FM&I Scorecard

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Monitor & Insight Ratings

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500 Index	256.25	-0.02	-0.01	-1.90	-2.84	11.93	8.10
Agricultural Productivity	21.61	0.44	2.08	2.27	2.17	-1.19	19.39
Arizona Muni Income	11.64	0.01	0.09	0.14	0.63	2.74	1.76
Asset Manager 20%	14.85	0.03	0.20	-0.27	0.10	3.93	4.34
Asset Manager 30%	13.40	0.03	0.22	-0.45	0.05	5.25	5.60
Asset Manager 40%	14.99	0.04	0.27	-0.60	0.00	6.64	6.95
Asset Manager 50%	23.56	0.08	0.34	-0.80	-0.08	8.05	8.30
Asset Manager 60%	18.66	0.07	0.38	-1.01	-0.27	9.25	9.31
Asset Manager 70%	33.30	0.14	0.42	-1.22	-0.33	10.63	10.67
Asset Manager 85%	34.06	0.17	0.50	-1.50	-0.50	12.60	12.52
Automotive	52.96	-0.04	-0.08	-2.03	-6.27	-0.41	-6.64
Balanced	34.86	0.03	0.09	-1.19	-0.88	9.99	8.89
Banking	37.87	0.40	1.07	4.53	9.55	17.20	14.03
Biotechnology	27.85	0.53	1.94	6.95	8.87	16.27	15.58
Blue Chip Growth	302.50	-1.17	-0.39	-4.84	-2.90	19.84	13.28
Blue Chip Value	30.96	0.48	1.57	1.14	3.86	19.44	19.95
Brokerage and Investment	158.27	-2.45	-1.52	-5.60	-5.05	1.83	-15.80
California Limited Term Tax Free	10.50	0.00	0.01	0.05	0.27	1.17	0.77
California Municipal Income	12.39	0.01	0.09	0.14	0.62	2.82	1.73
Canada	81.92	0.32	0.39	-0.02	-2.39	2.90	4.78
Capital & Income	11.42	0.04	0.36	-0.62	0.19	6.52	8.09
Capital Appreciation	52.79	0.26	0.49	-2.85	-1.60	16.07	14.39
Chemicals	14.43	0.18	1.26	2.12	4.72	5.01	22.63
China Region	72.64	-0.34	-0.47	-3.85	-1.12	21.21	33.33
Climate Action	17.00	0.10	0.59	-1.11	-2.86	15.25	14.25
Communications Services	135.15	-1.52	-1.11	-4.78	-7.29	9.60	3.82
Connecticut Muni Income	11.11	0.00	0.01	0.05	0.45	2.12	1.32
Cons Discretionary	64.26	-0.74	-1.14	-2.92	-5.01	5.21	-2.30
Conservative Income Bond	10.06	0.00	0.01	0.18	0.28	1.26	1.79
Conservative Income Muni	10.06	0.00	0.01	0.05	0.20	0.91	1.22
Constr & Housing	131.77	2.17	1.67	3.15	8.02	11.61	13.44
Consumer Staples	92.41	-0.56	-0.60	1.54	2.92	5.91	11.46
Contrafund	25.95	-0.08	-0.31	-3.60	-1.03	11.52	6.93
Convertible Securities	43.99	0.04	0.09	-2.42	-1.52	13.61	20.99
Corporate Bond	10.66	0.00	0.01	0.37	0.40	1.89	1.06
Defense & Aerospace	29.03	0.19	0.66	-0.14	2.43	8.76	12.55
Disciplined Equity	81.79	0.59	0.73	-2.15	-0.45	17.73	12.99
Diversified International	55.03	0.62	1.14	-1.45	1.68	12.74	13.16
Dividend Growth	49.40	0.45	0.92	-1.83	-0.32	15.24	16.35
Emerging Asia	90.51	0.69	0.77	-2.40	1.72	28.55	36.64
Emerging Markets	62.00	0.58	0.94	-2.81	1.04	20.29	24.32
Emerging Markets Discovery	22.56	0.05	0.22	-3.30	-1.14	8.78	17.50
Emerging Markets Index	17.15	0.13	0.76	-3.38	-0.06	18.93	25.37
Energy	77.81	1.14	1.49	1.33	-3.27	-8.15	26.74
Enterprise Technology Services	38.45	-0.43	-1.11	-0.80	-5.27	8.77	-11.00
Environment and Alt Energy	53.59	0.69	1.30	-0.80	-0.63	13.15	14.93
Environmental Bond	8.53	0.00	0.01	0.43	0.51	1.23	0.99
Equity Div Income	32.55	0.17	0.53	0.99	1.66	7.77	10.09
Equity-Income	91.37	0.25	0.27	0.68	1.45	6.50	10.02
Europe	50.26	0.59	1.19	-0.69	0.52	10.80	7.76
Extended Market Index	116.27	0.62	0.54	-0.05	1.88	15.54	15.50
Fidelity Fund	112.11	-0.72	-0.64	-1.80	-4.06	6.09	-0.18
Financial Services	16.17	-0.01	-0.06	0.75	5.27	11.50	2.78
FinTech	15.49	-0.12	-0.77	0.32	-0.77	3.61	-20.28
Floating Rate High Income	8.97	-0.01	-0.09	-0.31	-0.31	2.13	1.75
Focused High Income	8.27	0.00	0.02	-0.01	0.14	2.48	1.99
Focused Stock	49.65	0.80	1.64	-2.05	4.15	31.56	29.36
Founders Fund	27.53	-0.03	-0.11	-2.51	-2.76	13.13	6.42
Ginnie Mae	10.38	0.01	0.11	0.46	0.55	1.46	1.74
Global Commodity Stock	25.36	0.19	0.75	-2.57	-7.34	-7.41	12.61
Global Equity Income	27.04	-0.06	-0.22	-1.53	-2.06	9.23	8.84
Global ex U.S. Index	21.26	0.15	0.71	-1.94	-0.37	11.48	13.93
Gold	51.68	0.77	1.51	-8.27	-15.53	-11.82	-9.43
Government Income	9.19	0.01	0.12	0.40	0.59	1.05	0.92
Growth & Income	73.42	0.32	0.44	-0.31	0.31	7.85	7.85
Growth Company (closed)	56.82	0.09	0.16	-3.40	-3.22	19.72	18.82
Growth Discovery	76.03	-0.26	-0.34	-3.66	-4.63	13.44	8.88
Growth Strategies	77.55	0.53	0.69	-0.27	1.84	14.04	13.58
Health Care	26.84	0.63	2.40	6.72	8.53	14.03	6.49
Health Care Services	116.99	2.34	2.04	4.27	10.48	26.31	14.01
Healthy Future	14.44	0.07	0.49	1.12	1.29	9.03	4.76
Hedged Equity	15.84	0.00	0.00	-1.74	-3.00	10.15	6.24
High Income	8.15	-0.01	-0.11	-0.37	-0.07	3.21	3.50
Industrials	74.67	1.75	2.40	2.04	7.53	13.70	22.21
Inflation-Protected Index	9.24	0.02	0.22	0.22	-0.32	1.11	1.44
Infrastructure	18.64	0.17	0.92	0.98	1.53	4.95	11.21
Insurance	88.86	-0.95	-1.06	1.72	6.32	5.79	0.34
Interm Municipal Income	10.24	0.00	0.01	0.06	0.31	1.95	1.12
Intermediate Bond	10.25	0.01	0.11	0.37	0.26	0.90	0.51
Intermediate Government Income	9.82	0.00	0.01	0.27	0.12	0.59	0.38
Intermediate Treasury Index	9.70	0.01	0.11	0.49	0.36	0.66	0.20
International Bond Index	9.24	0.00	0.00	0.22	0.65	1.59	1.59
International Cap App	39.81	0.54	1.38	-2.21	2.55	15.49	11.42
International Growth	25.09	0.37	1.50	-2.18	2.91	11.36	10.38
International Index	66.35	0.51	0.77	-1.28	-0.33	8.42	9.13
International Real Estate	10.27	0.08	0.79	1.08	-1.72	-0.39	-3.02
International Small Cap	39.83	0.05	0.13	-2.81	-2.74	8.03	8.17
International Value	15.00	0.11	0.74	-1.06	-0.86	5.78	6.23
Intl Sustainability Index	16.78	0.13	0.78	-1.81	0.24	9.39	9.96
Int'l Discovery	64.16	0.41	0.64	-1.82	0.47	13.50	12.29
Int'l Small Cap Oppty (Closed)	22.93	0.08	0.35	-1.50	-3.37	6.85	5.14
Investment Grade Bond	7.24	0.00	0.01	0.35	0.55	1.26	0.90
Japan	24.70	0.07	0.28	-3.59	0.16	16.40	24.94
Japan Smaller Cos	20.78	0.22	1.07	-1.75	2.31	15.90	23.84
Large Cap Stock	67.06	0.12	0.18	-1.48	-1.21	9.43	8.38
Leisure	16.46	-0.19	-1.14	0.18	5.51	7.64	-2.18
Leveraged Co Stk	54.42	1.05	1.97	-1.07	3.28	23.18	23.85
Limited Term Bond	11.53	0.00	0.01	0.17	0.12	1.23	0.92
Limited Term Government	9.66	0.00	0.01	0.17	0.04	0.68	0.47
Limited Term Municipal Income	10.60	0.00	0.01	-0.04	0.27	1.11	1.03
Long-Term Treasury Index	9.27	0.00	0.01	0.73	1.94	1.98	1.74
Low-Priced Stock	45.88	0.23	0.50	0.50	1.66	9.52	11.28
Lrg Cap Value Index	24.24	0.34	1.42	0.96	3.06	14.18	17.10
Lrge Cap Growth Indx	46.31	-0.61	-1.30	-4.22	-7.53	9.43	0.09
Magellan	15.36	0.03	0.20	-2.85	-2.29	11.45	4.89
Maryland Muni Income	10.98	0.01	0.10	0.14	0.46	2.71	1.43
Mass Muni Income	11.56	0.01	0.09	0.14	0.54	2.59	1.86
Materials	101.53	1.33	1.33	-0.94	-1.11	3.40	14.01
Medical Tech and Devices	46.79	1.24	2.72	6.32	5.96	4.38	-10.74
Mega Cap Stock	33.76	0.01	0.03	-1.89	-2.14	9.29	8.03
Michigan Muni Income	11.70	0.01	0.09	0.14	0.55	2.62	1.77
Mid Cap Growth Index	36.24	-0.04	-0.11	-0.58	-1.04	8.24	3.34
Mid Cap Index	42.44	0.56	1.34	1.31	2.76	12.51	14.92
Mid Cap Value	38.06	0.77	2.06	2.04	6.13	19.50	25.07
Mid Cap Value Index	34.82	0.60	1.75	1.84	3.85	13.75	18.52
Mid-Cap Stock	53.43	0.70	1.33	0.70	4.08	13.43	20.61
Minnesota Muni Income	11.22	0.01	0.10	0.05	0.46	2.52	1.29
Mortgage Securities	9.99	0.01	0.11	0.48	0.47	1.44	1.55
Multi-Asset Income	15.86	-0.20	-1.24	-3.13	-4.34	1.25	3.86
Multi-Asset Index	72.98	0.23	0.32	-1.37	-0.91	10.56	9.82
Municipal Income	12.38	0.01	0.09	0.14	0.63	2.78	1.94
Nasdaq Composite Index	322.86	-1.48	-0.46	-4.35	-5.87	15.88	9.47
Natural Resources	59.78	0.55	0.93	-1.90	-7.04	-9.53	14.23
New Jersey Muni Income	11.76	0.00	0.01	0.06	0.47	2.55	1.71
New Markets Income	14.07	0.01	0.08	-0.12	0.70	4.22	4.46
New Millennium	75.13	0.24	0.32	-2.93	0.05	14.44	12.00
New York Muni Income	12.54	0.01	0.09	0.22	0.78	3.20	2.28
Nordic	70.20	0.62	0.89	-0.78	-5.42	7.59	7.01
Ohio Municipal Income	11.61	0.01	0.09	0.14	0.55	2.72	1.90
OTC	29.74	-0.07	-0.23	-5.44	-2.46	24.59	22.49
Overseas	77.15	0.82	1.07	-1.63	1.94	9.70	7.11
Pacific Basin	49.55	0.10	0.20	-4.14	0.73	19.98	27.90
Pennsylvania Muni Income	10.59	0.01	0.10	0.15	0.59	2.61	1.61
Pharmaceuticals	33.77	0.29	0.87	3.40	2.64	12.13	12.02
Puritan	28.41	0.13	0.46	-1.73	-0.11	10.17	9.45
Real Estate Income	12.62	0.00	0.00	0.48	0.40	4.04	4.38
Real Estate Index	17.94	0.05	0.28	2.63	2.63	11.85	11.78
Real Estate Investment	43.01	0.06	0.14	2.53	2.71	11.77	14.23
Retailing	17.09	-0.33	-1.89	-1.95	-3.23	4.51	1.77
Risk Parity	11.47	0.08	0.70	-1.12	-1.80	5.71	8.11
Semiconductors	70.50	1.29	1.86	-4.91	4.34	59.59	77.75
Short Duration High Income	9.00	0.00	0.02	-0.11	0.08	3.04	3.17
Short-Term Bond	8.43	0.00	0.01	0.20	0.04	0.92	0.73
Short-Term Bond Idx	10.03	0.01	0.11	0.26	0.12	0.81	0.60
Short-Term Treasury Index	10.26	0.01	0.11	0.26	0.12	0.70	0.41
Small Cap Discovery	27.12	0.30	1.12	1.65	5.87	20.18	19.46
Small Cap Growth	43.74	0.51	1.18	1.11	5.17	22.90	25.11
Small Cap Growth Index	37.82	0.24	0.64	0.53	2.88	22.08	21.41
Small Cap Index	37.71	0.27	0.72	0.96	3.15	19.00	21.92
Small Cap Stock	21.77	0.32	1.49	1.30	6.89	24.12	23.05
Small Cap Value	25.26	0.38	1.53	2.27	7.63	22.56	26.30
Small Cap Value Index	34.49	0.28	0.82	1.44	3.42	15.70	22.30
Software & IT Services	18.60	-0.35	-1.85	-4.37	-15.34	8.33	-19.02
Stock Sel Large Cap Value	31.02	0.21	0.68	0.29	2.14	9.65	9.71
Stock Selector All Cap	101.84	0.15	0.15	-1.86	-1.43	15.18	13.39
Stock Selector Mid Cap	56.39	0.71	1.28	0.84	4.39	15.93	22.29
Stock Selector Small Cap	51.87	0.81	1.59	2.37	5.66	16.14	22.54
Strategic Dividend & Income	19.91	0.06	0.30	0.66	1.17	7.95	13.59
Strategic Income	12.29	0.02	0.18	-0.08	0.46	3.50	3.62
Strategic Real Return	9.37	0.04	0.43	-0.32	-1.88	0.63	6.20
Sustainability Bond Idx	9.32	0.01	0.12	0.40	0.49	1.27	1.03
Sustainable Core Plus Bond	9.35	0.00	0.01	0.29	0.49	1.34	1.07
Sustainable Emerg Markets Equity	14.88	0.07	0.47	-3.69	-1.65	18.00	26.42
Sustainable Intermed Muni	10.24	0.00	0.01	-0.04	0.32	2.00	1.09
Sustainable International Equity	12.91	0.09	0.70	-1.68	0.78	13.15	11.58
Sustainable Low Duration Bond	10.21	0.00	0.01	0.06	0.21	1.11	1.61
Sustainable Multi-Asset	12.83	0.04	0.31	-1.46	-0.85	10.22	8.45
Sustainable U.S. Equity	17.03	0.03	0.18	-1.50	-0.64	15.15	12.04
Tactical Bond	8.88	0.01	0.13	0.32	0.67	1.78	1.64
Tax-Free Bond	11.12	0.01	0.10	0.15	0.59	2.91	2.04
Tech Hardware	236.41	5.82	2.52	-1.95	7.34	56.41	86.42
Technology	54.40	-0.15	-0.27	-5.03	-2.39	38.52	35.77
Telecom & Utilities	35.51	0.28	0.79	2.45	1.23	-0.84	7.14
Telecommunications	66.46	0.24	0.36	0.27	-8.76	-1.63	13.28
Total Bond	9.59	0.01	0.12	0.40	0.51	1.47	1.19
Total International Equity	16.83	0.13	0.78	-2.15	-0.12	10.94	13.03
Total International Index	19.62	0.13	0.67	-2.00	-0.86	10.85	13.28
Total Market Index	203.36	0.11	0.05	-1.69	-2.31	12.35	8.94
Transportation	123.21	1.94	1.60	3.27	3.29	16.51	19.86
Trend	226.21	0.82	0.36	-2.94	-1.82	19.44	15.41
U.S. Bond Index	10.47	0.00	0.01	0.36	0.46	1.32	0.96
U.S. Sustainability Index	32.74	0.03	0.09	-1.77	-2.33	13.13	7.45
Utilities	140.38	1.12	0.80	2.79	3.11	2.12	8.84
Value	16.79	0.30	1.82	1.70	4.81	17.17	21.84
Value Discovery	43.24	0.46	1.08	1.05	1.50	10.19	11.73
Value Strategies	69.08	1.24	1.83	1.51	4.59	17.52	25.97
Water Sustainability	20.22	0.39	1.97	2.48	4.50	1.71	3.85
Wireless	15.20	-0.01	-0.07	-3.61	-3.31	20.91	29.75
Womens Leadership Fund	21.11	0.07	0.33	-1.36	-0.49	17.23	13.72
Worldwide	44.14	0.53	1.22	-1.76	1.96	23.33	21.60
ZERO Extended Market Index	17.89	0.13	0.73	0.96	2.29	14.61	18.24
ZERO International Index	16.80	0.11	0.66	-2.10	-0.71	11.18	14.05
ZERO Large Cap Index	26.33	0.00	0.00	-1.94	-2.73	12.09	7.91
ZERO Total Market Index	25.75	0.02	0.08	-1.64	-2.28	12.35	8.93

194 of 194 funds in this group	Average of All Funds	0.45	-0.52	0.32	9.61	10.17

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