Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: (06/25/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
Health Care Services	FSHCX	Hold	116.99	2.34	2.04	4.27	10.48	26.31	14.01
Banking	FSRBX	Hold	37.87	0.40	1.07	4.53	9.55	17.20	14.03
Biotechnology	FBIOX	Buy	27.85	0.53	1.94	6.95	8.87	16.27	15.58
Health Care	FSPHX	OK to Buy	26.84	0.63	2.40	6.72	8.53	14.03	6.49
Constr & Housing	FSHOX	Hold	131.77	2.17	1.67	3.15	8.02	11.61	13.44
Small Cap Value	FCPVX	Hold	25.26	0.38	1.53	2.27	7.63	22.56	26.30
Industrials	FIDRX	Buy	74.67	1.75	2.40	2.04	7.53	13.70	22.21
Tech Hardware	FDCPX	Buy	236.41	5.82	2.52	-1.95	7.34	56.41	86.42
Small Cap Stock	FSLCX	Hold	21.77	0.32	1.49	1.30	6.89	24.12	23.05
Insurance	FSPCX	OK to Sell	88.86	-0.95	-1.06	1.72	6.32	5.79	0.34
Mid Cap Value	FSMVX	Hold	38.06	0.77	2.06	2.04	6.13	19.50	25.07
Medical Tech and Devices	FSMEX	OK to Sell	46.79	1.24	2.72	6.32	5.96	4.38	-10.74
Small Cap Discovery	FSCRX	Hold	27.12	0.30	1.12	1.65	5.87	20.18	19.46
Stock Selector Small Cap	FDSCX	OK to Buy	51.87	0.81	1.59	2.37	5.66	16.14	22.54
Leisure	FDLSX	Hold	16.46	-0.19	-1.14	0.18	5.51	7.64	-2.18
Financial Services	FIDSX	OK to Buy	16.17	-0.01	-0.06	0.75	5.27	11.50	2.78
Small Cap Growth	FCPGX	Hold	43.74	0.51	1.18	1.11	5.17	22.90	25.11
Value	FDVLX	Hold	16.79	0.30	1.82	1.70	4.81	17.17	21.84
Chemicals	FSCHX	Hold	14.43	0.18	1.26	2.12	4.72	5.01	22.63
Value Strategies	FSLSX	Hold	69.08	1.24	1.83	1.51	4.59	17.52	25.97
Water Sustainability	FLOWX	Hold	20.22	0.39	1.97	2.48	4.50	1.71	3.85
Stock Selector Mid Cap	FSSMX	Hold	56.39	0.71	1.28	0.84	4.39	15.93	22.29
Semiconductors	FSELX	OK to Buy	70.50	1.29	1.86	-4.91	4.34	59.59	77.75
Focused Stock	FTQGX	Hold	49.65	0.80	1.64	-2.05	4.15	31.56	29.36
Mid-Cap Stock	FMCSX	Buy	53.43	0.70	1.33	0.70	4.08	13.43	20.61
Blue Chip Value	FBCVX	Hold	30.96	0.48	1.57	1.14	3.86	19.44	19.95
Mid Cap Value Index	FIMVX	Hold	34.82	0.60	1.75	1.84	3.85	13.75	18.52
Small Cap Value Index	FISVX	OK to Buy	34.49	0.28	0.82	1.44	3.42	15.70	22.30
Transportation	FSRFX	Hold	123.21	1.94	1.60	3.27	3.29	16.51	19.86
Leveraged Co Stk	FLVCX	OK to Buy	54.42	1.05	1.97	-1.07	3.28	23.18	23.85
Small Cap Index	FSSNX	Hold	37.71	0.27	0.72	0.96	3.15	19.00	21.92
Utilities	FSUTX	Hold	140.38	1.12	0.80	2.79	3.11	2.12	8.84
Lrg Cap Value Index	FLCOX	Hold	24.24	0.34	1.42	0.96	3.06	14.18	17.10
Consumer Staples	FDFAX	Buy	92.41	-0.56	-0.60	1.54	2.92	5.91	11.46
International Growth	FIGFX	Hold	25.09	0.37	1.50	-2.18	2.91	11.36	10.38
Small Cap Growth Index	FECGX	OK to Buy	37.82	0.24	0.64	0.53	2.88	22.08	21.41
Mid Cap Index	FSMDX	Hold	42.44	0.56	1.34	1.31	2.76	12.51	14.92
Real Estate Investment	FRESX	Hold	43.01	0.06	0.14	2.53	2.71	11.77	14.23
Pharmaceuticals	FPHAX	Buy	33.77	0.29	0.87	3.40	2.64	12.13	12.02
Real Estate Index	FSRNX	Hold	17.94	0.05	0.28	2.63	2.63	11.85	11.78
International Cap App	FICQX	Hold	39.81	0.54	1.38	-2.21	2.55	15.49	11.42
Defense & Aerospace	FSDAX	OK to Buy	29.03	0.19	0.66	-0.14	2.43	8.76	12.55
Japan Smaller Cos	FJSCX	Hold	20.78	0.22	1.07	-1.75	2.31	15.90	23.84

 

Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: ( 06/25/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
ZERO Extended Market Index	FZIPX	OK to Buy	17.89	0.13	0.73	0.96	2.29	14.61	18.24
Agricultural Productivity	FARMX	Hold	21.61	0.44	2.08	2.27	2.17	-1.19	19.39
Stock Sel Large Cap Value	FSLVX	OK to Buy	31.02	0.21	0.68	0.29	2.14	9.65	9.71
Worldwide	FWWFX	Hold	44.14	0.53	1.22	-1.76	1.96	23.33	21.60
Overseas	FOSFX	Hold	77.15	0.82	1.07	-1.63	1.94	9.70	7.11
Long-Term Treasury Index	FNBGX	OK to Sell	9.27	0.00	0.01	0.73	1.94	1.98	1.74
Extended Market Index	FSMAX	Hold	116.27	0.62	0.54	-0.05	1.88	15.54	15.50
Growth Strategies	FDEGX	OK to Buy	77.55	0.53	0.69	-0.27	1.84	14.04	13.58
Emerging Asia	FSEAX	Hold	90.51	0.69	0.77	-2.40	1.72	28.55	36.64
Diversified International	FDIVX	Hold	55.03	0.62	1.14	-1.45	1.68	12.74	13.16
Low-Priced Stock	FLPSX	Buy	45.88	0.23	0.50	0.50	1.66	9.52	11.28
Equity Div Income	FEQTX	OK to Buy	32.55	0.17	0.53	0.99	1.66	7.77	10.09
Infrastructure	FNSTX	OK to Buy	18.64	0.17	0.92	0.98	1.53	4.95	11.21
Value Discovery	FVDFX	OK to Buy	43.24	0.46	1.08	1.05	1.50	10.19	11.73
Equity-Income	FEQIX	Buy	91.37	0.25	0.27	0.68	1.45	6.50	10.02
Healthy Future	FAPHX	OK to Buy	14.44	0.07	0.49	1.12	1.29	9.03	4.76
Telecom & Utilities	FIUIX	Hold	35.51	0.28	0.79	2.45	1.23	-0.84	7.14
Strategic Dividend & Income	FSDIX	OK to Buy	19.91	0.06	0.30	0.66	1.17	7.95	13.59
Emerging Markets	FEMKX	Hold	62.00	0.58	0.94	-2.81	1.04	20.29	24.32
Sustainable International Equity	FSYRX	Hold	12.91	0.09	0.70	-1.68	0.78	13.15	11.58
New York Muni Income	FTFMX	Hold	12.54	0.01	0.09	0.22	0.78	3.20	2.28
Pacific Basin	FPBFX	OK to Buy	49.55	0.10	0.20	-4.14	0.73	19.98	27.90
New Markets Income	FNMIX	OK to Buy	14.07	0.01	0.08	-0.12	0.70	4.22	4.46
Tactical Bond	FBAGX	Hold	8.88	0.01	0.13	0.32	0.67	1.78	1.64
International Bond Index	FBIIX	Hold	9.24	0.00	0.00	0.22	0.65	1.59	1.59
Municipal Income	FHIGX	Hold	12.38	0.01	0.09	0.14	0.63	2.78	1.94
Arizona Muni Income	FSAZX	Hold	11.64	0.01	0.09	0.14	0.63	2.74	1.76
California Municipal Income	FCTFX	Hold	12.39	0.01	0.09	0.14	0.62	2.82	1.73
Tax-Free Bond	FTABX	Hold	11.12	0.01	0.10	0.15	0.59	2.91	2.04
Government Income	FGOVX	Hold	9.19	0.01	0.12	0.40	0.59	1.05	0.92
Pennsylvania Muni Income	FPXTX	Hold	10.59	0.01	0.10	0.15	0.59	2.61	1.61
Michigan Muni Income	FMHTX	Hold	11.70	0.01	0.09	0.14	0.55	2.62	1.77
Ohio Municipal Income	FOHFX	Hold	11.61	0.01	0.09	0.14	0.55	2.72	1.90
Investment Grade Bond	FBNDX	OK to Buy	7.24	0.00	0.01	0.35	0.55	1.26	0.90
Ginnie Mae	FGMNX	Hold	10.38	0.01	0.11	0.46	0.55	1.46	1.74
Mass Muni Income	FDMMX	Hold	11.56	0.01	0.09	0.14	0.54	2.59	1.86
Europe	FIEUX	Hold	50.26	0.59	1.19	-0.69	0.52	10.80	7.76
Total Bond	FTBFX	OK to Buy	9.59	0.01	0.12	0.40	0.51	1.47	1.19
Environmental Bond	FFEBX	Hold	8.53	0.00	0.01	0.43	0.51	1.23	0.99
Sustainability Bond Idx	FNDSX	Hold	9.32	0.01	0.12	0.40	0.49	1.27	1.03
Sustainable Core Plus Bond	FIAEX	Hold	9.35	0.00	0.01	0.29	0.49	1.34	1.07
Int'l Discovery	FIGRX	Hold	64.16	0.41	0.64	-1.82	0.47	13.50	12.29
Mortgage Securities	FMSFX	Hold	9.99	0.01	0.11	0.48	0.47	1.44	1.55

 

Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: ( 06/25/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
New Jersey Muni Income	FNJHX	Hold	11.76	0.00	0.01	0.06	0.47	2.55	1.71
Strategic Income	FADMX	OK to Buy	12.29	0.02	0.18	-0.08	0.46	3.50	3.62
U.S. Bond Index	FXNAX	OK to Buy	10.47	0.00	0.01	0.36	0.46	1.32	0.96
Minnesota Muni Income	FIMIX	Hold	11.22	0.01	0.10	0.05	0.46	2.52	1.29
Maryland Muni Income	SMDMX	Hold	10.98	0.01	0.10	0.14	0.46	2.71	1.43
Connecticut Muni Income	FICNX	Hold	11.11	0.00	0.01	0.05	0.45	2.12	1.32
Corporate Bond	FCBFX	Hold	10.66	0.00	0.01	0.37	0.40	1.89	1.06
Real Estate Income	FRIFX	Hold	12.62	0.00	0.00	0.48	0.40	4.04	4.38
Intermediate Treasury Index	FUAMX	Hold	9.70	0.01	0.11	0.49	0.36	0.66	0.20
Sustainable Intermed Muni	FSIKX	Hold	10.24	0.00	0.01	-0.04	0.32	2.00	1.09
Growth & Income	FGRIX	OK to Buy	73.42	0.32	0.44	-0.31	0.31	7.85	7.85
Interm Municipal Income	FLTMX	Hold	10.24	0.00	0.01	0.06	0.31	1.95	1.12
Conservative Income Bond	FCNVX	Buy	10.06	0.00	0.01	0.18	0.28	1.26	1.79
Limited Term Municipal Income	FSTFX	OK to Buy	10.60	0.00	0.01	-0.04	0.27	1.11	1.03
California Limited Term Tax Free	FCSTX	Hold	10.50	0.00	0.01	0.05	0.27	1.17	0.77
Intermediate Bond	FTHRX	Buy	10.25	0.01	0.11	0.37	0.26	0.90	0.51
Intl Sustainability Index	FNIDX	Hold	16.78	0.13	0.78	-1.81	0.24	9.39	9.96
Sustainable Low Duration Bond	FAPGX	Buy	10.21	0.00	0.01	0.06	0.21	1.11	1.61
Conservative Income Muni	FMNDX	Buy	10.06	0.00	0.01	0.05	0.20	0.91	1.22
Capital & Income	FAGIX	OK to Buy	11.42	0.04	0.36	-0.62	0.19	6.52	8.09
Japan	FJPNX	Hold	24.70	0.07	0.28	-3.59	0.16	16.40	24.94
Focused High Income	FHIFX	OK to Buy	8.27	0.00	0.02	-0.01	0.14	2.48	1.99
Short-Term Bond Idx	FNSOX	OK to Buy	10.03	0.01	0.11	0.26	0.12	0.81	0.60
Short-Term Treasury Index	FUMBX	OK to Buy	10.26	0.01	0.11	0.26	0.12	0.70	0.41
Intermediate Government Income	FSTGX	Hold	9.82	0.00	0.01	0.27	0.12	0.59	0.38
Limited Term Bond	FJRLX	Buy	11.53	0.00	0.01	0.17	0.12	1.23	0.92
Asset Manager 20%	FASIX	Hold	14.85	0.03	0.20	-0.27	0.10	3.93	4.34
Short Duration High Income	FSAHX	OK to Buy	9.00	0.00	0.02	-0.11	0.08	3.04	3.17
New Millennium	FMILX	Buy	75.13	0.24	0.32	-2.93	0.05	14.44	12.00
Asset Manager 30%	FTANX	Hold	13.40	0.03	0.22	-0.45	0.05	5.25	5.60
Short-Term Bond	FSHBX	Buy	8.43	0.00	0.01	0.20	0.04	0.92	0.73
Limited Term Government	FFXSX	OK to Buy	9.66	0.00	0.01	0.17	0.04	0.68	0.47
Asset Manager 40%	FFANX	Hold	14.99	0.04	0.27	-0.60	0.00	6.64	6.95
Emerging Markets Index	FPADX	Hold	17.15	0.13	0.76	-3.38	-0.06	18.93	25.37
High Income	SPHIX	OK to Buy	8.15	-0.01	-0.11	-0.37	-0.07	3.21	3.50
Asset Manager 50%	FASMX	Hold	23.56	0.08	0.34	-0.80	-0.08	8.05	8.30
Puritan	FPURX	Buy	28.41	0.13	0.46	-1.73	-0.11	10.17	9.45
Total International Equity	FTIEX	Hold	16.83	0.13	0.78	-2.15	-0.12	10.94	13.03
Asset Manager 60%	FSANX	Hold	18.66	0.07	0.38	-1.01	-0.27	9.25	9.31
Floating Rate High Income	FFRHX	OK to Buy	8.97	-0.01	-0.09	-0.31	-0.31	2.13	1.75
Dividend Growth	FDGFX	Buy	49.40	0.45	0.92	-1.83	-0.32	15.24	16.35
Inflation-Protected Index	FIPDX	OK to Buy	9.24	0.02	0.22	0.22	-0.32	1.11	1.44
Asset Manager 70%	FASGX	Hold	33.30	0.14	0.42	-1.22	-0.33	10.63	10.67

 

Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: ( 06/25/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
International Index	FSPSX	Hold	66.35	0.51	0.77	-1.28	-0.33	8.42	9.13
Global ex U.S. Index	FSGGX	OK to Buy	21.26	0.15	0.71	-1.94	-0.37	11.48	13.93
Disciplined Equity	FDEQX	Hold	81.79	0.59	0.73	-2.15	-0.45	17.73	12.99
Womens Leadership Fund	FWOMX	Hold	21.11	0.07	0.33	-1.36	-0.49	17.23	13.72
Asset Manager 85%	FAMRX	Hold	34.06	0.17	0.50	-1.50	-0.50	12.60	12.52
Environment and Alt Energy	FSLEX	OK to Buy	53.59	0.69	1.30	-0.80	-0.63	13.15	14.93
Sustainable U.S. Equity	FSEBX	Hold	17.03	0.03	0.18	-1.50	-0.64	15.15	12.04
ZERO International Index	FZILX	OK to Buy	16.80	0.11	0.66	-2.10	-0.71	11.18	14.05
FinTech	FSVLX	OK to Sell	15.49	-0.12	-0.77	0.32	-0.77	3.61	-20.28
Sustainable Multi-Asset	FYMRX	Hold	12.83	0.04	0.31	-1.46	-0.85	10.22	8.45
Total International Index	FTIHX	Hold	19.62	0.13	0.67	-2.00	-0.86	10.85	13.28
International Value	FIVLX	OK to Buy	15.00	0.11	0.74	-1.06	-0.86	5.78	6.23
Balanced	FBALX	Buy	34.86	0.03	0.09	-1.19	-0.88	9.99	8.89
Multi-Asset Index	FFNOX	Hold	72.98	0.23	0.32	-1.37	-0.91	10.56	9.82
Contrafund	FCNTX	OK to Buy	25.95	-0.08	-0.31	-3.60	-1.03	11.52	6.93
Mid Cap Growth Index	FMDGX	Hold	36.24	-0.04	-0.11	-0.58	-1.04	8.24	3.34
Materials	FSDPX	OK to Buy	101.53	1.33	1.33	-0.94	-1.11	3.40	14.01
China Region	FHKCX	Hold	72.64	-0.34	-0.47	-3.85	-1.12	21.21	33.33
Emerging Markets Discovery	FEDDX	Hold	22.56	0.05	0.22	-3.30	-1.14	8.78	17.50
Large Cap Stock	FLCSX	OK to Buy	67.06	0.12	0.18	-1.48	-1.21	9.43	8.38
Stock Selector All Cap	FDSSX	OK to Buy	101.84	0.15	0.15	-1.86	-1.43	15.18	13.39
Convertible Securities	FCVSX	OK to Buy	43.99	0.04	0.09	-2.42	-1.52	13.61	20.99
Capital Appreciation	FDCAX	OK to Buy	52.79	0.26	0.49	-2.85	-1.60	16.07	14.39
Sustainable Emerg Markets Equity	FSYJX	Hold	14.88	0.07	0.47	-3.69	-1.65	18.00	26.42
International Real Estate	FIREX	Hold	10.27	0.08	0.79	1.08	-1.72	-0.39	-3.02
Risk Parity	FAPSX	OK to Sell	11.47	0.08	0.70	-1.12	-1.80	5.71	8.11
Trend	FTRNX	OK to Buy	226.21	0.82	0.36	-2.94	-1.82	19.44	15.41
Strategic Real Return	FSRRX	OK to Buy	9.37	0.04	0.43	-0.32	-1.88	0.63	6.20
Global Equity Income	FGILX	Buy	27.04	-0.06	-0.22	-1.53	-2.06	9.23	8.84
Mega Cap Stock	FGRTX	Buy	33.76	0.01	0.03	-1.89	-2.14	9.29	8.03
ZERO Total Market Index	FZROX	OK to Buy	25.75	0.02	0.08	-1.64	-2.28	12.35	8.93
Magellan	FMAGX	OK to Sell	15.36	0.03	0.20	-2.85	-2.29	11.45	4.89
Total Market Index	FSKAX	Buy	203.36	0.11	0.05	-1.69	-2.31	12.35	8.94
U.S. Sustainability Index	FITLX	Hold	32.74	0.03	0.09	-1.77	-2.33	13.13	7.45
Technology	FSPTX	Buy	54.40	-0.15	-0.27	-5.03	-2.39	38.52	35.77
Canada	FICDX	Hold	81.92	0.32	0.39	-0.02	-2.39	2.90	4.78
OTC	FOCPX	Buy	29.74	-0.07	-0.23	-5.44	-2.46	24.59	22.49
ZERO Large Cap Index	FNILX	OK to Buy	26.33	0.00	0.00	-1.94	-2.73	12.09	7.91
International Small Cap	FISMX	Hold	39.83	0.05	0.13	-2.81	-2.74	8.03	8.17
Founders Fund	FIFNX	Hold	27.53	-0.03	-0.11	-2.51	-2.76	13.13	6.42
500 Index	FXAIX	OK to Buy	256.25	-0.02	-0.01	-1.90	-2.84	11.93	8.10
Climate Action	FCAEX	Hold	17.00	0.10	0.59	-1.11	-2.86	15.25	14.25
Blue Chip Growth	FBGRX	Buy	302.50	-1.17	-0.39	-4.84	-2.90	19.84	13.28

 

Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: ( 06/25/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
Hedged Equity	FEQHX	OK to Sell	15.84	0.00	0.00	-1.74	-3.00	10.15	6.24
Growth Company (closed)	FDGRX	Buy	56.82	0.09	0.16	-3.40	-3.22	19.72	18.82
Retailing	FSRPX	OK to Buy	17.09	-0.33	-1.89	-1.95	-3.23	4.51	1.77
Energy	FSENX	OK to Buy	77.81	1.14	1.49	1.33	-3.27	-8.15	26.74
Wireless	FWRLX	OK to Buy	15.20	-0.01	-0.07	-3.61	-3.31	20.91	29.75
Int'l Small Cap Oppty (Closed)	FSCOX	Hold	22.93	0.08	0.35	-1.50	-3.37	6.85	5.14
Fidelity Fund	FFIDX	OK to Buy	112.11	-0.72	-0.64	-1.80	-4.06	6.09	-0.18
Multi-Asset Income	FMSDX	OK to Buy	15.86	-0.20	-1.24	-3.13	-4.34	1.25	3.86
Growth Discovery	FDSVX	Buy	76.03	-0.26	-0.34	-3.66	-4.63	13.44	8.88
Cons Discretionary	FSCPX	Buy	64.26	-0.74	-1.14	-2.92	-5.01	5.21	-2.30
Brokerage and Investment	FSLBX	Hold	158.27	-2.45	-1.52	-5.60	-5.05	1.83	-15.80
Enterprise Technology Services	FBSOX	OK to Sell	38.45	-0.43	-1.11	-0.80	-5.27	8.77	-11.00
Nordic	FNORX	Hold	70.20	0.62	0.89	-0.78	-5.42	7.59	7.01
Nasdaq Composite Index	FNCMX	OK to Buy	322.86	-1.48	-0.46	-4.35	-5.87	15.88	9.47
Automotive	FSAVX	Hold	52.96	-0.04	-0.08	-2.03	-6.27	-0.41	-6.64
Natural Resources	FNARX	OK to Buy	59.78	0.55	0.93	-1.90	-7.04	-9.53	14.23
Communications Services	FBMPX	Buy	135.15	-1.52	-1.11	-4.78	-7.29	9.60	3.82
Global Commodity Stock	FFGCX	Hold	25.36	0.19	0.75	-2.57	-7.34	-7.41	12.61
Lrge Cap Growth Indx	FSPGX	Hold	46.31	-0.61	-1.30	-4.22	-7.53	9.43	0.09
Telecommunications	FSTCX	OK to Buy	66.46	0.24	0.36	0.27	-8.76	-1.63	13.28
Software & IT Services	FSCSX	Hold	18.60	-0.35	-1.85	-4.37	-15.34	8.33	-19.02
Gold	FSAGX	Sell	51.68	0.77	1.51	-8.27	-15.53	-11.82	-9.43
Sorted by Month-to-date Return	Average of All Funds (%)				0.45	-0.52	0.32	9.61	10.17