FM&I Scorecard

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Monitor & Insight Ratings:

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

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

Semiconductors

Tech Hardware

Technology

Focused Stock

Emerging Asia

Health Care Services

OTC

Small Cap Stock

Worldwide

Leveraged Co Stk

Small Cap Growth

Small Cap Value

Small Cap Growth Index

China Region

Wireless

Emerging Markets

Small Cap Discovery

Pacific Basin

Blue Chip Growth

Growth Company (closed)

Mid Cap Value

Blue Chip Value

Trend

Small Cap Index

Emerging Markets Index

Sustainable Emerg Markets Equity

Disciplined Equity

Value Strategies

Womens Leadership Fund

Banking

Value

Transportation

Japan

Biotechnology

Stock Selector Small Cap

Capital Appreciation

Stock Selector Mid Cap

Japan Smaller Cos

Nasdaq Composite Index

Small Cap Value Index

Extended Market Index

International Cap App

Climate Action

Dividend Growth

Stock Selector All Cap

Sustainable U.S. Equity

ZERO Extended Market Index

New Millennium

Lrg Cap Value Index

Growth Strategies

Health Care

Mid Cap Value Index

Industrials

Convertible Securities

Int'l Discovery

Growth Discovery

Mid-Cap Stock

Environment and Alt Energy

Sustainable International Equity

U.S. Sustainability Index

Founders Fund

Diversified International

Asset Manager 85%

Mid Cap Index

ZERO Total Market Index

Total Market Index

Pharmaceuticals

ZERO Large Cap Index

500 Index

Real Estate Index

Real Estate Investment

Constr & Housing

Contrafund

Financial Services

Global ex U.S. Index

Magellan

International Growth

ZERO International Index

Total International Equity

Total International Index