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
Semiconductors	FSELX	OK to Buy	70.50	1.29	1.86	-4.91	4.34	59.59	77.75
Tech Hardware	FDCPX	Buy	236.41	5.82	2.52	-1.95	7.34	56.41	86.42
Technology	FSPTX	Buy	54.40	-0.15	-0.27	-5.03	-2.39	38.52	35.77
Focused Stock	FTQGX	Hold	49.65	0.80	1.64	-2.05	4.15	31.56	29.36
Emerging Asia	FSEAX	Hold	90.51	0.69	0.77	-2.40	1.72	28.55	36.64
Health Care Services	FSHCX	Hold	116.99	2.34	2.04	4.27	10.48	26.31	14.01
OTC	FOCPX	Buy	29.74	-0.07	-0.23	-5.44	-2.46	24.59	22.49
Small Cap Stock	FSLCX	Hold	21.77	0.32	1.49	1.30	6.89	24.12	23.05
Worldwide	FWWFX	Hold	44.14	0.53	1.22	-1.76	1.96	23.33	21.60
Leveraged Co Stk	FLVCX	OK to Buy	54.42	1.05	1.97	-1.07	3.28	23.18	23.85
Small Cap Growth	FCPGX	Hold	43.74	0.51	1.18	1.11	5.17	22.90	25.11
Small Cap Value	FCPVX	Hold	25.26	0.38	1.53	2.27	7.63	22.56	26.30
Small Cap Growth Index	FECGX	OK to Buy	37.82	0.24	0.64	0.53	2.88	22.08	21.41
China Region	FHKCX	Hold	72.64	-0.34	-0.47	-3.85	-1.12	21.21	33.33
Wireless	FWRLX	OK to Buy	15.20	-0.01	-0.07	-3.61	-3.31	20.91	29.75
Emerging Markets	FEMKX	Hold	62.00	0.58	0.94	-2.81	1.04	20.29	24.32
Small Cap Discovery	FSCRX	Hold	27.12	0.30	1.12	1.65	5.87	20.18	19.46
Pacific Basin	FPBFX	OK to Buy	49.55	0.10	0.20	-4.14	0.73	19.98	27.90
Blue Chip Growth	FBGRX	Buy	302.50	-1.17	-0.39	-4.84	-2.90	19.84	13.28
Growth Company (closed)	FDGRX	Buy	56.82	0.09	0.16	-3.40	-3.22	19.72	18.82
Mid Cap Value	FSMVX	Hold	38.06	0.77	2.06	2.04	6.13	19.50	25.07
Blue Chip Value	FBCVX	Hold	30.96	0.48	1.57	1.14	3.86	19.44	19.95
Trend	FTRNX	OK to Buy	226.21	0.82	0.36	-2.94	-1.82	19.44	15.41
Small Cap Index	FSSNX	Hold	37.71	0.27	0.72	0.96	3.15	19.00	21.92
Emerging Markets Index	FPADX	Hold	17.15	0.13	0.76	-3.38	-0.06	18.93	25.37
Sustainable Emerg Markets Equity	FSYJX	Hold	14.88	0.07	0.47	-3.69	-1.65	18.00	26.42
Disciplined Equity	FDEQX	Hold	81.79	0.59	0.73	-2.15	-0.45	17.73	12.99
Value Strategies	FSLSX	Hold	69.08	1.24	1.83	1.51	4.59	17.52	25.97
Womens Leadership Fund	FWOMX	Hold	21.11	0.07	0.33	-1.36	-0.49	17.23	13.72
Banking	FSRBX	Hold	37.87	0.40	1.07	4.53	9.55	17.20	14.03
Value	FDVLX	Hold	16.79	0.30	1.82	1.70	4.81	17.17	21.84
Transportation	FSRFX	Hold	123.21	1.94	1.60	3.27	3.29	16.51	19.86
Japan	FJPNX	Hold	24.70	0.07	0.28	-3.59	0.16	16.40	24.94
Biotechnology	FBIOX	Buy	27.85	0.53	1.94	6.95	8.87	16.27	15.58
Stock Selector Small Cap	FDSCX	OK to Buy	51.87	0.81	1.59	2.37	5.66	16.14	22.54
Capital Appreciation	FDCAX	OK to Buy	52.79	0.26	0.49	-2.85	-1.60	16.07	14.39
Stock Selector Mid Cap	FSSMX	Hold	56.39	0.71	1.28	0.84	4.39	15.93	22.29
Japan Smaller Cos	FJSCX	Hold	20.78	0.22	1.07	-1.75	2.31	15.90	23.84
Nasdaq Composite Index	FNCMX	OK to Buy	322.86	-1.48	-0.46	-4.35	-5.87	15.88	9.47
Small Cap Value Index	FISVX	OK to Buy	34.49	0.28	0.82	1.44	3.42	15.70	22.30
Extended Market Index	FSMAX	Hold	116.27	0.62	0.54	-0.05	1.88	15.54	15.50
International Cap App	FICQX	Hold	39.81	0.54	1.38	-2.21	2.55	15.49	11.42
Climate Action	FCAEX	Hold	17.00	0.10	0.59	-1.11	-2.86	15.25	14.25

 

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
Dividend Growth	FDGFX	Buy	49.40	0.45	0.92	-1.83	-0.32	15.24	16.35
Stock Selector All Cap	FDSSX	OK to Buy	101.84	0.15	0.15	-1.86	-1.43	15.18	13.39
Sustainable U.S. Equity	FSEBX	Hold	17.03	0.03	0.18	-1.50	-0.64	15.15	12.04
ZERO Extended Market Index	FZIPX	OK to Buy	17.89	0.13	0.73	0.96	2.29	14.61	18.24
New Millennium	FMILX	Buy	75.13	0.24	0.32	-2.93	0.05	14.44	12.00
Lrg Cap Value Index	FLCOX	Hold	24.24	0.34	1.42	0.96	3.06	14.18	17.10
Growth Strategies	FDEGX	OK to Buy	77.55	0.53	0.69	-0.27	1.84	14.04	13.58
Health Care	FSPHX	OK to Buy	26.84	0.63	2.40	6.72	8.53	14.03	6.49
Mid Cap Value Index	FIMVX	Hold	34.82	0.60	1.75	1.84	3.85	13.75	18.52
Industrials	FIDRX	Buy	74.67	1.75	2.40	2.04	7.53	13.70	22.21
Convertible Securities	FCVSX	OK to Buy	43.99	0.04	0.09	-2.42	-1.52	13.61	20.99
Int'l Discovery	FIGRX	Hold	64.16	0.41	0.64	-1.82	0.47	13.50	12.29
Growth Discovery	FDSVX	Buy	76.03	-0.26	-0.34	-3.66	-4.63	13.44	8.88
Mid-Cap Stock	FMCSX	Buy	53.43	0.70	1.33	0.70	4.08	13.43	20.61
Environment and Alt Energy	FSLEX	OK to Buy	53.59	0.69	1.30	-0.80	-0.63	13.15	14.93
Sustainable International Equity	FSYRX	Hold	12.91	0.09	0.70	-1.68	0.78	13.15	11.58
U.S. Sustainability Index	FITLX	Hold	32.74	0.03	0.09	-1.77	-2.33	13.13	7.45
Founders Fund	FIFNX	Hold	27.53	-0.03	-0.11	-2.51	-2.76	13.13	6.42
Diversified International	FDIVX	Hold	55.03	0.62	1.14	-1.45	1.68	12.74	13.16
Asset Manager 85%	FAMRX	Hold	34.06	0.17	0.50	-1.50	-0.50	12.60	12.52
Mid Cap Index	FSMDX	Hold	42.44	0.56	1.34	1.31	2.76	12.51	14.92
ZERO Total Market Index	FZROX	OK to Buy	25.75	0.02	0.08	-1.64	-2.28	12.35	8.93
Total Market Index	FSKAX	Buy	203.36	0.11	0.05	-1.69	-2.31	12.35	8.94
Pharmaceuticals	FPHAX	Buy	33.77	0.29	0.87	3.40	2.64	12.13	12.02
ZERO Large Cap Index	FNILX	OK to Buy	26.33	0.00	0.00	-1.94	-2.73	12.09	7.91
500 Index	FXAIX	OK to Buy	256.25	-0.02	-0.01	-1.90	-2.84	11.93	8.10
Real Estate Index	FSRNX	Hold	17.94	0.05	0.28	2.63	2.63	11.85	11.78
Real Estate Investment	FRESX	Hold	43.01	0.06	0.14	2.53	2.71	11.77	14.23
Constr & Housing	FSHOX	Hold	131.77	2.17	1.67	3.15	8.02	11.61	13.44
Contrafund	FCNTX	OK to Buy	25.95	-0.08	-0.31	-3.60	-1.03	11.52	6.93
Financial Services	FIDSX	OK to Buy	16.17	-0.01	-0.06	0.75	5.27	11.50	2.78
Global ex U.S. Index	FSGGX	OK to Buy	21.26	0.15	0.71	-1.94	-0.37	11.48	13.93
Magellan	FMAGX	OK to Sell	15.36	0.03	0.20	-2.85	-2.29	11.45	4.89
International Growth	FIGFX	Hold	25.09	0.37	1.50	-2.18	2.91	11.36	10.38
ZERO International Index	FZILX	OK to Buy	16.80	0.11	0.66	-2.10	-0.71	11.18	14.05
Total International Equity	FTIEX	Hold	16.83	0.13	0.78	-2.15	-0.12	10.94	13.03
Total International Index	FTIHX	Hold	19.62	0.13	0.67	-2.00	-0.86	10.85	13.28
Europe	FIEUX	Hold	50.26	0.59	1.19	-0.69	0.52	10.80	7.76
Asset Manager 70%	FASGX	Hold	33.30	0.14	0.42	-1.22	-0.33	10.63	10.67
Multi-Asset Index	FFNOX	Hold	72.98	0.23	0.32	-1.37	-0.91	10.56	9.82
Sustainable Multi-Asset	FYMRX	Hold	12.83	0.04	0.31	-1.46	-0.85	10.22	8.45
Value Discovery	FVDFX	OK to Buy	43.24	0.46	1.08	1.05	1.50	10.19	11.73
Puritan	FPURX	Buy	28.41	0.13	0.46	-1.73	-0.11	10.17	9.45

 

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
Balanced	FBALX	Buy	34.86	0.03	0.09	-1.19	-0.88	9.99	8.89
Overseas	FOSFX	Hold	77.15	0.82	1.07	-1.63	1.94	9.70	7.11
Stock Sel Large Cap Value	FSLVX	OK to Buy	31.02	0.21	0.68	0.29	2.14	9.65	9.71
Communications Services	FBMPX	Buy	135.15	-1.52	-1.11	-4.78	-7.29	9.60	3.82
Low-Priced Stock	FLPSX	Buy	45.88	0.23	0.50	0.50	1.66	9.52	11.28
Large Cap Stock	FLCSX	OK to Buy	67.06	0.12	0.18	-1.48	-1.21	9.43	8.38
Lrge Cap Growth Indx	FSPGX	Hold	46.31	-0.61	-1.30	-4.22	-7.53	9.43	0.09
Intl Sustainability Index	FNIDX	Hold	16.78	0.13	0.78	-1.81	0.24	9.39	9.96
Mega Cap Stock	FGRTX	Buy	33.76	0.01	0.03	-1.89	-2.14	9.29	8.03
Asset Manager 60%	FSANX	Hold	18.66	0.07	0.38	-1.01	-0.27	9.25	9.31
Global Equity Income	FGILX	Buy	27.04	-0.06	-0.22	-1.53	-2.06	9.23	8.84
Healthy Future	FAPHX	OK to Buy	14.44	0.07	0.49	1.12	1.29	9.03	4.76
Emerging Markets Discovery	FEDDX	Hold	22.56	0.05	0.22	-3.30	-1.14	8.78	17.50
Enterprise Technology Services	FBSOX	OK to Sell	38.45	-0.43	-1.11	-0.80	-5.27	8.77	-11.00
Defense & Aerospace	FSDAX	OK to Buy	29.03	0.19	0.66	-0.14	2.43	8.76	12.55
International Index	FSPSX	Hold	66.35	0.51	0.77	-1.28	-0.33	8.42	9.13
Software & IT Services	FSCSX	Hold	18.60	-0.35	-1.85	-4.37	-15.34	8.33	-19.02
Mid Cap Growth Index	FMDGX	Hold	36.24	-0.04	-0.11	-0.58	-1.04	8.24	3.34
Asset Manager 50%	FASMX	Hold	23.56	0.08	0.34	-0.80	-0.08	8.05	8.30
International Small Cap	FISMX	Hold	39.83	0.05	0.13	-2.81	-2.74	8.03	8.17
Strategic Dividend & Income	FSDIX	OK to Buy	19.91	0.06	0.30	0.66	1.17	7.95	13.59
Growth & Income	FGRIX	OK to Buy	73.42	0.32	0.44	-0.31	0.31	7.85	7.85
Equity Div Income	FEQTX	OK to Buy	32.55	0.17	0.53	0.99	1.66	7.77	10.09
Leisure	FDLSX	Hold	16.46	-0.19	-1.14	0.18	5.51	7.64	-2.18
Nordic	FNORX	Hold	70.20	0.62	0.89	-0.78	-5.42	7.59	7.01
Int'l Small Cap Oppty (Closed)	FSCOX	Hold	22.93	0.08	0.35	-1.50	-3.37	6.85	5.14
Asset Manager 40%	FFANX	Hold	14.99	0.04	0.27	-0.60	0.00	6.64	6.95
Capital & Income	FAGIX	OK to Buy	11.42	0.04	0.36	-0.62	0.19	6.52	8.09
Equity-Income	FEQIX	Buy	91.37	0.25	0.27	0.68	1.45	6.50	10.02
Fidelity Fund	FFIDX	OK to Buy	112.11	-0.72	-0.64	-1.80	-4.06	6.09	-0.18
Consumer Staples	FDFAX	Buy	92.41	-0.56	-0.60	1.54	2.92	5.91	11.46
Insurance	FSPCX	OK to Sell	88.86	-0.95	-1.06	1.72	6.32	5.79	0.34
International Value	FIVLX	OK to Buy	15.00	0.11	0.74	-1.06	-0.86	5.78	6.23
Risk Parity	FAPSX	OK to Sell	11.47	0.08	0.70	-1.12	-1.80	5.71	8.11
Asset Manager 30%	FTANX	Hold	13.40	0.03	0.22	-0.45	0.05	5.25	5.60
Cons Discretionary	FSCPX	Buy	64.26	-0.74	-1.14	-2.92	-5.01	5.21	-2.30
Chemicals	FSCHX	Hold	14.43	0.18	1.26	2.12	4.72	5.01	22.63
Infrastructure	FNSTX	OK to Buy	18.64	0.17	0.92	0.98	1.53	4.95	11.21
Retailing	FSRPX	OK to Buy	17.09	-0.33	-1.89	-1.95	-3.23	4.51	1.77
Medical Tech and Devices	FSMEX	OK to Sell	46.79	1.24	2.72	6.32	5.96	4.38	-10.74
New Markets Income	FNMIX	OK to Buy	14.07	0.01	0.08	-0.12	0.70	4.22	4.46
Real Estate Income	FRIFX	Hold	12.62	0.00	0.00	0.48	0.40	4.04	4.38

 

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
Asset Manager 20%	FASIX	Hold	14.85	0.03	0.20	-0.27	0.10	3.93	4.34
FinTech	FSVLX	OK to Sell	15.49	-0.12	-0.77	0.32	-0.77	3.61	-20.28
Strategic Income	FADMX	OK to Buy	12.29	0.02	0.18	-0.08	0.46	3.50	3.62
Materials	FSDPX	OK to Buy	101.53	1.33	1.33	-0.94	-1.11	3.40	14.01
High Income	SPHIX	OK to Buy	8.15	-0.01	-0.11	-0.37	-0.07	3.21	3.50
New York Muni Income	FTFMX	Hold	12.54	0.01	0.09	0.22	0.78	3.20	2.28
Short Duration High Income	FSAHX	OK to Buy	9.00	0.00	0.02	-0.11	0.08	3.04	3.17
Tax-Free Bond	FTABX	Hold	11.12	0.01	0.10	0.15	0.59	2.91	2.04
Canada	FICDX	Hold	81.92	0.32	0.39	-0.02	-2.39	2.90	4.78
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
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
Maryland Muni Income	SMDMX	Hold	10.98	0.01	0.10	0.14	0.46	2.71	1.43
Michigan Muni Income	FMHTX	Hold	11.70	0.01	0.09	0.14	0.55	2.62	1.77
Pennsylvania Muni Income	FPXTX	Hold	10.59	0.01	0.10	0.15	0.59	2.61	1.61
Mass Muni Income	FDMMX	Hold	11.56	0.01	0.09	0.14	0.54	2.59	1.86
New Jersey Muni Income	FNJHX	Hold	11.76	0.00	0.01	0.06	0.47	2.55	1.71
Minnesota Muni Income	FIMIX	Hold	11.22	0.01	0.10	0.05	0.46	2.52	1.29
Focused High Income	FHIFX	OK to Buy	8.27	0.00	0.02	-0.01	0.14	2.48	1.99
Floating Rate High Income	FFRHX	OK to Buy	8.97	-0.01	-0.09	-0.31	-0.31	2.13	1.75
Utilities	FSUTX	Hold	140.38	1.12	0.80	2.79	3.11	2.12	8.84
Connecticut Muni Income	FICNX	Hold	11.11	0.00	0.01	0.05	0.45	2.12	1.32
Sustainable Intermed Muni	FSIKX	Hold	10.24	0.00	0.01	-0.04	0.32	2.00	1.09
Long-Term Treasury Index	FNBGX	OK to Sell	9.27	0.00	0.01	0.73	1.94	1.98	1.74
Interm Municipal Income	FLTMX	Hold	10.24	0.00	0.01	0.06	0.31	1.95	1.12
Corporate Bond	FCBFX	Hold	10.66	0.00	0.01	0.37	0.40	1.89	1.06
Brokerage and Investment	FSLBX	Hold	158.27	-2.45	-1.52	-5.60	-5.05	1.83	-15.80
Tactical Bond	FBAGX	Hold	8.88	0.01	0.13	0.32	0.67	1.78	1.64
Water Sustainability	FLOWX	Hold	20.22	0.39	1.97	2.48	4.50	1.71	3.85
International Bond Index	FBIIX	Hold	9.24	0.00	0.00	0.22	0.65	1.59	1.59
Total Bond	FTBFX	OK to Buy	9.59	0.01	0.12	0.40	0.51	1.47	1.19
Ginnie Mae	FGMNX	Hold	10.38	0.01	0.11	0.46	0.55	1.46	1.74
Mortgage Securities	FMSFX	Hold	9.99	0.01	0.11	0.48	0.47	1.44	1.55
Sustainable Core Plus Bond	FIAEX	Hold	9.35	0.00	0.01	0.29	0.49	1.34	1.07
U.S. Bond Index	FXNAX	OK to Buy	10.47	0.00	0.01	0.36	0.46	1.32	0.96
Sustainability Bond Idx	FNDSX	Hold	9.32	0.01	0.12	0.40	0.49	1.27	1.03
Conservative Income Bond	FCNVX	Buy	10.06	0.00	0.01	0.18	0.28	1.26	1.79
Investment Grade Bond	FBNDX	OK to Buy	7.24	0.00	0.01	0.35	0.55	1.26	0.90
Multi-Asset Income	FMSDX	OK to Buy	15.86	-0.20	-1.24	-3.13	-4.34	1.25	3.86
Limited Term Bond	FJRLX	Buy	11.53	0.00	0.01	0.17	0.12	1.23	0.92
Environmental Bond	FFEBX	Hold	8.53	0.00	0.01	0.43	0.51	1.23	0.99
California Limited Term Tax Free	FCSTX	Hold	10.50	0.00	0.01	0.05	0.27	1.17	0.77

 

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
Limited Term Municipal Income	FSTFX	OK to Buy	10.60	0.00	0.01	-0.04	0.27	1.11	1.03
Sustainable Low Duration Bond	FAPGX	Buy	10.21	0.00	0.01	0.06	0.21	1.11	1.61
Inflation-Protected Index	FIPDX	OK to Buy	9.24	0.02	0.22	0.22	-0.32	1.11	1.44
Government Income	FGOVX	Hold	9.19	0.01	0.12	0.40	0.59	1.05	0.92
Short-Term Bond	FSHBX	Buy	8.43	0.00	0.01	0.20	0.04	0.92	0.73
Conservative Income Muni	FMNDX	Buy	10.06	0.00	0.01	0.05	0.20	0.91	1.22
Intermediate Bond	FTHRX	Buy	10.25	0.01	0.11	0.37	0.26	0.90	0.51
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
Limited Term Government	FFXSX	OK to Buy	9.66	0.00	0.01	0.17	0.04	0.68	0.47
Intermediate Treasury Index	FUAMX	Hold	9.70	0.01	0.11	0.49	0.36	0.66	0.20
Strategic Real Return	FSRRX	OK to Buy	9.37	0.04	0.43	-0.32	-1.88	0.63	6.20
Intermediate Government Income	FSTGX	Hold	9.82	0.00	0.01	0.27	0.12	0.59	0.38
International Real Estate	FIREX	Hold	10.27	0.08	0.79	1.08	-1.72	-0.39	-3.02
Automotive	FSAVX	Hold	52.96	-0.04	-0.08	-2.03	-6.27	-0.41	-6.64
Telecom & Utilities	FIUIX	Hold	35.51	0.28	0.79	2.45	1.23	-0.84	7.14
Agricultural Productivity	FARMX	Hold	21.61	0.44	2.08	2.27	2.17	-1.19	19.39
Telecommunications	FSTCX	OK to Buy	66.46	0.24	0.36	0.27	-8.76	-1.63	13.28
Global Commodity Stock	FFGCX	Hold	25.36	0.19	0.75	-2.57	-7.34	-7.41	12.61
Energy	FSENX	OK to Buy	77.81	1.14	1.49	1.33	-3.27	-8.15	26.74
Natural Resources	FNARX	OK to Buy	59.78	0.55	0.93	-1.90	-7.04	-9.53	14.23
Gold	FSAGX	Sell	51.68	0.77	1.51	-8.27	-15.53	-11.82	-9.43
Sorted by Quarter-to-date Return	Average of All Funds (%)				0.45	-0.52	0.32	9.61	10.17