| Fidelity Monitor & Insight | Category: Funds | Fidelity Scorecard | |||||||
| Daily as of: () | Total Return (%) | ||||||||
| Fund Name | Ticker | Rating | NAV | Daily $ | Daily % | WTD | MTD | 90 Day | YTD |
| Nasdaq Composite Index | FNCMX | OK to Buy | 322.86 | -1.48 | -0.46 | -4.35 | -5.87 | 15.88 | 9.47 |
| Blue Chip Growth | FBGRX | Buy | 302.50 | -1.17 | -0.39 | -4.84 | -2.90 | 19.84 | 13.28 |
| 500 Index | FXAIX | OK to Buy | 256.25 | -0.02 | -0.01 | -1.90 | -2.84 | 11.93 | 8.10 |
| Tech Hardware | FDCPX | Buy | 236.41 | 5.82 | 2.52 | -1.95 | 7.34 | 56.41 | 86.42 |
| Trend | FTRNX | OK to Buy | 226.21 | 0.82 | 0.36 | -2.94 | -1.82 | 19.44 | 15.41 |
| Total Market Index | FSKAX | Buy | 203.36 | 0.11 | 0.05 | -1.69 | -2.31 | 12.35 | 8.94 |
| Brokerage and Investment | FSLBX | Hold | 158.27 | -2.45 | -1.52 | -5.60 | -5.05 | 1.83 | -15.80 |
| Utilities | FSUTX | Hold | 140.38 | 1.12 | 0.80 | 2.79 | 3.11 | 2.12 | 8.84 |
| Communications Services | FBMPX | Buy | 135.15 | -1.52 | -1.11 | -4.78 | -7.29 | 9.60 | 3.82 |
| Constr & Housing | FSHOX | Hold | 131.77 | 2.17 | 1.67 | 3.15 | 8.02 | 11.61 | 13.44 |
| Transportation | FSRFX | Hold | 123.21 | 1.94 | 1.60 | 3.27 | 3.29 | 16.51 | 19.86 |
| Health Care Services | FSHCX | Hold | 116.99 | 2.34 | 2.04 | 4.27 | 10.48 | 26.31 | 14.01 |
| Extended Market Index | FSMAX | Hold | 116.27 | 0.62 | 0.54 | -0.05 | 1.88 | 15.54 | 15.50 |
| Fidelity Fund | FFIDX | OK to Buy | 112.11 | -0.72 | -0.64 | -1.80 | -4.06 | 6.09 | -0.18 |
| Stock Selector All Cap | FDSSX | OK to Buy | 101.84 | 0.15 | 0.15 | -1.86 | -1.43 | 15.18 | 13.39 |
| Materials | FSDPX | OK to Buy | 101.53 | 1.33 | 1.33 | -0.94 | -1.11 | 3.40 | 14.01 |
| Consumer Staples | FDFAX | Buy | 92.41 | -0.56 | -0.60 | 1.54 | 2.92 | 5.91 | 11.46 |
| Equity-Income | FEQIX | Buy | 91.37 | 0.25 | 0.27 | 0.68 | 1.45 | 6.50 | 10.02 |
| Emerging Asia | FSEAX | Hold | 90.51 | 0.69 | 0.77 | -2.40 | 1.72 | 28.55 | 36.64 |
| Insurance | FSPCX | OK to Sell | 88.86 | -0.95 | -1.06 | 1.72 | 6.32 | 5.79 | 0.34 |
| Canada | FICDX | Hold | 81.92 | 0.32 | 0.39 | -0.02 | -2.39 | 2.90 | 4.78 |
| Disciplined Equity | FDEQX | Hold | 81.79 | 0.59 | 0.73 | -2.15 | -0.45 | 17.73 | 12.99 |
| Energy | FSENX | OK to Buy | 77.81 | 1.14 | 1.49 | 1.33 | -3.27 | -8.15 | 26.74 |
| Growth Strategies | FDEGX | OK to Buy | 77.55 | 0.53 | 0.69 | -0.27 | 1.84 | 14.04 | 13.58 |
| Overseas | FOSFX | Hold | 77.15 | 0.82 | 1.07 | -1.63 | 1.94 | 9.70 | 7.11 |
| Growth Discovery | FDSVX | Buy | 76.03 | -0.26 | -0.34 | -3.66 | -4.63 | 13.44 | 8.88 |
| New Millennium | FMILX | Buy | 75.13 | 0.24 | 0.32 | -2.93 | 0.05 | 14.44 | 12.00 |
| Industrials | FIDRX | Buy | 74.67 | 1.75 | 2.40 | 2.04 | 7.53 | 13.70 | 22.21 |
| Growth & Income | FGRIX | OK to Buy | 73.42 | 0.32 | 0.44 | -0.31 | 0.31 | 7.85 | 7.85 |
| Multi-Asset Index | FFNOX | Hold | 72.98 | 0.23 | 0.32 | -1.37 | -0.91 | 10.56 | 9.82 |
| China Region | FHKCX | Hold | 72.64 | -0.34 | -0.47 | -3.85 | -1.12 | 21.21 | 33.33 |
| Semiconductors | FSELX | OK to Buy | 70.50 | 1.29 | 1.86 | -4.91 | 4.34 | 59.59 | 77.75 |
| Nordic | FNORX | Hold | 70.20 | 0.62 | 0.89 | -0.78 | -5.42 | 7.59 | 7.01 |
| Value Strategies | FSLSX | Hold | 69.08 | 1.24 | 1.83 | 1.51 | 4.59 | 17.52 | 25.97 |
| Large Cap Stock | FLCSX | OK to Buy | 67.06 | 0.12 | 0.18 | -1.48 | -1.21 | 9.43 | 8.38 |
| Telecommunications | FSTCX | OK to Buy | 66.46 | 0.24 | 0.36 | 0.27 | -8.76 | -1.63 | 13.28 |
| International Index | FSPSX | Hold | 66.35 | 0.51 | 0.77 | -1.28 | -0.33 | 8.42 | 9.13 |
| Cons Discretionary | FSCPX | Buy | 64.26 | -0.74 | -1.14 | -2.92 | -5.01 | 5.21 | -2.30 |
| Int'l Discovery | FIGRX | Hold | 64.16 | 0.41 | 0.64 | -1.82 | 0.47 | 13.50 | 12.29 |
| Emerging Markets | FEMKX | Hold | 62.00 | 0.58 | 0.94 | -2.81 | 1.04 | 20.29 | 24.32 |
| Natural Resources | FNARX | OK to Buy | 59.78 | 0.55 | 0.93 | -1.90 | -7.04 | -9.53 | 14.23 |
| Growth Company (closed) | FDGRX | Buy | 56.82 | 0.09 | 0.16 | -3.40 | -3.22 | 19.72 | 18.82 |
| Stock Selector Mid Cap | FSSMX | Hold | 56.39 | 0.71 | 1.28 | 0.84 | 4.39 | 15.93 | 22.29 |
| 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 |
| Diversified International | FDIVX | Hold | 55.03 | 0.62 | 1.14 | -1.45 | 1.68 | 12.74 | 13.16 |
| Leveraged Co Stk | FLVCX | OK to Buy | 54.42 | 1.05 | 1.97 | -1.07 | 3.28 | 23.18 | 23.85 |
| Technology | FSPTX | Buy | 54.40 | -0.15 | -0.27 | -5.03 | -2.39 | 38.52 | 35.77 |
| Environment and Alt Energy | FSLEX | OK to Buy | 53.59 | 0.69 | 1.30 | -0.80 | -0.63 | 13.15 | 14.93 |
| Mid-Cap Stock | FMCSX | Buy | 53.43 | 0.70 | 1.33 | 0.70 | 4.08 | 13.43 | 20.61 |
| Automotive | FSAVX | Hold | 52.96 | -0.04 | -0.08 | -2.03 | -6.27 | -0.41 | -6.64 |
| Capital Appreciation | FDCAX | OK to Buy | 52.79 | 0.26 | 0.49 | -2.85 | -1.60 | 16.07 | 14.39 |
| Stock Selector Small Cap | FDSCX | OK to Buy | 51.87 | 0.81 | 1.59 | 2.37 | 5.66 | 16.14 | 22.54 |
| Gold | FSAGX | Sell | 51.68 | 0.77 | 1.51 | -8.27 | -15.53 | -11.82 | -9.43 |
| Europe | FIEUX | Hold | 50.26 | 0.59 | 1.19 | -0.69 | 0.52 | 10.80 | 7.76 |
| Focused Stock | FTQGX | Hold | 49.65 | 0.80 | 1.64 | -2.05 | 4.15 | 31.56 | 29.36 |
| Pacific Basin | FPBFX | OK to Buy | 49.55 | 0.10 | 0.20 | -4.14 | 0.73 | 19.98 | 27.90 |
| Dividend Growth | FDGFX | Buy | 49.40 | 0.45 | 0.92 | -1.83 | -0.32 | 15.24 | 16.35 |
| Medical Tech and Devices | FSMEX | OK to Sell | 46.79 | 1.24 | 2.72 | 6.32 | 5.96 | 4.38 | -10.74 |
| Lrge Cap Growth Indx | FSPGX | Hold | 46.31 | -0.61 | -1.30 | -4.22 | -7.53 | 9.43 | 0.09 |
| Low-Priced Stock | FLPSX | Buy | 45.88 | 0.23 | 0.50 | 0.50 | 1.66 | 9.52 | 11.28 |
| Worldwide | FWWFX | Hold | 44.14 | 0.53 | 1.22 | -1.76 | 1.96 | 23.33 | 21.60 |
| Convertible Securities | FCVSX | OK to Buy | 43.99 | 0.04 | 0.09 | -2.42 | -1.52 | 13.61 | 20.99 |
| Small Cap Growth | FCPGX | Hold | 43.74 | 0.51 | 1.18 | 1.11 | 5.17 | 22.90 | 25.11 |
| Value Discovery | FVDFX | OK to Buy | 43.24 | 0.46 | 1.08 | 1.05 | 1.50 | 10.19 | 11.73 |
| Real Estate Investment | FRESX | Hold | 43.01 | 0.06 | 0.14 | 2.53 | 2.71 | 11.77 | 14.23 |
| Mid Cap Index | FSMDX | Hold | 42.44 | 0.56 | 1.34 | 1.31 | 2.76 | 12.51 | 14.92 |
| International Small Cap | FISMX | Hold | 39.83 | 0.05 | 0.13 | -2.81 | -2.74 | 8.03 | 8.17 |
| International Cap App | FICQX | Hold | 39.81 | 0.54 | 1.38 | -2.21 | 2.55 | 15.49 | 11.42 |
| Enterprise Technology Services | FBSOX | OK to Sell | 38.45 | -0.43 | -1.11 | -0.80 | -5.27 | 8.77 | -11.00 |
| Mid Cap Value | FSMVX | Hold | 38.06 | 0.77 | 2.06 | 2.04 | 6.13 | 19.50 | 25.07 |
| Banking | FSRBX | Hold | 37.87 | 0.40 | 1.07 | 4.53 | 9.55 | 17.20 | 14.03 |
| Small Cap Growth Index | FECGX | OK to Buy | 37.82 | 0.24 | 0.64 | 0.53 | 2.88 | 22.08 | 21.41 |
| Small Cap Index | FSSNX | Hold | 37.71 | 0.27 | 0.72 | 0.96 | 3.15 | 19.00 | 21.92 |
| Mid Cap Growth Index | FMDGX | Hold | 36.24 | -0.04 | -0.11 | -0.58 | -1.04 | 8.24 | 3.34 |
| Telecom & Utilities | FIUIX | Hold | 35.51 | 0.28 | 0.79 | 2.45 | 1.23 | -0.84 | 7.14 |
| Balanced | FBALX | Buy | 34.86 | 0.03 | 0.09 | -1.19 | -0.88 | 9.99 | 8.89 |
| 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 |
| Asset Manager 85% | FAMRX | Hold | 34.06 | 0.17 | 0.50 | -1.50 | -0.50 | 12.60 | 12.52 |
| Pharmaceuticals | FPHAX | Buy | 33.77 | 0.29 | 0.87 | 3.40 | 2.64 | 12.13 | 12.02 |
| Mega Cap Stock | FGRTX | Buy | 33.76 | 0.01 | 0.03 | -1.89 | -2.14 | 9.29 | 8.03 |
| Asset Manager 70% | FASGX | Hold | 33.30 | 0.14 | 0.42 | -1.22 | -0.33 | 10.63 | 10.67 |
| U.S. Sustainability Index | FITLX | Hold | 32.74 | 0.03 | 0.09 | -1.77 | -2.33 | 13.13 | 7.45 |
| Equity Div Income | FEQTX | OK to Buy | 32.55 | 0.17 | 0.53 | 0.99 | 1.66 | 7.77 | 10.09 |
| Stock Sel Large Cap Value | FSLVX | OK to Buy | 31.02 | 0.21 | 0.68 | 0.29 | 2.14 | 9.65 | 9.71 |
| Blue Chip Value | FBCVX | Hold | 30.96 | 0.48 | 1.57 | 1.14 | 3.86 | 19.44 | 19.95 |
| OTC | FOCPX | Buy | 29.74 | -0.07 | -0.23 | -5.44 | -2.46 | 24.59 | 22.49 |
| 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 |
| Defense & Aerospace | FSDAX | OK to Buy | 29.03 | 0.19 | 0.66 | -0.14 | 2.43 | 8.76 | 12.55 |
| Puritan | FPURX | Buy | 28.41 | 0.13 | 0.46 | -1.73 | -0.11 | 10.17 | 9.45 |
| Biotechnology | FBIOX | Buy | 27.85 | 0.53 | 1.94 | 6.95 | 8.87 | 16.27 | 15.58 |
| Founders Fund | FIFNX | Hold | 27.53 | -0.03 | -0.11 | -2.51 | -2.76 | 13.13 | 6.42 |
| Small Cap Discovery | FSCRX | Hold | 27.12 | 0.30 | 1.12 | 1.65 | 5.87 | 20.18 | 19.46 |
| Global Equity Income | FGILX | Buy | 27.04 | -0.06 | -0.22 | -1.53 | -2.06 | 9.23 | 8.84 |
| Health Care | FSPHX | OK to Buy | 26.84 | 0.63 | 2.40 | 6.72 | 8.53 | 14.03 | 6.49 |
| ZERO Large Cap Index | FNILX | OK to Buy | 26.33 | 0.00 | 0.00 | -1.94 | -2.73 | 12.09 | 7.91 |
| Contrafund | FCNTX | OK to Buy | 25.95 | -0.08 | -0.31 | -3.60 | -1.03 | 11.52 | 6.93 |
| ZERO Total Market Index | FZROX | OK to Buy | 25.75 | 0.02 | 0.08 | -1.64 | -2.28 | 12.35 | 8.93 |
| Global Commodity Stock | FFGCX | Hold | 25.36 | 0.19 | 0.75 | -2.57 | -7.34 | -7.41 | 12.61 |
| Small Cap Value | FCPVX | Hold | 25.26 | 0.38 | 1.53 | 2.27 | 7.63 | 22.56 | 26.30 |
| International Growth | FIGFX | Hold | 25.09 | 0.37 | 1.50 | -2.18 | 2.91 | 11.36 | 10.38 |
| Japan | FJPNX | Hold | 24.70 | 0.07 | 0.28 | -3.59 | 0.16 | 16.40 | 24.94 |
| Lrg Cap Value Index | FLCOX | Hold | 24.24 | 0.34 | 1.42 | 0.96 | 3.06 | 14.18 | 17.10 |
| Asset Manager 50% | FASMX | Hold | 23.56 | 0.08 | 0.34 | -0.80 | -0.08 | 8.05 | 8.30 |
| Int'l Small Cap Oppty (Closed) | FSCOX | Hold | 22.93 | 0.08 | 0.35 | -1.50 | -3.37 | 6.85 | 5.14 |
| Emerging Markets Discovery | FEDDX | Hold | 22.56 | 0.05 | 0.22 | -3.30 | -1.14 | 8.78 | 17.50 |
| Small Cap Stock | FSLCX | Hold | 21.77 | 0.32 | 1.49 | 1.30 | 6.89 | 24.12 | 23.05 |
| Agricultural Productivity | FARMX | Hold | 21.61 | 0.44 | 2.08 | 2.27 | 2.17 | -1.19 | 19.39 |
| Global ex U.S. Index | FSGGX | OK to Buy | 21.26 | 0.15 | 0.71 | -1.94 | -0.37 | 11.48 | 13.93 |
| Womens Leadership Fund | FWOMX | Hold | 21.11 | 0.07 | 0.33 | -1.36 | -0.49 | 17.23 | 13.72 |
| Japan Smaller Cos | FJSCX | Hold | 20.78 | 0.22 | 1.07 | -1.75 | 2.31 | 15.90 | 23.84 |
| Water Sustainability | FLOWX | Hold | 20.22 | 0.39 | 1.97 | 2.48 | 4.50 | 1.71 | 3.85 |
| Strategic Dividend & Income | FSDIX | OK to Buy | 19.91 | 0.06 | 0.30 | 0.66 | 1.17 | 7.95 | 13.59 |
| Total International Index | FTIHX | Hold | 19.62 | 0.13 | 0.67 | -2.00 | -0.86 | 10.85 | 13.28 |
| Asset Manager 60% | FSANX | Hold | 18.66 | 0.07 | 0.38 | -1.01 | -0.27 | 9.25 | 9.31 |
| Infrastructure | FNSTX | OK to Buy | 18.64 | 0.17 | 0.92 | 0.98 | 1.53 | 4.95 | 11.21 |
| Software & IT Services | FSCSX | Hold | 18.60 | -0.35 | -1.85 | -4.37 | -15.34 | 8.33 | -19.02 |
| Real Estate Index | FSRNX | Hold | 17.94 | 0.05 | 0.28 | 2.63 | 2.63 | 11.85 | 11.78 |
| ZERO Extended Market Index | FZIPX | OK to Buy | 17.89 | 0.13 | 0.73 | 0.96 | 2.29 | 14.61 | 18.24 |
| Emerging Markets Index | FPADX | Hold | 17.15 | 0.13 | 0.76 | -3.38 | -0.06 | 18.93 | 25.37 |
| Retailing | FSRPX | OK to Buy | 17.09 | -0.33 | -1.89 | -1.95 | -3.23 | 4.51 | 1.77 |
| Sustainable U.S. Equity | FSEBX | Hold | 17.03 | 0.03 | 0.18 | -1.50 | -0.64 | 15.15 | 12.04 |
| Climate Action | FCAEX | Hold | 17.00 | 0.10 | 0.59 | -1.11 | -2.86 | 15.25 | 14.25 |
| Total International Equity | FTIEX | Hold | 16.83 | 0.13 | 0.78 | -2.15 | -0.12 | 10.94 | 13.03 |
| ZERO International Index | FZILX | OK to Buy | 16.80 | 0.11 | 0.66 | -2.10 | -0.71 | 11.18 | 14.05 |
| Value | FDVLX | Hold | 16.79 | 0.30 | 1.82 | 1.70 | 4.81 | 17.17 | 21.84 |
| Intl Sustainability Index | FNIDX | Hold | 16.78 | 0.13 | 0.78 | -1.81 | 0.24 | 9.39 | 9.96 |
| 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 |
| Multi-Asset Income | FMSDX | OK to Buy | 15.86 | -0.20 | -1.24 | -3.13 | -4.34 | 1.25 | 3.86 |
| Hedged Equity | FEQHX | OK to Sell | 15.84 | 0.00 | 0.00 | -1.74 | -3.00 | 10.15 | 6.24 |
| 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 |
| FinTech | FSVLX | OK to Sell | 15.49 | -0.12 | -0.77 | 0.32 | -0.77 | 3.61 | -20.28 |
| Magellan | FMAGX | OK to Sell | 15.36 | 0.03 | 0.20 | -2.85 | -2.29 | 11.45 | 4.89 |
| Wireless | FWRLX | OK to Buy | 15.20 | -0.01 | -0.07 | -3.61 | -3.31 | 20.91 | 29.75 |
| International Value | FIVLX | OK to Buy | 15.00 | 0.11 | 0.74 | -1.06 | -0.86 | 5.78 | 6.23 |
| Asset Manager 40% | FFANX | Hold | 14.99 | 0.04 | 0.27 | -0.60 | 0.00 | 6.64 | 6.95 |
| Sustainable Emerg Markets Equity | FSYJX | Hold | 14.88 | 0.07 | 0.47 | -3.69 | -1.65 | 18.00 | 26.42 |
| Asset Manager 20% | FASIX | Hold | 14.85 | 0.03 | 0.20 | -0.27 | 0.10 | 3.93 | 4.34 |
| Healthy Future | FAPHX | OK to Buy | 14.44 | 0.07 | 0.49 | 1.12 | 1.29 | 9.03 | 4.76 |
| Chemicals | FSCHX | Hold | 14.43 | 0.18 | 1.26 | 2.12 | 4.72 | 5.01 | 22.63 |
| New Markets Income | FNMIX | OK to Buy | 14.07 | 0.01 | 0.08 | -0.12 | 0.70 | 4.22 | 4.46 |
| Asset Manager 30% | FTANX | Hold | 13.40 | 0.03 | 0.22 | -0.45 | 0.05 | 5.25 | 5.60 |
| Sustainable International Equity | FSYRX | Hold | 12.91 | 0.09 | 0.70 | -1.68 | 0.78 | 13.15 | 11.58 |
| Sustainable Multi-Asset | FYMRX | Hold | 12.83 | 0.04 | 0.31 | -1.46 | -0.85 | 10.22 | 8.45 |
| Real Estate Income | FRIFX | Hold | 12.62 | 0.00 | 0.00 | 0.48 | 0.40 | 4.04 | 4.38 |
| New York Muni Income | FTFMX | Hold | 12.54 | 0.01 | 0.09 | 0.22 | 0.78 | 3.20 | 2.28 |
| California Municipal Income | FCTFX | Hold | 12.39 | 0.01 | 0.09 | 0.14 | 0.62 | 2.82 | 1.73 |
| Municipal Income | FHIGX | Hold | 12.38 | 0.01 | 0.09 | 0.14 | 0.63 | 2.78 | 1.94 |
| Strategic Income | FADMX | OK to Buy | 12.29 | 0.02 | 0.18 | -0.08 | 0.46 | 3.50 | 3.62 |
| New Jersey Muni Income | FNJHX | Hold | 11.76 | 0.00 | 0.01 | 0.06 | 0.47 | 2.55 | 1.71 |
| Michigan Muni Income | FMHTX | Hold | 11.70 | 0.01 | 0.09 | 0.14 | 0.55 | 2.62 | 1.77 |
| Arizona Muni Income | FSAZX | Hold | 11.64 | 0.01 | 0.09 | 0.14 | 0.63 | 2.74 | 1.76 |
| Ohio Municipal Income | FOHFX | Hold | 11.61 | 0.01 | 0.09 | 0.14 | 0.55 | 2.72 | 1.90 |
| Mass Muni Income | FDMMX | Hold | 11.56 | 0.01 | 0.09 | 0.14 | 0.54 | 2.59 | 1.86 |
| Limited Term Bond | FJRLX | Buy | 11.53 | 0.00 | 0.01 | 0.17 | 0.12 | 1.23 | 0.92 |
| Risk Parity | FAPSX | OK to Sell | 11.47 | 0.08 | 0.70 | -1.12 | -1.80 | 5.71 | 8.11 |
| Capital & Income | FAGIX | OK to Buy | 11.42 | 0.04 | 0.36 | -0.62 | 0.19 | 6.52 | 8.09 |
| Minnesota Muni Income | FIMIX | Hold | 11.22 | 0.01 | 0.10 | 0.05 | 0.46 | 2.52 | 1.29 |
| Tax-Free Bond | FTABX | Hold | 11.12 | 0.01 | 0.10 | 0.15 | 0.59 | 2.91 | 2.04 |
| Connecticut Muni Income | FICNX | Hold | 11.11 | 0.00 | 0.01 | 0.05 | 0.45 | 2.12 | 1.32 |
| Maryland Muni Income | SMDMX | Hold | 10.98 | 0.01 | 0.10 | 0.14 | 0.46 | 2.71 | 1.43 |
| Corporate Bond | FCBFX | Hold | 10.66 | 0.00 | 0.01 | 0.37 | 0.40 | 1.89 | 1.06 |
| Limited Term Municipal Income | FSTFX | OK to Buy | 10.60 | 0.00 | 0.01 | -0.04 | 0.27 | 1.11 | 1.03 |
| Pennsylvania Muni Income | FPXTX | Hold | 10.59 | 0.01 | 0.10 | 0.15 | 0.59 | 2.61 | 1.61 |
| California Limited Term Tax Free | FCSTX | Hold | 10.50 | 0.00 | 0.01 | 0.05 | 0.27 | 1.17 | 0.77 |
| U.S. Bond Index | FXNAX | OK to Buy | 10.47 | 0.00 | 0.01 | 0.36 | 0.46 | 1.32 | 0.96 |
| Ginnie Mae | FGMNX | Hold | 10.38 | 0.01 | 0.11 | 0.46 | 0.55 | 1.46 | 1.74 |
| International Real Estate | FIREX | Hold | 10.27 | 0.08 | 0.79 | 1.08 | -1.72 | -0.39 | -3.02 |
| Short-Term Treasury Index | FUMBX | OK to Buy | 10.26 | 0.01 | 0.11 | 0.26 | 0.12 | 0.70 | 0.41 |
| Intermediate Bond | FTHRX | Buy | 10.25 | 0.01 | 0.11 | 0.37 | 0.26 | 0.90 | 0.51 |
| Sustainable Intermed Muni | FSIKX | Hold | 10.24 | 0.00 | 0.01 | -0.04 | 0.32 | 2.00 | 1.09 |
| Interm Municipal Income | FLTMX | Hold | 10.24 | 0.00 | 0.01 | 0.06 | 0.31 | 1.95 | 1.12 |
| 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 |
| 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 |
| Conservative Income Bond | FCNVX | Buy | 10.06 | 0.00 | 0.01 | 0.18 | 0.28 | 1.26 | 1.79 |
| Short-Term Bond Idx | FNSOX | OK to Buy | 10.03 | 0.01 | 0.11 | 0.26 | 0.12 | 0.81 | 0.60 |
| Mortgage Securities | FMSFX | Hold | 9.99 | 0.01 | 0.11 | 0.48 | 0.47 | 1.44 | 1.55 |
| Intermediate Government Income | FSTGX | Hold | 9.82 | 0.00 | 0.01 | 0.27 | 0.12 | 0.59 | 0.38 |
| Intermediate Treasury Index | FUAMX | Hold | 9.70 | 0.01 | 0.11 | 0.49 | 0.36 | 0.66 | 0.20 |
| Limited Term Government | FFXSX | OK to Buy | 9.66 | 0.00 | 0.01 | 0.17 | 0.04 | 0.68 | 0.47 |
| Total Bond | FTBFX | OK to Buy | 9.59 | 0.01 | 0.12 | 0.40 | 0.51 | 1.47 | 1.19 |
| Strategic Real Return | FSRRX | OK to Buy | 9.37 | 0.04 | 0.43 | -0.32 | -1.88 | 0.63 | 6.20 |
| Sustainable Core Plus Bond | FIAEX | Hold | 9.35 | 0.00 | 0.01 | 0.29 | 0.49 | 1.34 | 1.07 |
| Sustainability Bond Idx | FNDSX | Hold | 9.32 | 0.01 | 0.12 | 0.40 | 0.49 | 1.27 | 1.03 |
| Long-Term Treasury Index | FNBGX | OK to Sell | 9.27 | 0.00 | 0.01 | 0.73 | 1.94 | 1.98 | 1.74 |
| Inflation-Protected Index | FIPDX | OK to Buy | 9.24 | 0.02 | 0.22 | 0.22 | -0.32 | 1.11 | 1.44 |
| International Bond Index | FBIIX | Hold | 9.24 | 0.00 | 0.00 | 0.22 | 0.65 | 1.59 | 1.59 |
| Government Income | FGOVX | Hold | 9.19 | 0.01 | 0.12 | 0.40 | 0.59 | 1.05 | 0.92 |
| Short Duration High Income | FSAHX | OK to Buy | 9.00 | 0.00 | 0.02 | -0.11 | 0.08 | 3.04 | 3.17 |
| Floating Rate High Income | FFRHX | OK to Buy | 8.97 | -0.01 | -0.09 | -0.31 | -0.31 | 2.13 | 1.75 |
| Tactical Bond | FBAGX | Hold | 8.88 | 0.01 | 0.13 | 0.32 | 0.67 | 1.78 | 1.64 |
| Environmental Bond | FFEBX | Hold | 8.53 | 0.00 | 0.01 | 0.43 | 0.51 | 1.23 | 0.99 |
| Short-Term Bond | FSHBX | Buy | 8.43 | 0.00 | 0.01 | 0.20 | 0.04 | 0.92 | 0.73 |
| Focused High Income | FHIFX | OK to Buy | 8.27 | 0.00 | 0.02 | -0.01 | 0.14 | 2.48 | 1.99 |
| High Income | SPHIX | OK to Buy | 8.15 | -0.01 | -0.11 | -0.37 | -0.07 | 3.21 | 3.50 |
| Investment Grade Bond | FBNDX | OK to Buy | 7.24 | 0.00 | 0.01 | 0.35 | 0.55 | 1.26 | 0.90 |
| Sorted by | Average of All Funds (%) | 0.45 | -0.52 | 0.32 | 9.61 | 10.17 | |||