FM&I Scorecard

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Monitor & Insight Ratings

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500 Index	261.83	-1.35	-0.51	-0.54	0.49	7.29	10.74
Agricultural Productivity	22.03	0.23	1.06	2.04	1.63	0.66	22.18
Arizona Muni Income	11.57	-0.03	-0.25	-0.30	-0.66	0.80	1.29
Asset Manager 20%	14.80	-0.03	-0.20	-0.13	-0.34	1.67	4.27
Asset Manager 30%	13.35	-0.04	-0.30	-0.30	-0.53	2.26	5.51
Asset Manager 40%	14.90	-0.06	-0.40	-0.40	-0.62	2.93	6.92
Asset Manager 50%	23.45	-0.11	-0.47	-0.47	-0.70	3.62	8.36
Asset Manager 60%	18.69	-0.11	-0.59	-0.53	-0.80	4.18	9.49
Asset Manager 70%	33.39	-0.22	-0.65	-0.65	-0.86	4.90	10.97
Asset Manager 85%	34.20	-0.28	-0.81	-0.81	-0.98	5.85	12.98
Automotive	54.13	0.63	1.18	0.88	-0.46	-2.40	-4.58
Balanced	35.19	-0.16	-0.45	-0.28	-0.07	5.99	10.38
Banking	39.49	0.72	1.86	3.16	5.00	14.36	18.91
Biotechnology	28.25	-0.39	-1.36	-3.19	-2.75	11.00	17.24
Blue Chip Growth	303.12	-6.73	-2.17	-2.83	-3.31	8.47	13.51
Blue Chip Value	31.37	0.15	0.48	0.64	0.58	13.66	21.54
Brokerage and Investment	175.81	-0.09	-0.05	2.85	10.58	4.41	-6.47
California Limited Term Tax Free	10.46	-0.02	-0.18	-0.15	-0.27	0.24	0.53
California Municipal Income	12.30	-0.03	-0.24	-0.36	-0.84	0.66	1.16
Canada	84.85	0.16	0.19	1.11	3.73	2.02	8.53
Capital & Income	11.27	-0.05	-0.43	-0.64	-1.49	2.63	6.89
Capital Appreciation	52.79	-0.60	-1.12	-1.35	-1.22	7.41	14.39
Chemicals	14.17	0.16	1.14	0.43	-1.80	1.14	20.42
China Region	70.28	-1.23	-1.72	-3.08	-6.18	5.68	29.00
Climate Action	16.74	-0.14	-0.83	-1.06	-2.37	7.22	13.71
Communications Services	144.37	-3.28	-2.22	-0.39	3.32	5.16	10.90
Connecticut Muni Income	11.05	-0.02	-0.17	-0.23	-0.61	0.49	0.92
Cons Discretionary	66.29	0.39	0.59	0.84	0.14	1.48	0.79
Conservative Income Bond	10.06	0.00	0.01	0.06	0.16	1.13	1.99
Conservative Income Muni	10.06	0.00	0.01	0.04	0.12	0.84	1.38
Constr & Housing	124.83	1.10	0.89	0.70	-4.67	2.84	7.47
Consumer Staples	93.73	2.46	2.70	1.62	2.43	6.59	13.54
Contrafund	26.55	-0.30	-1.12	-1.23	-0.93	5.95	9.40
Convertible Securities	41.63	-0.88	-2.07	-3.43	-5.57	1.47	14.90
Corporate Bond	10.53	0.00	0.01	-0.03	-0.76	-0.15	0.06
Defense & Aerospace	28.26	-0.69	-2.38	-3.29	-4.66	4.28	9.56
Disciplined Equity	80.87	-1.38	-1.68	-1.83	-2.99	7.06	11.71
Diversified International	54.19	-0.64	-1.17	-1.54	-2.52	4.01	11.43
Dividend Growth	49.00	-0.37	-0.75	-1.17	-0.98	7.22	15.79
Emerging Asia	85.19	-2.02	-2.32	-3.97	-7.26	10.67	28.61
Emerging Markets	58.10	-1.30	-2.19	-3.89	-6.86	3.14	16.50
Emerging Markets Discovery	22.52	-0.16	-0.71	-1.57	-1.44	0.85	17.29
Emerging Markets Index	16.22	-0.31	-1.88	-3.62	-6.03	3.64	18.57
Energy	82.33	0.42	0.51	2.91	6.63	1.59	34.10
Enterprise Technology Services	42.01	0.62	1.50	0.77	3.75	13.63	-2.76
Environment and Alt Energy	52.29	-0.18	-0.34	-2.66	-3.95	4.73	12.14
Environmental Bond	8.45	0.00	0.01	0.06	-0.54	-0.18	0.24
Equity Div Income	33.46	0.42	1.27	1.15	2.96	7.54	13.70
Equity-Income	92.78	0.74	0.80	0.51	1.58	5.01	12.13
Europe	49.79	-0.23	-0.46	0.16	-2.07	2.60	6.75
Extended Market Index	115.80	-0.41	-0.35	-0.76	-2.76	8.18	15.03
Fidelity Fund	117.64	-0.21	-0.18	0.25	2.88	4.00	4.75
Financial Services	17.30	0.18	1.05	2.19	6.40	11.40	9.96
FinTech	17.04	0.12	0.71	3.15	6.83	5.25	-12.30
Floating Rate High Income	9.01	0.00	0.02	0.21	0.61	2.03	2.55
Focused High Income	8.25	-0.01	-0.11	-0.04	-0.02	0.95	2.04
Focused Stock	46.85	-1.00	-2.09	-3.68	-6.99	12.62	22.07
Founders Fund	27.68	-0.29	-1.04	-1.00	-0.54	6.04	7.00
Ginnie Mae	10.30	0.00	0.01	0.16	-0.33	-0.09	1.16
Global Commodity Stock	26.21	-0.14	-0.53	1.20	3.80	-5.96	16.39
Global Equity Income	27.28	-0.03	-0.11	-0.29	0.28	4.73	10.23
Global ex U.S. Index	21.03	-0.22	-1.04	-1.27	-1.82	2.89	12.70
Gold	48.78	-2.01	-3.96	-6.07	-6.26	-26.37	-14.51
Government Income	9.10	-0.01	-0.10	0.06	-0.50	-0.15	0.12
Growth & Income	75.05	0.14	0.19	0.36	1.39	5.58	10.58
Growth Company (closed)	56.67	-1.25	-2.16	-3.34	-3.95	8.21	18.51
Growth Discovery	76.37	-1.63	-2.09	-2.30	-3.50	4.02	9.37
Growth Strategies	72.42	-1.41	-1.91	-3.34	-8.43	2.03	6.06
Health Care	27.78	-0.08	-0.29	-0.96	0.87	13.16	10.22
Health Care Services	120.45	0.09	0.07	-0.86	1.47	21.70	17.39
Healthy Future	14.60	0.08	0.55	-0.41	-0.54	6.07	5.92
Hedged Equity	16.18	-0.06	-0.37	-0.43	0.37	6.38	8.52
High Income	8.12	-0.01	-0.11	-0.03	-0.12	1.24	3.45
Industrials	72.68	-0.11	-0.15	-0.83	-3.62	6.91	18.95
Inflation-Protected Index	9.08	0.00	0.00	0.00	-0.33	-0.22	1.00
Infrastructure	18.09	-0.16	-0.88	-1.68	-2.95	-2.06	8.22
Insurance	95.39	1.82	1.95	-0.43	4.66	9.23	7.72
Interm Municipal Income	10.18	-0.02	-0.19	-0.25	-0.56	0.38	0.69
Intermediate Bond	10.20	-0.01	-0.09	0.06	-0.14	0.01	0.23
Intermediate Government Income	9.79	0.00	0.01	0.15	-0.07	-0.02	0.23
Intermediate Treasury Index	9.62	-0.01	-0.09	0.06	-0.46	-0.58	-0.42
International Bond Index	9.09	-0.01	-0.11	-0.33	-1.09	0.32	0.48
International Cap App	37.73	-0.82	-2.13	-3.26	-5.93	1.62	5.60
International Growth	24.39	-0.27	-1.09	-1.33	-4.50	1.71	7.30
International Index	66.89	-0.49	-0.73	-0.36	-0.06	2.48	10.02
International Real Estate	10.35	0.01	0.10	0.39	0.88	-4.34	-2.27
International Small Cap	39.32	-0.39	-0.98	-1.33	-2.48	-0.03	6.79
International Value	15.34	-0.08	-0.52	-0.07	1.72	1.99	8.64
Intl Sustainability Index	16.70	-0.15	-0.89	-1.01	-1.59	1.77	9.44
Int'l Discovery	63.32	-0.56	-0.88	-1.02	-2.64	4.16	10.82
Int'l Small Cap Oppty (Closed)	23.12	-0.13	-0.56	0.00	0.26	0.78	6.01
Investment Grade Bond	7.17	0.00	0.01	0.06	-0.53	-0.25	0.14
Japan	23.93	-0.56	-2.29	-3.78	-3.86	4.77	21.04
Japan Smaller Cos	20.13	-0.47	-2.28	-3.73	-4.14	6.06	19.96
Large Cap Stock	68.85	-0.35	-0.51	-0.19	1.10	5.66	11.28
Leisure	16.50	0.14	0.86	-0.66	-0.42	3.00	-1.94
Leveraged Co Stk	50.78	-1.11	-2.14	-3.53	-7.10	6.41	15.57
Limited Term Bond	11.51	0.00	0.01	0.15	0.09	0.51	0.98
Limited Term Government	9.64	-0.01	-0.09	0.06	0.04	0.17	0.45
Limited Term Municipal Income	10.58	-0.01	-0.09	-0.05	-0.17	0.48	0.99
Long-Term Treasury Index	8.99	0.00	0.01	-0.16	-1.90	-1.00	-1.11
Low-Priced Stock	47.04	0.35	0.75	1.16	1.97	7.52	14.09
Lrg Cap Value Index	24.74	0.21	0.86	1.06	2.87	11.29	19.52
Lrge Cap Growth Indx	47.50	-0.94	-1.94	-2.24	-2.48	3.37	2.70
Magellan	15.42	-0.25	-1.60	-1.97	-2.22	2.76	5.30
Maryland Muni Income	10.90	-0.03	-0.27	-0.32	-0.80	0.57	0.83
Mass Muni Income	11.48	-0.03	-0.25	-0.39	-0.75	0.64	1.31
Materials	97.49	-0.11	-0.11	-1.06	-2.35	-5.89	9.47
Medical Tech and Devices	48.76	0.71	1.48	1.37	4.39	8.00	-6.98
Mega Cap Stock	34.87	-0.22	-0.63	-0.11	1.51	5.96	11.58
Michigan Muni Income	11.62	-0.03	-0.25	-0.38	-0.73	0.79	1.24
Mid Cap Growth Index	35.54	-0.51	-1.41	-2.90	-5.50	2.60	1.34
Mid Cap Index	42.46	0.20	0.47	0.02	-0.28	7.44	14.97
Mid Cap Value	38.37	0.37	0.97	1.13	0.76	13.72	26.09
Mid Cap Value Index	35.08	0.39	1.12	1.04	1.56	8.98	19.40
Mid-Cap Stock	51.86	-0.08	-0.15	-0.67	-3.39	4.76	17.07
Minnesota Muni Income	11.14	-0.02	-0.17	-0.31	-0.69	0.43	0.72
Mortgage Securities	9.90	0.00	0.01	0.17	-0.33	-0.15	0.88
Multi-Asset Income	15.90	-0.15	-0.92	-1.16	-0.08	-2.10	4.65
Multi-Asset Index	73.25	-0.45	-0.61	-0.76	-0.85	4.72	10.22
Municipal Income	12.29	-0.03	-0.24	-0.36	-0.76	0.68	1.37
Nasdaq Composite Index	329.44	-4.94	-1.48	-1.53	-1.29	7.57	11.70
Natural Resources	61.80	-0.11	-0.18	1.18	4.06	-6.84	18.09
New Jersey Muni Income	11.68	-0.03	-0.25	-0.29	-0.72	0.45	1.19
New Markets Income	13.97	-0.02	-0.13	-0.21	-0.44	1.11	3.98
New Millennium	75.60	-0.84	-1.10	-1.15	-2.06	7.62	12.70
New York Muni Income	12.44	-0.03	-0.23	-0.43	-0.83	0.80	1.62
Nordic	70.89	-0.03	-0.04	0.40	-0.10	-1.47	8.06
Ohio Municipal Income	11.54	-0.02	-0.17	-0.30	-0.65	0.78	1.46
OTC	29.96	-0.65	-2.12	-2.12	-3.54	12.84	23.39
Overseas	75.66	-0.69	-0.90	-1.16	-2.94	0.91	5.04
Pacific Basin	47.63	-1.00	-2.06	-4.03	-4.85	5.70	22.95
Pennsylvania Muni Income	10.52	-0.03	-0.28	-0.33	-0.72	0.69	1.11
Pharmaceuticals	34.22	0.29	0.85	-0.98	-1.81	11.47	13.51
Puritan	28.17	-0.24	-0.84	-0.81	-2.13	4.60	9.00
Real Estate Income	12.54	0.06	0.48	0.56	0.81	1.86	5.05
Real Estate Index	18.48	0.42	2.33	2.90	3.82	6.32	15.14
Real Estate Investment	44.09	0.95	2.20	2.58	3.74	5.47	17.09
Retailing	17.74	0.19	1.08	2.01	3.02	1.66	5.64
Risk Parity	11.45	-0.06	-0.52	-0.43	-0.35	0.44	7.92
Semiconductors	61.20	-2.96	-4.61	-8.90	-14.31	17.42	54.30
Short Duration High Income	8.98	0.00	0.02	0.09	0.02	1.47	3.25
Short-Term Bond	8.43	0.00	0.01	0.18	0.17	0.56	0.94
Short-Term Bond Idx	10.01	0.00	0.01	0.15	0.04	0.23	0.57
Short-Term Treasury Index	10.25	0.00	0.01	0.15	0.13	0.22	0.48
Small Cap Discovery	26.44	-0.10	-0.38	-0.60	-3.61	10.58	16.46
Small Cap Growth	42.52	-0.74	-1.71	-1.96	-4.71	10.82	21.62
Small Cap Growth Index	36.44	-0.51	-1.38	-1.96	-4.31	8.23	16.98
Small Cap Index	37.26	-0.02	-0.05	-0.11	-1.61	9.71	20.64
Small Cap Stock	21.06	-0.08	-0.38	-0.66	-4.36	12.63	19.04
Small Cap Value	25.63	0.31	1.22	1.30	-0.43	17.89	28.15
Small Cap Value Index	35.10	0.46	1.33	1.86	1.27	11.18	24.47
Software & IT Services	20.71	-0.04	-0.19	1.37	3.81	13.79	-9.83
Stock Sel Large Cap Value	31.99	0.31	0.98	1.52	3.46	8.44	13.14
Stock Selector All Cap	104.45	-0.79	-0.75	-0.50	0.20	9.38	16.30
Stock Selector Mid Cap	55.72	0.15	0.27	0.02	-1.85	8.74	20.84
Stock Selector Small Cap	51.31	0.07	0.14	0.67	-1.74	8.59	21.21
Strategic Dividend & Income	19.82	0.11	0.56	-0.20	-0.32	4.44	13.63
Strategic Income	12.17	-0.02	-0.15	-0.19	-0.74	0.98	2.78
Strategic Real Return	9.37	0.00	0.00	0.64	1.61	0.11	7.68
Sustainability Bond Idx	9.23	0.00	0.01	0.06	-0.48	-0.14	0.27
Sustainable Core Plus Bond	9.26	-0.01	-0.10	0.06	-0.59	-0.17	0.31
Sustainable Emerg Markets Equity	14.25	-0.28	-1.93	-3.32	-5.13	2.74	21.07
Sustainable Intermed Muni	10.17	-0.02	-0.19	-0.34	-0.65	0.31	0.57
Sustainable International Equity	12.83	-0.11	-0.85	-0.47	-1.76	4.65	10.89
Sustainable Low Duration Bond	10.22	0.00	0.01	0.15	0.23	1.00	1.88
Sustainable Multi-Asset	12.87	-0.07	-0.54	-0.69	-1.08	4.46	8.79
Sustainable U.S. Equity	17.11	-0.12	-0.70	-1.04	-1.27	8.36	12.57
Tactical Bond	8.78	-0.01	-0.10	-0.04	-0.61	0.03	0.70
Tax-Free Bond	11.04	-0.03	-0.26	-0.31	-0.76	0.78	1.48
Tech Hardware	203.62	-9.03	-4.25	-9.82	-13.05	20.02	60.56
Technology	53.20	-1.27	-2.33	-4.02	-4.37	21.52	32.78
Telecom & Utilities	34.41	0.05	0.15	-0.20	-0.72	-5.13	4.27
Telecommunications	65.48	-0.33	-0.50	-0.70	-1.88	-5.07	12.83
Total Bond	9.49	-0.01	-0.09	-0.04	-0.55	-0.13	0.36
Total International Equity	16.59	-0.15	-0.90	-1.19	-2.18	2.34	11.42
Total International Index	19.42	-0.21	-1.07	-1.27	-1.72	2.32	12.12
Total Market Index	207.67	-1.03	-0.49	-0.56	0.12	7.40	11.25
Transportation	126.97	3.03	2.44	1.74	2.77	12.45	23.52
Trend	217.86	-5.89	-2.63	-3.52	-6.24	5.99	11.15
U.S. Bond Index	10.37	-0.01	-0.09	0.06	-0.51	-0.23	0.21
U.S. Sustainability Index	33.54	-0.16	-0.47	-0.62	-0.12	8.26	10.08
Utilities	136.65	0.02	0.01	-0.46	-1.08	-3.35	6.34
Value	17.20	0.22	1.30	1.84	2.38	13.01	24.82
Value Discovery	44.85	0.49	1.10	1.59	3.13	9.60	15.89
Value Strategies	70.54	0.88	1.26	1.73	2.25	13.15	28.63
Water Sustainability	19.24	0.20	1.05	0.10	-0.31	-0.94	4.50
Wireless	14.52	-0.29	-1.96	-4.03	-5.90	9.01	23.95
Womens Leadership Fund	21.14	-0.16	-0.75	-1.49	-1.12	9.57	13.88
Worldwide	42.51	-0.79	-1.82	-2.81	-5.18	8.86	17.11
ZERO Extended Market Index	17.93	0.04	0.22	0.00	-1.54	7.43	18.51
ZERO International Index	16.66	-0.17	-1.01	-1.24	-1.59	2.97	13.10
ZERO Large Cap Index	26.96	-0.15	-0.55	-0.59	0.41	7.50	10.49
ZERO Total Market Index	26.31	-0.12	-0.45	-0.53	0.23	7.52	11.29

194 of 194 funds in this group	Average of All Funds	-0.38	-0.60	-0.89	4.29	9.95

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