FM&I Scorecard

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Monitor & Insight Ratings

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500 Index	269.71	1.67	0.62	3.59	3.59	6.03	14.08
Agricultural Productivity	21.71	0.02	0.09	0.74	0.74	0.25	20.41
Arizona Muni Income	11.50	0.03	0.27	0.67	0.67	0.06	0.87
Asset Manager 20%	14.85	0.01	0.33	1.01	1.01	1.32	4.90
Asset Manager 30%	13.44	0.02	0.38	1.29	1.29	1.78	6.47
Asset Manager 40%	15.07	0.06	0.40	1.55	1.55	2.21	8.14
Asset Manager 50%	23.78	0.11	0.46	1.84	1.84	2.77	9.88
Asset Manager 60%	19.01	0.11	0.58	2.15	2.15	3.26	11.36
Asset Manager 70%	34.06	0.21	0.62	2.37	2.37	3.81	13.19
Asset Manager 85%	35.05	0.25	0.72	2.79	2.79	4.66	15.79
Automotive	55.11	0.83	1.53	1.70	1.70	-0.65	-2.85
Balanced	35.75	0.15	0.42	2.41	2.41	4.26	12.13
Banking	38.87	-0.01	-0.03	0.93	0.93	11.47	17.04
Biotechnology	29.41	0.33	1.13	4.77	4.77	17.55	22.05
Blue Chip Growth	312.77	4.41	1.43	5.28	5.28	5.30	17.12
Blue Chip Value	32.31	0.15	0.47	2.28	2.28	11.76	25.18
Brokerage and Investment	178.06	0.78	0.44	2.05	2.05	5.81	-5.27
California Limited Term Tax Free	10.46	0.01	0.10	0.53	0.53	0.39	0.69
California Municipal Income	12.22	0.03	0.25	0.80	0.80	-0.13	0.70
Canada	88.70	1.04	1.19	3.83	3.83	7.93	13.46
Capital & Income	11.35	0.03	0.28	1.51	1.51	1.46	7.94
Capital Appreciation	54.42	0.29	0.54	2.43	2.43	4.86	17.92
Chemicals	14.19	0.05	0.35	3.20	3.20	1.65	20.59
China Region	72.70	0.90	1.25	4.18	4.18	-0.87	33.44
Climate Action	17.26	0.20	1.17	4.67	4.67	3.66	17.24
Communications Services	139.14	0.79	0.57	2.23	2.23	-3.04	6.88
Connecticut Muni Income	10.99	0.02	0.19	0.79	0.79	-0.10	0.54
Cons Discretionary	67.16	0.89	1.34	3.09	3.09	0.90	2.11
Conservative Income Bond	10.06	0.00	0.01	0.07	0.07	1.04	2.23
Conservative Income Muni	10.05	0.00	0.01	0.05	0.05	0.64	1.44
Constr & Housing	127.15	1.62	1.29	4.93	4.93	1.44	9.47
Consumer Staples	94.51	0.32	0.34	0.77	0.77	4.45	14.49
Contrafund	27.17	0.38	1.42	4.78	4.78	6.17	11.96
Convertible Securities	42.63	0.50	1.19	2.80	2.80	-0.65	17.66
Corporate Bond	10.47	0.01	0.11	0.57	0.57	-0.42	-0.23
Defense & Aerospace	30.55	0.04	0.13	4.48	4.48	13.74	18.44
Disciplined Equity	83.37	0.51	0.62	3.66	3.66	4.71	15.17
Diversified International	56.18	0.53	0.95	3.01	3.01	6.26	15.53
Dividend Growth	50.47	0.18	0.36	2.23	2.23	4.81	19.26
Emerging Asia	86.00	0.71	0.83	2.92	2.92	0.12	29.83
Emerging Markets	58.84	0.35	0.60	1.45	1.45	-3.00	17.99
Emerging Markets Discovery	23.69	0.17	0.72	4.87	4.87	2.11	23.39
Emerging Markets Index	16.49	0.12	0.73	1.79	1.79	-1.73	20.54
Energy	83.66	-0.89	-1.05	-2.65	-2.65	3.76	36.26
Enterprise Technology Services	44.41	0.10	0.23	2.82	2.82	15.14	2.80
Environment and Alt Energy	53.43	0.41	0.77	4.17	4.17	3.35	14.58
Environmental Bond	8.41	0.02	0.25	0.67	0.67	-0.25	0.01
Equity Div Income	34.10	0.07	0.21	1.49	1.49	8.25	15.88
Equity-Income	95.53	0.27	0.28	1.64	1.64	7.15	15.46
Europe	51.24	0.37	0.73	1.87	1.87	4.68	9.86
Extended Market Index	119.57	2.05	1.74	4.77	4.77	8.24	18.77
Fidelity Fund	122.26	0.74	0.61	3.19	3.19	5.39	8.86
Financial Services	17.55	0.00	0.00	1.45	1.45	13.45	11.55
FinTech	17.57	-0.15	-0.85	3.90	3.90	10.99	-9.57
Floating Rate High Income	9.01	0.00	0.02	0.24	0.24	1.44	2.96
Focused High Income	8.24	0.01	0.14	0.59	0.59	0.85	2.25
Focused Stock	46.78	0.08	0.17	1.72	1.72	2.41	21.89
Founders Fund	28.66	0.07	0.24	2.28	2.28	6.37	10.79
Ginnie Mae	10.25	0.02	0.21	0.56	0.56	-0.17	0.90
Global Commodity Stock	27.26	0.09	0.33	1.11	1.11	-0.76	21.05
Global Equity Income	28.00	0.11	0.39	2.00	2.00	4.38	13.14
Global ex U.S. Index	21.74	0.20	0.93	2.45	2.45	3.97	16.51
Gold	62.08	3.92	6.74	21.18	21.18	0.88	8.79
Government Income	9.06	0.01	0.12	0.51	0.51	-0.22	-0.09
Growth & Income	77.48	0.21	0.27	2.54	2.54	7.74	14.16
Growth Company (closed)	58.86	0.90	1.55	6.23	6.23	5.18	23.09
Growth Discovery	78.77	0.70	0.90	5.21	5.21	2.66	12.80
Growth Strategies	74.97	1.61	2.19	5.44	5.44	0.87	9.80
Health Care	28.48	0.51	1.82	4.09	4.09	17.64	12.99
Health Care Services	117.15	1.68	1.45	-0.26	-0.26	11.64	14.17
Healthy Future	14.69	0.12	0.82	1.80	1.80	4.63	6.57
Hedged Equity	16.47	0.09	0.55	3.20	3.20	4.04	10.46
High Income	8.11	0.01	0.14	0.74	0.74	0.77	3.73
Industrials	75.24	0.20	0.27	3.74	3.74	7.47	23.14
Inflation-Protected Index	9.07	0.02	0.22	0.22	0.22	-0.65	0.89
Infrastructure	17.59	0.06	0.34	-0.06	-0.06	-5.03	5.22
Insurance	98.66	-0.43	-0.43	1.29	1.29	15.89	11.41
Interm Municipal Income	10.14	0.02	0.21	0.75	0.75	0.03	0.49
Intermediate Bond	10.19	0.02	0.21	0.47	0.47	0.23	0.36
Intermediate Government Income	9.77	0.01	0.11	0.37	0.37	0.03	0.23
Intermediate Treasury Index	9.59	0.02	0.22	0.60	0.60	-0.34	-0.50
International Bond Index	9.11	-0.01	-0.11	0.44	0.44	0.32	0.70
International Cap App	38.45	0.24	0.63	1.83	1.83	0.79	7.61
International Growth	25.32	0.14	0.56	3.60	3.60	4.37	11.39
International Index	69.82	0.74	1.07	2.72	2.72	6.94	14.84
International Real Estate	10.59	0.09	0.86	1.05	1.05	-0.84	0.00
International Small Cap	40.38	0.25	0.62	3.88	3.88	0.60	9.67
International Value	15.90	0.11	0.70	1.66	1.66	6.78	12.61
Intl Sustainability Index	17.07	0.17	1.01	2.15	2.15	2.89	11.86
Int'l Discovery	65.66	0.60	0.92	3.26	3.26	5.09	14.91
Int'l Small Cap Oppty (Closed)	23.72	0.05	0.21	3.04	3.04	2.07	8.76
Investment Grade Bond	7.14	0.01	0.15	0.64	0.64	-0.19	-0.03
Japan	25.27	0.37	1.49	5.69	5.69	6.62	27.82
Japan Smaller Cos	21.02	0.12	0.57	5.36	5.36	7.24	25.27
Large Cap Stock	71.19	0.25	0.35	2.96	2.96	6.73	15.06
Leisure	17.40	0.17	0.99	3.14	3.14	10.83	3.41
Leveraged Co Stk	52.40	0.33	0.63	4.51	4.51	2.44	19.25
Limited Term Bond	11.50	0.02	0.19	0.43	0.43	0.62	1.16
Limited Term Government	9.63	0.01	0.11	0.17	0.17	0.32	0.57
Limited Term Municipal Income	10.57	0.01	0.10	0.43	0.43	0.52	1.07
Long-Term Treasury Index	8.86	0.02	0.24	0.99	0.99	-1.86	-2.28
Low-Priced Stock	48.62	0.19	0.39	2.25	2.25	9.06	17.92
Lrg Cap Value Index	25.55	0.15	0.59	2.36	2.36	11.43	23.43
Lrge Cap Growth Indx	48.87	0.46	0.95	5.35	5.35	1.73	5.67
Magellan	15.90	0.03	0.19	3.18	3.18	3.19	8.58
Maryland Muni Income	10.83	0.03	0.29	0.80	0.80	-0.21	0.35
Mass Muni Income	11.40	0.02	0.18	0.67	0.67	-0.19	0.79
Materials	102.17	1.46	1.45	5.82	5.82	0.38	14.73
Medical Tech and Devices	50.77	1.31	2.65	4.66	4.66	17.14	-3.15
Mega Cap Stock	36.07	0.11	0.31	3.12	3.12	6.43	15.42
Michigan Muni Income	11.55	0.02	0.18	0.76	0.76	0.04	0.83
Mid Cap Growth Index	36.99	0.87	2.41	5.14	5.14	4.26	5.47
Mid Cap Index	43.68	0.53	1.23	3.19	3.19	8.23	18.28
Mid Cap Value	39.24	0.23	0.59	2.27	2.27	11.64	28.94
Mid Cap Value Index	35.94	0.30	0.84	2.57	2.57	9.44	22.33
Mid-Cap Stock	52.82	0.89	1.71	3.77	3.77	3.55	19.24
Minnesota Muni Income	11.08	0.03	0.28	0.87	0.87	-0.16	0.35
Mortgage Securities	9.85	0.02	0.21	0.59	0.59	-0.22	0.63
Multi-Asset Income	16.08	0.10	0.63	2.01	2.01	-2.43	5.85
Multi-Asset Index	75.24	0.59	0.79	2.89	2.89	4.67	13.22
Municipal Income	12.21	0.03	0.26	0.72	0.72	-0.11	0.92
Nasdaq Composite Index	339.78	4.36	1.30	5.20	5.20	3.61	15.20
Natural Resources	65.84	0.48	0.73	1.71	1.71	2.17	25.81
New Jersey Muni Income	11.62	0.03	0.27	0.84	0.84	-0.20	0.87
New Markets Income	13.93	0.01	0.08	0.89	0.89	0.30	3.99
New Millennium	77.91	0.87	1.13	4.44	4.44	7.02	16.14
New York Muni Income	12.34	0.03	0.25	0.79	0.79	-0.23	1.00
Nordic	72.49	0.36	0.50	1.70	1.70	0.43	10.50
Ohio Municipal Income	11.46	0.02	0.18	0.76	0.76	-0.05	0.95
OTC	30.73	0.49	1.62	5.78	5.78	6.04	26.57
Overseas	78.59	0.76	0.98	3.30	3.30	5.25	9.11
Pacific Basin	49.06	0.48	0.99	3.66	3.66	2.89	26.64
Pennsylvania Muni Income	10.46	0.02	0.20	0.73	0.73	0.07	0.74
Pharmaceuticals	34.10	0.13	0.38	1.10	1.10	8.25	13.11
Puritan	28.62	0.20	0.70	2.80	2.80	3.47	10.74
Real Estate Income	12.52	0.03	0.24	0.40	0.40	1.05	4.89
Real Estate Index	18.16	0.08	0.44	-0.49	-0.49	3.07	13.15
Real Estate Investment	43.41	0.18	0.42	-0.30	-0.30	2.74	15.29
Retailing	18.48	0.14	0.76	2.27	2.27	3.07	10.04
Risk Parity	11.67	0.10	0.86	2.19	2.19	0.43	10.00
Semiconductors	63.91	1.42	2.27	7.97	7.97	6.55	61.13
Short Duration High Income	8.97	0.01	0.13	0.56	0.56	0.91	3.51
Short-Term Bond	8.42	0.00	0.01	0.20	0.20	0.60	1.07
Short-Term Bond Idx	10.01	0.01	0.11	0.36	0.36	0.47	0.77
Short-Term Treasury Index	10.24	0.01	0.11	0.26	0.26	0.36	0.58
Small Cap Discovery	27.68	0.14	0.51	4.41	4.41	10.54	21.93
Small Cap Growth	44.36	0.53	1.21	5.72	5.72	9.15	26.89
Small Cap Growth Index	37.68	0.53	1.43	5.13	5.13	6.50	20.96
Small Cap Index	38.03	0.41	1.09	3.54	3.54	7.19	23.13
Small Cap Stock	21.82	0.17	0.79	4.65	4.65	9.93	23.33
Small Cap Value	25.70	0.17	0.67	2.55	2.55	9.55	28.50
Small Cap Value Index	35.34	0.27	0.77	1.93	1.93	7.88	25.32
Software & IT Services	23.37	0.66	2.91	8.45	8.45	18.21	1.75
Stock Sel Large Cap Value	33.01	0.17	0.52	2.20	2.20	9.49	16.75
Stock Selector All Cap	107.30	0.71	0.67	3.59	3.59	7.01	19.47
Stock Selector Mid Cap	56.72	0.73	1.30	3.60	3.60	6.74	23.01
Stock Selector Small Cap	52.47	0.43	0.83	3.55	3.55	6.47	23.95
Strategic Dividend & Income	20.05	0.07	0.35	0.91	0.91	4.07	14.95
Strategic Income	12.17	0.02	0.18	0.82	0.82	0.41	3.03
Strategic Real Return	9.44	0.03	0.32	0.32	0.32	0.23	8.48
Sustainability Bond Idx	9.18	0.01	0.12	0.52	0.52	-0.33	-0.02
Sustainable Core Plus Bond	9.22	0.01	0.12	0.51	0.51	-0.24	0.13
Sustainable Emerg Markets Equity	14.49	0.10	0.69	2.04	2.04	-3.34	23.11
Sustainable Intermed Muni	10.13	0.02	0.21	0.76	0.76	-0.13	0.38
Sustainable International Equity	13.27	0.15	1.14	2.79	2.79	6.33	14.69
Sustainable Low Duration Bond	10.22	0.00	0.01	0.06	0.06	0.93	2.08
Sustainable Multi-Asset	13.18	0.07	0.53	2.49	2.49	3.53	11.41
Sustainable U.S. Equity	17.68	0.11	0.63	3.63	3.63	6.63	16.32
Tactical Bond	8.75	0.02	0.24	0.66	0.66	-0.06	0.60
Tax-Free Bond	10.97	0.02	0.19	0.80	0.80	-0.01	1.05
Tech Hardware	209.39	-0.78	-0.37	1.44	1.44	10.03	65.11
Technology	55.28	0.95	1.75	5.82	5.82	12.15	37.97
Telecom & Utilities	33.34	0.28	0.85	-0.71	-0.71	-6.39	1.03
Telecommunications	67.65	0.51	0.76	3.14	3.14	1.46	16.57
Total Bond	9.45	0.01	0.12	0.62	0.62	-0.21	0.21
Total International Equity	17.14	0.12	0.71	2.57	2.57	3.25	15.11
Total International Index	20.10	0.19	0.95	2.76	2.76	3.55	16.05
Total Market Index	213.98	1.59	0.75	3.72	3.72	6.29	14.63
Transportation	124.08	1.59	1.30	2.92	2.92	9.50	20.71
Trend	224.37	2.80	1.26	5.95	5.95	1.20	14.47
U.S. Bond Index	10.32	0.01	0.11	0.56	0.56	-0.31	-0.03
U.S. Sustainability Index	34.84	0.17	0.49	3.85	3.85	6.41	14.34
Utilities	130.21	0.82	0.63	-1.87	-1.87	-6.13	1.33
Value	17.36	0.05	0.29	0.87	0.87	10.22	25.98
Value Discovery	46.49	0.21	0.45	2.02	2.02	11.06	20.13
Value Strategies	71.21	0.19	0.27	0.84	0.84	9.93	29.85
Water Sustainability	19.55	0.04	0.21	2.68	2.68	3.42	6.18
Wireless	14.81	0.15	1.02	4.81	4.81	3.64	26.42
Womens Leadership Fund	21.82	0.13	0.60	3.36	3.36	7.30	17.55
Worldwide	42.96	0.21	0.49	2.58	2.58	2.73	18.35
ZERO Extended Market Index	18.42	0.24	1.32	3.77	3.77	7.59	21.74
ZERO International Index	17.25	0.17	1.00	2.68	2.68	4.17	17.11
ZERO Large Cap Index	27.79	0.19	0.69	3.69	3.69	6.27	13.89
ZERO Total Market Index	27.11	0.20	0.74	3.71	3.71	6.40	14.68

194 of 194 funds in this group	Average of All Funds	0.65	2.43	2.43	3.91	12.10

500 Index

Agricultural Productivity

Arizona Muni Income

Asset Manager 20%

Asset Manager 30%

Asset Manager 40%

Asset Manager 50%

Asset Manager 60%

Asset Manager 70%

Asset Manager 85%

Automotive

Balanced

Banking

Biotechnology

Blue Chip Growth

Blue Chip Value

Brokerage and Investment

California Limited Term Tax Free

California Municipal Income

Canada

Capital & Income

Capital Appreciation

Chemicals

China Region

Climate Action

Communications Services

Connecticut Muni Income

Cons Discretionary

Conservative Income Bond

Conservative Income Muni

Constr & Housing

Consumer Staples

Contrafund

Convertible Securities

Corporate Bond

Defense & Aerospace

Disciplined Equity

Diversified International

Dividend Growth

Emerging Asia

Emerging Markets

Emerging Markets Discovery

Emerging Markets Index

Energy

Enterprise Technology Services

Environment and Alt Energy

Environmental Bond

Equity Div Income

Equity-Income

Europe

Extended Market Index

Fidelity Fund

Financial Services

FinTech

Floating Rate High Income

Focused High Income

Focused Stock

Founders Fund

Ginnie Mae

Global Commodity Stock

Global Equity Income

Global ex U.S. Index

Gold

Government Income

Growth & Income

Growth Company (closed)

Growth Discovery

Growth Strategies

Health Care

Health Care Services

Healthy Future

Hedged Equity

High Income

Industrials

Inflation-Protected Index

Infrastructure

Insurance

Interm Municipal Income

Intermediate Bond

Intermediate Government Income