Y City Transitional Ref Bds [0.72%]
Adams Cnty Colo Multi-Cnty Sin Single Fa [0.69%]
Arizona Sch Facs Brd Ctfs Part Ctfs P 5% [0.62%]
Buckeye Ohio Tob Settlement Fi To 5.125% [0.58%]
Pennsylvania St Go Ref Bd 5% [0.57%]
California St Econ Recover Double Ba 5% [0.55%]
Adams & Arapahoe Cntys Colo Jt Go 6.25% [0.54%]
Mississippi Hsg Fin Corp Singl Single Fa [0.54%]
Wisconsin St Go Ref Bd 5% [0.53%]
Click here for Stock Holding Change Map in JPMorgan Intermediate Tax Free Bond Sel Fund (VSITX)

  

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