| 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 |
| Extended Market Index |
FSMAX |
Hold |
116.27 |
0.62 |
0.54 |
-0.05 |
1.88 |
15.54 |
15.50 |
| Trend |
FTRNX |
OK to Buy |
226.21 |
0.82 |
0.36 |
-2.94 |
-1.82 |
19.44 |
15.41 |
| Environment and Alt Energy |
FSLEX |
OK to Buy |
53.59 |
0.69 |
1.30 |
-0.80 |
-0.63 |
13.15 |
14.93 |
| Mid Cap Index |
FSMDX |
Hold |
42.44 |
0.56 |
1.34 |
1.31 |
2.76 |
12.51 |
14.92 |
| Capital Appreciation |
FDCAX |
OK to Buy |
52.79 |
0.26 |
0.49 |
-2.85 |
-1.60 |
16.07 |
14.39 |
| Climate Action |
FCAEX |
Hold |
17.00 |
0.10 |
0.59 |
-1.11 |
-2.86 |
15.25 |
14.25 |
| Natural Resources |
FNARX |
OK to Buy |
59.78 |
0.55 |
0.93 |
-1.90 |
-7.04 |
-9.53 |
14.23 |
| Real Estate Investment |
FRESX |
Hold |
43.01 |
0.06 |
0.14 |
2.53 |
2.71 |
11.77 |
14.23 |
| ZERO International Index |
FZILX |
OK to Buy |
16.80 |
0.11 |
0.66 |
-2.10 |
-0.71 |
11.18 |
14.05 |
| Banking |
FSRBX |
Hold |
37.87 |
0.40 |
1.07 |
4.53 |
9.55 |
17.20 |
14.03 |
| Health Care Services |
FSHCX |
Hold |
116.99 |
2.34 |
2.04 |
4.27 |
10.48 |
26.31 |
14.01 |
| Materials |
FSDPX |
OK to Buy |
101.53 |
1.33 |
1.33 |
-0.94 |
-1.11 |
3.40 |
14.01 |
| 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 |
| Strategic Dividend & Income |
FSDIX |
OK to Buy |
19.91 |
0.06 |
0.30 |
0.66 |
1.17 |
7.95 |
13.59 |
| Growth Strategies |
FDEGX |
OK to Buy |
77.55 |
0.53 |
0.69 |
-0.27 |
1.84 |
14.04 |
13.58 |
| Constr & Housing |
FSHOX |
Hold |
131.77 |
2.17 |
1.67 |
3.15 |
8.02 |
11.61 |
13.44 |
| Stock Selector All Cap |
FDSSX |
OK to Buy |
101.84 |
0.15 |
0.15 |
-1.86 |
-1.43 |
15.18 |
13.39 |
| Telecommunications |
FSTCX |
OK to Buy |
66.46 |
0.24 |
0.36 |
0.27 |
-8.76 |
-1.63 |
13.28 |
| Total International Index |
FTIHX |
Hold |
19.62 |
0.13 |
0.67 |
-2.00 |
-0.86 |
10.85 |
13.28 |
| Blue Chip Growth |
FBGRX |
Buy |
302.50 |
-1.17 |
-0.39 |
-4.84 |
-2.90 |
19.84 |
13.28 |
| Diversified International |
FDIVX |
Hold |
55.03 |
0.62 |
1.14 |
-1.45 |
1.68 |
12.74 |
13.16 |
| Total International Equity |
FTIEX |
Hold |
16.83 |
0.13 |
0.78 |
-2.15 |
-0.12 |
10.94 |
13.03 |
| Disciplined Equity |
FDEQX |
Hold |
81.79 |
0.59 |
0.73 |
-2.15 |
-0.45 |
17.73 |
12.99 |
| Global Commodity Stock |
FFGCX |
Hold |
25.36 |
0.19 |
0.75 |
-2.57 |
-7.34 |
-7.41 |
12.61 |
| Defense & Aerospace |
FSDAX |
OK to Buy |
29.03 |
0.19 |
0.66 |
-0.14 |
2.43 |
8.76 |
12.55 |
| Asset Manager 85% |
FAMRX |
Hold |
34.06 |
0.17 |
0.50 |
-1.50 |
-0.50 |
12.60 |
12.52 |
| Int'l Discovery |
FIGRX |
Hold |
64.16 |
0.41 |
0.64 |
-1.82 |
0.47 |
13.50 |
12.29 |
| Sustainable U.S. Equity |
FSEBX |
Hold |
17.03 |
0.03 |
0.18 |
-1.50 |
-0.64 |
15.15 |
12.04 |
| Pharmaceuticals |
FPHAX |
Buy |
33.77 |
0.29 |
0.87 |
3.40 |
2.64 |
12.13 |
12.02 |
| New Millennium |
FMILX |
Buy |
75.13 |
0.24 |
0.32 |
-2.93 |
0.05 |
14.44 |
12.00 |
| Real Estate Index |
FSRNX |
Hold |
17.94 |
0.05 |
0.28 |
2.63 |
2.63 |
11.85 |
11.78 |
| Value Discovery |
FVDFX |
OK to Buy |
43.24 |
0.46 |
1.08 |
1.05 |
1.50 |
10.19 |
11.73 |
| Sustainable International Equity |
FSYRX |
Hold |
12.91 |
0.09 |
0.70 |
-1.68 |
0.78 |
13.15 |
11.58 |
| Consumer Staples |
FDFAX |
Buy |
92.41 |
-0.56 |
-0.60 |
1.54 |
2.92 |
5.91 |
11.46 |
| International Cap App |
FICQX |
Hold |
39.81 |
0.54 |
1.38 |
-2.21 |
2.55 |
15.49 |
11.42 |
| Low-Priced Stock |
FLPSX |
Buy |
45.88 |
0.23 |
0.50 |
0.50 |
1.66 |
9.52 |
11.28 |
| Infrastructure |
FNSTX |
OK to Buy |
18.64 |
0.17 |
0.92 |
0.98 |
1.53 |
4.95 |
11.21 |
| Asset Manager 70% |
FASGX |
Hold |
33.30 |
0.14 |
0.42 |
-1.22 |
-0.33 |
10.63 |
10.67 |
| International Growth |
FIGFX |
Hold |
25.09 |
0.37 |
1.50 |
-2.18 |
2.91 |
11.36 |
10.38 |
| Equity Div Income |
FEQTX |
OK to Buy |
32.55 |
0.17 |
0.53 |
0.99 |
1.66 |
7.77 |
10.09 |
| Equity-Income |
FEQIX |
Buy |
91.37 |
0.25 |
0.27 |
0.68 |
1.45 |
6.50 |
10.02 |
| Intl Sustainability Index |
FNIDX |
Hold |
16.78 |
0.13 |
0.78 |
-1.81 |
0.24 |
9.39 |
9.96 |
| 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 |
| Water Sustainability |
FLOWX |
Hold |
20.22 |
0.39 |
1.97 |
2.48 |
4.50 |
1.71 |
3.85 |
| Communications Services |
FBMPX |
Buy |
135.15 |
-1.52 |
-1.11 |
-4.78 |
-7.29 |
9.60 |
3.82 |
| Strategic Income |
FADMX |
OK to Buy |
12.29 |
0.02 |
0.18 |
-0.08 |
0.46 |
3.50 |
3.62 |
| High Income |
SPHIX |
OK to Buy |
8.15 |
-0.01 |
-0.11 |
-0.37 |
-0.07 |
3.21 |
3.50 |
| Mid Cap Growth Index |
FMDGX |
Hold |
36.24 |
-0.04 |
-0.11 |
-0.58 |
-1.04 |
8.24 |
3.34 |
| Short Duration High Income |
FSAHX |
OK to Buy |
9.00 |
0.00 |
0.02 |
-0.11 |
0.08 |
3.04 |
3.17 |
| Financial Services |
FIDSX |
OK to Buy |
16.17 |
-0.01 |
-0.06 |
0.75 |
5.27 |
11.50 |
2.78 |
| New York Muni Income |
FTFMX |
Hold |
12.54 |
0.01 |
0.09 |
0.22 |
0.78 |
3.20 |
2.28 |
| Tax-Free Bond |
FTABX |
Hold |
11.12 |
0.01 |
0.10 |
0.15 |
0.59 |
2.91 |
2.04 |
| Focused High Income |
FHIFX |
OK to Buy |
8.27 |
0.00 |
0.02 |
-0.01 |
0.14 |
2.48 |
1.99 |
| Municipal Income |
FHIGX |
Hold |
12.38 |
0.01 |
0.09 |
0.14 |
0.63 |
2.78 |
1.94 |
| 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 |
| Conservative Income Bond |
FCNVX |
Buy |
10.06 |
0.00 |
0.01 |
0.18 |
0.28 |
1.26 |
1.79 |
| Michigan Muni Income |
FMHTX |
Hold |
11.70 |
0.01 |
0.09 |
0.14 |
0.55 |
2.62 |
1.77 |
| Retailing |
FSRPX |
OK to Buy |
17.09 |
-0.33 |
-1.89 |
-1.95 |
-3.23 |
4.51 |
1.77 |
| Arizona Muni Income |
FSAZX |
Hold |
11.64 |
0.01 |
0.09 |
0.14 |
0.63 |
2.74 |
1.76 |
| Floating Rate High Income |
FFRHX |
OK to Buy |
8.97 |
-0.01 |
-0.09 |
-0.31 |
-0.31 |
2.13 |
1.75 |
| Long-Term Treasury Index |
FNBGX |
OK to Sell |
9.27 |
0.00 |
0.01 |
0.73 |
1.94 |
1.98 |
1.74 |
| Ginnie Mae |
FGMNX |
Hold |
10.38 |
0.01 |
0.11 |
0.46 |
0.55 |
1.46 |
1.74 |
| California Municipal Income |
FCTFX |
Hold |
12.39 |
0.01 |
0.09 |
0.14 |
0.62 |
2.82 |
1.73 |
| New Jersey Muni Income |
FNJHX |
Hold |
11.76 |
0.00 |
0.01 |
0.06 |
0.47 |
2.55 |
1.71 |
| Tactical Bond |
FBAGX |
Hold |
8.88 |
0.01 |
0.13 |
0.32 |
0.67 |
1.78 |
1.64 |
| Sustainable Low Duration Bond |
FAPGX |
Buy |
10.21 |
0.00 |
0.01 |
0.06 |
0.21 |
1.11 |
1.61 |
| Pennsylvania Muni Income |
FPXTX |
Hold |
10.59 |
0.01 |
0.10 |
0.15 |
0.59 |
2.61 |
1.61 |
| International Bond Index |
FBIIX |
Hold |
9.24 |
0.00 |
0.00 |
0.22 |
0.65 |
1.59 |
1.59 |
| Mortgage Securities |
FMSFX |
Hold |
9.99 |
0.01 |
0.11 |
0.48 |
0.47 |
1.44 |
1.55 |
| Inflation-Protected Index |
FIPDX |
OK to Buy |
9.24 |
0.02 |
0.22 |
0.22 |
-0.32 |
1.11 |
1.44 |
| 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 |
| Minnesota Muni Income |
FIMIX |
Hold |
11.22 |
0.01 |
0.10 |
0.05 |
0.46 |
2.52 |
1.29 |
| Conservative Income Muni |
FMNDX |
Buy |
10.06 |
0.00 |
0.01 |
0.05 |
0.20 |
0.91 |
1.22 |
| Total Bond |
FTBFX |
OK to Buy |
9.59 |
0.01 |
0.12 |
0.40 |
0.51 |
1.47 |
1.19 |
| Interm Municipal Income |
FLTMX |
Hold |
10.24 |
0.00 |
0.01 |
0.06 |
0.31 |
1.95 |
1.12 |
| Sustainable Intermed Muni |
FSIKX |
Hold |
10.24 |
0.00 |
0.01 |
-0.04 |
0.32 |
2.00 |
1.09 |
| Sustainable Core Plus Bond |
FIAEX |
Hold |
9.35 |
0.00 |
0.01 |
0.29 |
0.49 |
1.34 |
1.07 |
| Corporate Bond |
FCBFX |
Hold |
10.66 |
0.00 |
0.01 |
0.37 |
0.40 |
1.89 |
1.06 |
| Sustainability Bond Idx |
FNDSX |
Hold |
9.32 |
0.01 |
0.12 |
0.40 |
0.49 |
1.27 |
1.03 |
| Limited Term Municipal Income |
FSTFX |
OK to Buy |
10.60 |
0.00 |
0.01 |
-0.04 |
0.27 |
1.11 |
1.03 |
| Environmental Bond |
FFEBX |
Hold |
8.53 |
0.00 |
0.01 |
0.43 |
0.51 |
1.23 |
0.99 |
| U.S. Bond Index |
FXNAX |
OK to Buy |
10.47 |
0.00 |
0.01 |
0.36 |
0.46 |
1.32 |
0.96 |
| Government Income |
FGOVX |
Hold |
9.19 |
0.01 |
0.12 |
0.40 |
0.59 |
1.05 |
0.92 |
| Limited Term Bond |
FJRLX |
Buy |
11.53 |
0.00 |
0.01 |
0.17 |
0.12 |
1.23 |
0.92 |
| 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 |
| Investment Grade Bond |
FBNDX |
OK to Buy |
7.24 |
0.00 |
0.01 |
0.35 |
0.55 |
1.26 |
0.90 |
| California Limited Term Tax Free |
FCSTX |
Hold |
10.50 |
0.00 |
0.01 |
0.05 |
0.27 |
1.17 |
0.77 |
| Short-Term Bond |
FSHBX |
Buy |
8.43 |
0.00 |
0.01 |
0.20 |
0.04 |
0.92 |
0.73 |
| Short-Term Bond Idx |
FNSOX |
OK to Buy |
10.03 |
0.01 |
0.11 |
0.26 |
0.12 |
0.81 |
0.60 |
| Intermediate Bond |
FTHRX |
Buy |
10.25 |
0.01 |
0.11 |
0.37 |
0.26 |
0.90 |
0.51 |
| Limited Term Government |
FFXSX |
OK to Buy |
9.66 |
0.00 |
0.01 |
0.17 |
0.04 |
0.68 |
0.47 |
| 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 |
| Insurance |
FSPCX |
OK to Sell |
88.86 |
-0.95 |
-1.06 |
1.72 |
6.32 |
5.79 |
0.34 |
| Intermediate Treasury Index |
FUAMX |
Hold |
9.70 |
0.01 |
0.11 |
0.49 |
0.36 |
0.66 |
0.20 |
| Lrge Cap Growth Indx |
FSPGX |
Hold |
46.31 |
-0.61 |
-1.30 |
-4.22 |
-7.53 |
9.43 |
0.09 |
| Fidelity Fund |
FFIDX |
OK to Buy |
112.11 |
-0.72 |
-0.64 |
-1.80 |
-4.06 |
6.09 |
-0.18 |
| Leisure |
FDLSX |
Hold |
16.46 |
-0.19 |
-1.14 |
0.18 |
5.51 |
7.64 |
-2.18 |
| Cons Discretionary |
FSCPX |
Buy |
64.26 |
-0.74 |
-1.14 |
-2.92 |
-5.01 |
5.21 |
-2.30 |
| 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 |
| Gold |
FSAGX |
Sell |
51.68 |
0.77 |
1.51 |
-8.27 |
-15.53 |
-11.82 |
-9.43 |
| Medical Tech and Devices |
FSMEX |
OK to Sell |
46.79 |
1.24 |
2.72 |
6.32 |
5.96 |
4.38 |
-10.74 |
| Enterprise Technology Services |
FBSOX |
OK to Sell |
38.45 |
-0.43 |
-1.11 |
-0.80 |
-5.27 |
8.77 |
-11.00 |
| Brokerage and Investment |
FSLBX |
Hold |
158.27 |
-2.45 |
-1.52 |
-5.60 |
-5.05 |
1.83 |
-15.80 |
| Software & IT Services |
FSCSX |
Hold |
18.60 |
-0.35 |
-1.85 |
-4.37 |
-15.34 |
8.33 |
-19.02 |
| FinTech |
FSVLX |
OK to Sell |
15.49 |
-0.12 |
-0.77 |
0.32 |
-0.77 |
3.61 |
-20.28 |
| Sorted by Year-to-date Return |
Average of All Funds (%) |
0.45 |
-0.52 |
0.32 |
9.61 |
10.17 |