FM&I Scorecard

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Monitor & Insight Ratings

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Blue Chip Growth	308.11	7.00	2.32	2.32	-1.10	28.35	15.38
Nasdaq Composite Index	328.71	6.64	2.06	2.06	-4.16	23.51	11.45
Tech Hardware	229.52	5.17	2.30	2.30	4.21	61.13	80.99
Trend	228.24	4.61	2.06	2.06	-0.94	27.44	16.45
Communications Services	139.75	3.62	2.66	2.66	-4.13	21.34	7.35
500 Index	259.15	3.01	1.18	1.18	-1.74	17.16	9.32
Semiconductors	69.05	2.47	3.71	3.71	2.19	66.65	74.09
Total Market Index	205.78	2.36	1.16	1.16	-1.15	17.68	10.23
China Region	73.34	2.11	2.96	2.96	-0.16	26.73	34.62
Growth Discovery	77.68	1.78	2.35	2.35	-2.56	21.64	11.24
Disciplined Equity	82.30	1.72	2.13	2.13	0.17	23.78	13.69
Focused Stock	50.01	1.65	3.41	3.41	4.91	39.03	30.30
Emerging Asia	90.26	1.49	1.68	1.68	1.44	33.86	36.26
Stock Selector All Cap	103.21	1.47	1.44	1.44	-0.11	21.24	14.92
New Millennium	76.20	1.44	1.93	1.93	0.30	20.27	13.60
Technology	54.32	1.36	2.57	2.57	-2.53	45.21	35.58
Growth Strategies	78.00	1.30	1.69	1.69	2.43	20.71	14.24
Extended Market Index	118.16	1.21	1.03	1.03	3.53	21.69	17.37
Growth Company (closed)	57.92	1.20	2.12	2.12	-2.01	28.45	21.12
Lrge Cap Growth Indx	47.84	1.15	2.46	2.46	-4.43	18.41	3.44
Worldwide	44.49	1.10	2.54	2.54	2.77	29.90	22.56
Cons Discretionary	66.10	0.99	1.52	1.52	-2.29	13.28	0.50
Fidelity Fund	113.91	0.95	0.84	0.84	-2.52	11.85	1.42
OTC	30.41	0.86	2.91	2.91	-0.26	34.08	25.25
Environment and Alt Energy	53.58	0.84	1.59	1.59	-0.65	17.74	14.90
Leveraged Co Stk	53.67	0.79	1.49	1.49	1.86	28.00	22.14
Mid Cap Growth Index	37.16	0.79	2.17	2.17	1.47	15.94	5.96
Int'l Discovery	64.48	0.78	1.22	1.22	0.97	19.03	12.85
Industrials	74.10	0.76	1.04	1.04	6.71	17.94	21.28
Overseas	77.20	0.75	0.98	0.98	2.01	14.32	7.18
Nordic	70.14	0.75	1.08	1.08	-5.50	10.60	6.92
Pacific Basin	49.60	0.72	1.47	1.47	0.83	25.98	28.03
Large Cap Stock	67.61	0.71	1.06	1.06	-0.40	14.24	9.27
Transportation	124.51	0.70	0.57	0.57	4.38	21.63	21.12
Telecommunications	68.47	0.68	1.00	1.00	-6.00	3.58	16.71
Enterprise Technology Services	40.28	0.67	1.69	1.69	-0.76	18.55	-6.76
Multi-Asset Index	73.49	0.67	0.92	0.92	-0.22	14.75	10.58
Europe	50.34	0.64	1.29	1.29	0.68	15.27	7.93
International Index	66.70	0.64	0.97	0.97	0.20	12.35	9.70
Emerging Markets	61.60	0.62	1.02	1.02	0.39	25.48	23.52
Capital Appreciation	53.10	0.59	1.12	1.12	-1.03	21.51	15.06
Biotechnology	29.05	0.54	1.89	1.89	13.57	24.67	20.56
Diversified International	55.10	0.52	0.95	0.95	1.81	17.81	13.30
U.S. Sustainability Index	33.29	0.52	1.59	1.59	-0.69	19.40	9.26
Contrafund	26.49	0.51	1.96	1.96	1.03	19.16	9.15
Pharmaceuticals	35.29	0.44	1.26	1.26	7.26	20.81	17.06
Dividend Growth	49.36	0.44	0.90	0.90	-0.40	19.32	16.26
Growth & Income	73.85	0.44	0.60	0.60	0.90	11.38	8.48
Convertible Securities	43.99	0.44	1.01	1.01	-1.52	17.32	20.99
Small Cap Growth	44.09	0.39	0.89	0.89	6.01	30.17	26.12
Puritan	28.67	0.39	1.38	1.38	0.81	14.18	10.45
Japan	24.96	0.38	1.55	1.55	1.22	23.08	26.25
Mega Cap Stock	34.07	0.37	1.10	1.10	-1.25	14.25	9.02
International Growth	25.15	0.37	1.49	1.49	3.16	16.92	10.65
International Small Cap	40.10	0.35	0.88	0.88	-2.08	11.36	8.91
Asset Manager 85%	34.28	0.35	1.03	1.03	0.15	17.20	13.25
Emerging Markets Discovery	22.68	0.35	1.57	1.57	-0.61	12.56	18.13
Balanced	35.19	0.34	0.98	0.98	0.06	13.97	9.92
International Cap App	39.53	0.33	0.84	0.84	1.83	19.86	10.64
Mid-Cap Stock	53.24	0.32	0.60	0.60	3.71	16.81	20.18
Stock Selector Mid Cap	56.42	0.32	0.57	0.57	4.44	20.04	22.36
ZERO Large Cap Index	26.63	0.32	1.22	1.22	-1.63	17.31	9.14
Automotive	53.81	0.31	0.58	0.58	-4.76	4.66	-5.14
Magellan	15.50	0.31	2.04	2.04	-1.40	17.56	5.85
Software & IT Services	19.73	0.30	1.54	1.54	-10.20	20.20	-14.10
ZERO Total Market Index	26.05	0.30	1.17	1.17	-1.14	17.66	10.19
Asset Manager 70%	33.48	0.28	0.84	0.84	0.21	14.42	11.27
Founders Fund	27.64	0.27	0.99	0.99	-2.37	18.48	6.85
Value Strategies	68.96	0.27	0.39	0.39	4.41	20.50	25.75
Blue Chip Value	31.11	0.27	0.88	0.88	4.36	23.31	20.53
Japan Smaller Cos	21.02	0.25	1.20	1.20	3.50	21.36	25.27
Constr & Housing	130.29	0.24	0.18	0.18	6.80	14.75	12.17
Sustainable U.S. Equity	17.17	0.23	1.36	1.36	0.18	20.83	12.96
Climate Action	17.13	0.23	1.36	1.36	-2.11	21.06	15.12
Defense & Aerospace	29.23	0.23	0.79	0.79	3.14	14.83	13.32
Mid Cap Index	42.53	0.23	0.54	0.54	2.98	15.79	15.16
Value Discovery	43.49	0.22	0.51	0.51	2.09	13.08	12.38
Intl Sustainability Index	16.87	0.20	1.20	1.20	0.78	13.68	10.55
Womens Leadership Fund	21.22	0.19	0.90	0.90	0.03	22.55	14.31
Sustainable Emerg Markets Equity	14.82	0.18	1.23	1.23	-2.05	22.78	25.91
Health Care	27.68	0.18	0.65	0.65	11.93	20.78	9.82
Wireless	15.31	0.17	1.12	1.12	-2.61	24.92	30.69
Global ex U.S. Index	21.27	0.17	0.81	0.81	-0.33	15.28	13.99
Total International Index	19.64	0.16	0.82	0.82	-0.76	14.59	13.39
Emerging Markets Index	17.03	0.16	0.95	0.95	-0.76	23.14	24.49
Multi-Asset Income	15.99	0.16	1.02	1.03	-3.53	4.02	4.75
Agricultural Productivity	21.71	0.16	0.74	0.74	2.65	-0.46	19.94
Hedged Equity	16.01	0.16	1.01	1.01	-1.96	13.31	7.38
Asset Manager 50%	23.66	0.15	0.64	0.64	0.34	10.89	8.76
Infrastructure	18.68	0.15	0.81	0.81	1.74	6.86	11.45
Sustainable International Equity	12.99	0.14	1.09	1.09	1.41	18.31	12.27
ZERO International Index	16.83	0.14	0.84	0.84	-0.53	15.04	14.26
Total International Equity	16.79	0.14	0.84	0.84	-0.36	14.69	12.76
Sustainable Multi-Asset	12.94	0.14	1.09	1.09	0.00	14.51	9.38
Asset Manager 60%	18.75	0.13	0.70	0.70	0.21	12.55	9.84
Equity-Income	91.70	0.13	0.14	0.14	1.82	9.02	10.42
Small Cap Growth Index	37.70	0.13	0.35	0.35	2.56	27.19	21.03
Small Cap Discovery	27.02	0.13	0.48	0.48	5.48	23.25	19.02
Stock Selector Small Cap	51.78	0.13	0.25	0.25	5.48	19.67	22.32
FinTech	16.02	0.12	0.75	0.75	2.63	12.66	-17.55
Healthy Future	14.65	0.11	0.76	0.76	2.77	13.92	6.28
Int'l Small Cap Oppty (Closed)	23.09	0.11	0.48	0.48	-2.70	11.01	5.87
Global Equity Income	27.19	0.10	0.37	0.37	-1.52	13.17	9.44
Mid Cap Value	37.99	0.09	0.24	0.24	5.94	22.75	24.84
Value	16.79	0.08	0.48	0.48	4.81	20.53	21.84
Equity Div Income	32.76	0.08	0.24	0.24	2.31	10.32	10.80
Asset Manager 40%	15.05	0.08	0.53	0.53	0.40	9.00	7.38
ZERO Extended Market Index	18.13	0.08	0.44	0.44	3.66	20.47	19.83
International Value	15.04	0.08	0.53	0.53	-0.59	9.06	6.52
Stock Sel Large Cap Value	30.95	0.07	0.23	0.23	1.91	11.81	9.46
Capital & Income	11.40	0.07	0.63	0.65	0.06	8.26	7.95
Low-Priced Stock	46.10	0.06	0.13	0.13	2.15	12.58	11.81
Insurance	91.58	0.06	0.07	0.07	9.57	11.24	3.41
Small Cap Stock	21.68	0.05	0.23	0.23	6.44	27.66	22.54
Strategic Dividend & Income	20.02	0.05	0.25	0.25	1.73	10.21	14.22
Asset Manager 30%	13.44	0.05	0.37	0.37	0.35	7.15	5.91
Asset Manager 20%	14.89	0.04	0.27	0.27	0.37	5.38	4.63
Leisure	16.74	0.03	0.18	0.18	7.31	13.77	-0.52
Inflation-Protected Index	9.27	0.03	0.32	0.32	0.00	1.88	1.77
International Real Estate	10.34	0.03	0.29	0.29	-1.05	2.99	-2.36
Strategic Income	12.28	0.03	0.26	0.28	0.43	4.51	3.58
Interm Municipal Income	10.25	0.01	0.11	0.12	0.44	2.29	1.25
New Jersey Muni Income	11.78	0.01	0.09	0.11	0.67	2.94	1.92
Maryland Muni Income	10.99	0.01	0.10	0.11	0.58	3.02	1.55
Long-Term Treasury Index	9.28	0.01	0.12	0.14	2.09	3.49	1.90
Focused High Income	8.27	0.01	0.14	0.17	0.20	3.43	2.06
Sustainable Intermed Muni	10.25	0.01	0.11	0.12	0.45	2.33	1.23
Connecticut Muni Income	11.13	0.01	0.10	0.11	0.66	2.52	1.53
Pennsylvania Muni Income	10.60	0.01	0.10	0.12	0.72	2.84	1.74
California Municipal Income	12.41	0.01	0.09	0.11	0.82	3.19	1.93
Ohio Municipal Income	11.62	0.01	0.09	0.11	0.67	3.02	2.03
Minnesota Muni Income	11.23	0.01	0.10	0.11	0.58	2.83	1.41
Michigan Muni Income	11.72	0.01	0.09	0.11	0.76	3.01	1.98
New York Muni Income	12.55	0.01	0.09	0.11	0.89	3.49	2.39
Mass Muni Income	11.58	0.01	0.09	0.11	0.75	2.98	2.07
Tax-Free Bond	11.13	0.01	0.10	0.12	0.72	3.14	2.17
Risk Parity	11.48	0.01	0.09	0.09	-1.71	8.20	8.21
Municipal Income	12.39	0.01	0.09	0.11	0.75	3.15	2.06
California Limited Term Tax Free	10.50	0.00	0.01	0.02	0.30	1.30	0.80
Total Bond	9.60	0.00	0.01	0.04	0.66	2.27	1.34
Limited Term Government	9.67	0.00	0.01	0.03	0.18	1.03	0.61
High Income	8.15	0.00	0.02	0.05	0.00	4.45	3.57
Intermediate Government Income	9.83	0.00	0.01	0.03	0.26	1.04	0.51
Short-Term Bond	8.44	0.00	0.01	0.03	0.21	1.20	0.89
Arizona Muni Income	11.65	0.00	0.01	0.02	0.74	2.95	1.88
Small Cap Value	25.50	0.00	0.00	0.00	8.65	27.18	27.50
Sustainable Core Plus Bond	9.36	0.00	0.01	0.03	0.64	2.15	1.23
Limited Term Municipal Income	10.61	0.00	0.01	0.02	0.40	1.33	1.15
Corporate Bond	10.67	0.00	0.01	0.04	0.55	3.01	1.20
Conservative Income Bond	10.06	0.00	0.01	0.03	0.32	1.30	1.84
Sustainable Low Duration Bond	10.21	0.00	0.01	0.03	0.25	1.24	1.65
Tactical Bond	8.88	0.00	0.01	0.04	0.73	2.53	1.69
Environmental Bond	8.54	0.00	0.01	0.03	0.67	2.11	1.15
Sustainability Bond Idx	9.33	0.00	0.01	0.03	0.64	2.08	1.18
Short-Term Treasury Index	10.27	0.00	0.01	0.03	0.25	0.93	0.54
Intermediate Treasury Index	9.72	0.00	0.01	0.03	0.61	1.53	0.45
Limited Term Bond	11.54	0.00	0.01	0.03	0.25	1.72	1.06
Short Duration High Income	8.99	0.00	0.02	0.05	0.03	3.93	3.12
Conservative Income Muni	10.06	0.00	0.01	0.02	0.23	0.95	1.26
U.S. Bond Index	10.48	0.00	0.01	0.03	0.60	2.04	1.10
New Markets Income	14.05	0.00	0.01	0.04	0.61	5.28	4.37
Intermediate Bond	10.26	0.00	0.01	0.03	0.40	1.44	0.65
Mid Cap Value Index	34.63	0.00	0.00	0.00	3.28	15.63	17.87
Lrg Cap Value Index	24.08	0.00	0.00	0.00	2.38	15.99	16.33
Investment Grade Bond	7.25	0.00	0.01	0.03	0.74	2.15	1.08
International Bond Index	9.25	0.00	0.00	0.00	0.76	2.60	1.70
Financial Services	16.24	0.00	0.00	0.00	5.73	15.11	3.22
Government Income	9.20	0.00	0.01	0.03	0.74	1.75	1.07
Floating Rate High Income	8.97	0.00	0.02	0.06	-0.23	2.32	1.83
Small Cap Index	37.68	0.00	0.00	0.00	3.21	23.27	21.99
Ginnie Mae	10.38	-0.01	-0.09	-0.07	0.59	2.00	1.78
Strategic Real Return	9.36	-0.01	-0.11	-0.11	-1.99	0.52	6.08
Real Estate Income	12.67	-0.01	-0.08	-0.08	0.80	5.14	4.79
Mortgage Securities	9.99	-0.01	-0.09	-0.07	0.51	2.10	1.59
Short-Term Bond Idx	10.03	-0.01	-0.09	-0.07	0.16	1.05	0.63
Retailing	17.30	-0.03	-0.17	-0.17	-2.04	8.85	3.02
Water Sustainability	20.25	-0.04	-0.20	-0.20	4.65	4.49	4.01
Real Estate Index	18.12	-0.09	-0.49	-0.49	3.66	14.03	12.90
Banking	37.76	-0.11	-0.29	-0.29	9.23	19.80	13.70
Global Commodity Stock	25.17	-0.11	-0.44	-0.44	-8.04	-8.80	11.77
Small Cap Value Index	34.67	-0.12	-0.34	-0.34	3.96	19.18	22.94
Chemicals	14.24	-0.19	-1.32	-1.32	3.34	4.75	21.01
Energy	77.44	-0.23	-0.30	-0.30	-3.73	-11.34	26.13
Real Estate Investment	43.34	-0.29	-0.66	-0.66	3.50	13.33	15.10
Natural Resources	59.37	-0.31	-0.52	-0.52	-7.68	-12.24	13.45
Medical Tech and Devices	47.17	-0.34	-0.72	-0.72	6.82	8.54	-10.02
Telecom & Utilities	35.33	-0.35	-0.98	-0.98	0.71	-1.45	6.59
Consumer Staples	93.21	-0.47	-0.50	-0.50	3.81	6.53	12.42
Utilities	140.50	-0.51	-0.36	-0.36	3.20	1.88	8.93
Gold	51.95	-0.64	-1.22	-1.22	-15.09	-10.79	-8.96
Canada	81.64	-0.80	-0.97	-0.97	-2.73	3.92	4.43
Health Care Services	118.26	-0.96	-0.81	-0.81	11.68	32.80	15.25
Brokerage and Investment	156.65	-1.32	-0.84	-0.84	-6.02	3.26	-16.66
Materials	99.15	-1.82	-1.80	-1.80	-3.43	1.96	11.34

194 of 194 funds in this group	Average of All Funds	0.64	0.65	0.82	13.05	10.70

Blue Chip Growth

Nasdaq Composite Index

Tech Hardware

Trend

Communications Services

500 Index

Semiconductors

Total Market Index

China Region

Growth Discovery

Disciplined Equity

Focused Stock

Emerging Asia

Stock Selector All Cap

New Millennium

Technology

Growth Strategies

Extended Market Index

Growth Company (closed)

Lrge Cap Growth Indx

Worldwide

Cons Discretionary

Fidelity Fund

OTC

Environment and Alt Energy

Leveraged Co Stk

Mid Cap Growth Index

Int'l Discovery

Industrials

Overseas

Nordic

Pacific Basin

Large Cap Stock

Transportation

Telecommunications

Enterprise Technology Services

Multi-Asset Index

Europe

International Index

Emerging Markets

Capital Appreciation

Biotechnology

Diversified International

U.S. Sustainability Index

Contrafund

Pharmaceuticals

Dividend Growth

Growth & Income

Convertible Securities

Small Cap Growth

Puritan

Japan

Mega Cap Stock

International Growth

International Small Cap

Asset Manager 85%

Emerging Markets Discovery

Balanced

International Cap App

Mid-Cap Stock

Stock Selector Mid Cap

ZERO Large Cap Index

Automotive

Magellan

Software & IT Services

ZERO Total Market Index

Asset Manager 70%

Founders Fund

Value Strategies

Blue Chip Value

Japan Smaller Cos

Constr & Housing

Sustainable U.S. Equity

Climate Action

Defense & Aerospace

Mid Cap Index

Value Discovery

Intl Sustainability Index

Womens Leadership Fund

Sustainable Emerg Markets Equity