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Fund Report Card

IVV - iShares S&P 500 Index Fund

Best Fit: Large Cap Blend

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

Selected: Total Domestic Equity

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

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
Large Cap Blend	A+	1.000	Domestic Equity
Total Domestic Equity	A+	0.998	Domestic Equity
Balanced	A	0.993	Stock/Bond Blend
Total Domestic Value	A-	0.986	Domestic Equity
Large Cap Value	B+	0.982	Domestic Equity
Total Domestic Growth	B	0.979	Domestic Equity
Large Cap Growth	B	0.979	Domestic Equity
World Equity	B	0.976	International Equity
Mid Cap Blend	C+	0.962	Domestic Equity
Mid Cap Value	C	0.959	Domestic Equity
Mid Cap Growth	C	0.951	Domestic Equity
Small Cap Blend	C-	0.944	Domestic Equity
Small Cap Growth	D+	0.937	Domestic Equity
Non-US World Equity	D+	0.927	International Equity
Micro Cap Stocks	D+	0.923	Domestic Equity
Small Cap Value	D+	0.923	Domestic Equity
Developed Foreign Stock	D+	0.923	International Equity
Emerging Markets	D-	0.863	International Equity
Real Estate/ REITs	D-	0.855	Broad Real Estate
High Yield Bonds	F	0.769	Domestic Fixed Income
Long Term Municipal Bonds	F	0.422	Domestic Fixed Income
Broad Municipals	F	0.341	Domestic Fixed Income
Govt/Corp Bonds	F	0.292	Domestic Fixed Income
Long Term Govt/Corp	F	0.285	Domestic Fixed Income
World Bonds	F	0.262	International Fixed
10 Year Municipal Bonds	F	0.252	Domestic Fixed Income
Intermediate Govt/Credit	F	0.195	Domestic Fixed Income
Intermediate Municipal Bonds	F	0.193	Domestic Fixed Income
Broad Investment Grade	F	0.165	Domestic Fixed Income
Short Term Corp. Bonds	F	0.101	Domestic Fixed Income
Intermediate Govt Bonds	F	-0.124	Domestic Fixed Income