FM&I Scorecard

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Monitor & Insight Ratings:

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500 Index	258.70	-0.49	-0.19	-0.19	-0.71	4.99	9.42
Agricultural Productivity	21.93	-0.17	-0.77	-0.77	1.17	0.57	21.63
Arizona Muni Income	11.55	-0.01	-0.08	-0.06	-0.80	0.39	1.15
Asset Manager 20%	14.74	-0.04	-0.27	-0.27	-0.74	0.84	3.85
Asset Manager 30%	13.29	-0.03	-0.23	-0.23	-0.98	1.27	5.04
Asset Manager 40%	14.81	-0.04	-0.27	-0.27	-1.22	1.68	6.28
Asset Manager 50%	23.28	-0.07	-0.30	-0.30	-1.42	2.11	7.57
Asset Manager 60%	18.53	-0.06	-0.32	-0.32	-1.65	2.49	8.55
Asset Manager 70%	33.06	-0.12	-0.36	-0.36	-1.84	2.96	9.87
Asset Manager 85%	33.81	-0.13	-0.38	-0.38	-2.11	3.62	11.69
Automotive	52.56	-0.83	-1.55	-1.55	-3.35	-7.64	-7.35
Balanced	34.87	-0.08	-0.23	-0.23	-0.98	4.15	9.37
Banking	38.55	-0.35	-0.90	-0.90	2.50	9.18	16.08
Biotechnology	28.02	-0.66	-2.30	-2.30	-3.55	8.77	16.28
Blue Chip Growth	299.00	0.00	0.00	0.00	-4.63	5.56	11.97
Blue Chip Value	30.98	-0.18	-0.58	-0.58	-0.67	10.76	20.03
Brokerage and Investment	171.54	-1.40	-0.81	-0.81	7.89	0.51	-8.74
California Limited Term Tax Free	10.46	0.00	0.01	0.02	-0.25	0.27	0.56
California Municipal Income	12.28	-0.01	-0.07	-0.06	-0.96	0.20	1.03
Canada	84.16	-0.86	-1.01	-1.01	2.89	-0.18	7.65
Capital & Income	11.24	0.01	0.10	0.12	-1.71	1.49	6.65
Capital Appreciation	52.22	-0.03	-0.06	-0.06	-2.28	5.09	13.15
Chemicals	13.93	-0.13	-0.92	-0.92	-3.47	-1.28	18.38
China Region	68.02	0.04	0.06	0.06	-9.20	0.87	24.85
Climate Action	16.43	-0.10	-0.60	-0.60	-4.17	3.28	11.60
Communications Services	141.81	0.30	0.21	0.21	1.49	3.28	8.93
Connecticut Muni Income	11.03	-0.01	-0.08	-0.07	-0.76	0.06	0.76
Cons Discretionary	64.65	-0.54	-0.83	-0.83	-2.34	-3.25	-1.71
Conservative Income Bond	10.06	0.00	0.01	0.03	0.20	1.17	2.03
Conservative Income Muni	10.06	0.00	0.01	0.02	0.15	0.86	1.41
Constr & Housing	120.76	-1.71	-1.40	-1.40	-7.78	-5.01	3.96
Consumer Staples	92.47	-0.23	-0.25	-0.25	1.05	3.70	12.02
Contrafund	26.10	-0.07	-0.27	-0.27	-2.61	3.41	7.55
Convertible Securities	41.63	0.04	0.10	0.10	-5.57	0.37	14.90
Corporate Bond	10.50	-0.03	-0.27	-0.25	-0.99	-0.76	-0.18
Defense & Aerospace	28.02	-0.24	-0.85	-0.85	-5.47	1.71	8.63
Disciplined Equity	80.07	0.00	0.00	0.00	-3.95	4.87	10.61
Diversified International	53.40	-0.43	-0.80	-0.80	-3.94	1.56	9.81
Dividend Growth	48.46	-0.12	-0.25	-0.25	-2.08	4.90	14.51
Emerging Asia	83.19	-0.60	-0.72	-0.72	-9.44	7.54	25.59
Emerging Markets	57.11	-0.11	-0.19	-0.19	-8.45	0.72	14.52
Emerging Markets Discovery	22.26	-0.09	-0.40	-0.40	-2.58	-1.63	15.94
Emerging Markets Index	15.97	-0.08	-0.50	-0.50	-7.47	1.59	16.74
Energy	83.66	0.31	0.37	0.37	8.35	6.28	36.26
Enterprise Technology Services	41.61	0.18	0.43	0.43	2.77	10.66	-3.68
Environment and Alt Energy	51.49	-0.38	-0.73	-0.73	-5.42	0.65	10.42
Environmental Bond	8.43	-0.02	-0.23	-0.21	-0.74	-0.72	0.05
Equity Div Income	33.15	-0.17	-0.51	-0.51	2.01	5.63	12.65
Equity-Income	92.06	-0.34	-0.37	-0.37	0.79	3.58	11.26
Europe	49.03	-0.50	-1.01	-1.01	-3.56	-0.10	5.12
Extended Market Index	114.33	-0.86	-0.75	-0.75	-4.00	3.98	13.57
Fidelity Fund	116.14	-0.12	-0.10	-0.10	1.57	1.80	3.41
Financial Services	17.02	-0.11	-0.64	-0.64	4.67	7.86	8.18
FinTech	16.80	0.05	0.30	0.30	5.33	0.12	-13.54
Floating Rate High Income	9.01	0.00	0.02	0.05	0.68	1.98	2.62
Focused High Income	8.25	0.00	0.01	0.04	0.04	0.77	2.10
Focused Stock	46.21	-0.20	-0.43	-0.43	-8.26	8.91	20.40
Founders Fund	27.29	-0.08	-0.29	-0.29	-1.94	2.78	5.49
Ginnie Mae	10.27	-0.03	-0.28	-0.26	-0.58	-0.44	0.91
Global Commodity Stock	26.43	0.01	0.04	0.04	4.67	-3.82	17.36
Global Equity Income	27.02	-0.13	-0.48	-0.48	-0.68	2.98	9.18
Global ex U.S. Index	20.75	-0.15	-0.72	-0.72	-3.13	0.88	11.20
Gold	48.37	-0.25	-0.51	-0.51	-7.05	-28.03	-15.23
Government Income	9.09	-0.02	-0.21	-0.19	-0.57	-0.55	0.05
Growth & Income	74.24	-0.34	-0.46	-0.46	0.29	3.66	9.38
Growth Company (closed)	55.78	-0.08	-0.14	-0.14	-5.46	5.29	16.65
Growth Discovery	75.31	-0.01	-0.01	-0.01	-4.84	1.59	7.85
Growth Strategies	71.78	-0.14	-0.19	-0.19	-9.24	-2.01	5.13
Health Care	27.38	-0.51	-1.83	-1.83	-0.58	10.31	8.63
Health Care Services	120.81	-0.50	-0.41	-0.41	1.78	20.24	17.74
Healthy Future	14.48	-0.10	-0.69	-0.69	-1.36	4.53	5.05
Hedged Equity	16.01	-0.04	-0.25	-0.25	-0.68	4.44	7.38
High Income	8.11	0.00	0.02	0.05	-0.18	0.80	3.39
Industrials	71.70	-0.60	-0.83	-0.83	-4.92	2.60	17.35
Inflation-Protected Index	9.08	-0.02	-0.22	-0.22	-0.33	-0.43	1.00
Infrastructure	17.97	-0.03	-0.17	-0.17	-3.60	-1.76	7.50
Insurance	96.68	-0.01	-0.01	-0.01	6.08	10.45	9.17
Interm Municipal Income	10.16	-0.01	-0.09	-0.07	-0.72	0.02	0.53
Intermediate Bond	10.19	-0.01	-0.09	-0.07	-0.19	-0.25	0.17
Intermediate Government Income	9.77	-0.02	-0.20	-0.18	-0.24	-0.39	0.06
Intermediate Treasury Index	9.60	-0.03	-0.30	-0.28	-0.63	-1.05	-0.59
International Bond Index	9.08	-0.02	-0.22	-0.22	-1.20	-0.12	0.37
International Cap App	37.09	-0.25	-0.67	-0.67	-7.53	-1.20	3.81
International Growth	23.91	-0.24	-0.99	-0.99	-6.38	-1.93	5.19
International Index	66.11	-0.48	-0.72	-0.72	-1.23	0.56	8.73
International Real Estate	10.33	-0.04	-0.39	-0.39	0.68	-4.62	-2.46
International Small Cap	38.63	-0.34	-0.87	-0.87	-4.19	-2.38	4.92
International Value	15.15	-0.12	-0.79	-0.79	0.46	0.20	7.29
Intl Sustainability Index	16.47	-0.10	-0.60	-0.60	-2.95	-0.42	7.93
Int'l Discovery	62.07	-0.38	-0.61	-0.61	-4.57	1.31	8.63
Int'l Small Cap Oppty (Closed)	22.73	-0.17	-0.74	-0.74	-1.43	-2.24	4.22
Investment Grade Bond	7.16	-0.01	-0.13	-0.11	-0.62	-0.62	0.04
Japan	23.58	-0.05	-0.21	-0.21	-5.26	3.29	19.27
Japan Smaller Cos	19.80	-0.03	-0.15	-0.15	-5.71	5.77	18.00
Large Cap Stock	68.12	-0.21	-0.31	-0.31	0.03	3.66	10.10
Leisure	16.19	-0.09	-0.55	-0.55	-2.29	-2.18	-3.78
Leveraged Co Stk	50.41	0.20	0.40	0.40	-7.78	2.17	14.72
Limited Term Bond	11.49	-0.01	-0.08	-0.05	-0.04	0.21	0.85
Limited Term Government	9.63	-0.01	-0.09	-0.08	-0.02	0.00	0.38
Limited Term Municipal Income	10.57	0.00	0.01	0.02	-0.24	0.31	0.93
Long-Term Treasury Index	8.96	-0.06	-0.65	-0.63	-2.18	-2.04	-1.40
Low-Priced Stock	46.37	-0.38	-0.81	-0.81	0.52	4.41	12.47
Lrg Cap Value Index	24.48	-0.11	-0.45	-0.45	1.79	8.99	18.26
Lrge Cap Growth Indx	46.82	0.00	0.00	0.00	-3.88	0.78	1.23
Magellan	15.23	0.02	0.13	0.13	-3.42	0.57	4.00
Maryland Muni Income	10.88	-0.01	-0.08	-0.07	-0.95	0.05	0.67
Mass Muni Income	11.46	-0.01	-0.08	-0.06	-0.89	0.15	1.16
Materials	95.71	-0.96	-0.99	-0.99	-4.14	-8.43	7.47
Medical Tech and Devices	47.13	-0.60	-1.26	-1.26	0.90	2.70	-10.09
Mega Cap Stock	34.51	-0.08	-0.23	-0.23	0.47	4.23	10.43
Michigan Muni Income	11.60	-0.01	-0.08	-0.06	-0.87	0.39	1.10
Mid Cap Growth Index	35.33	-0.03	-0.08	-0.08	-6.06	-0.51	0.74
Mid Cap Index	41.99	-0.22	-0.52	-0.52	-1.39	4.30	13.70
Mid Cap Value	37.72	-0.36	-0.95	-0.95	-0.95	9.05	23.95
Mid Cap Value Index	34.63	-0.23	-0.66	-0.66	0.26	5.81	17.87
Mid-Cap Stock	51.07	-0.40	-0.78	-0.78	-4.86	0.93	15.29
Minnesota Muni Income	11.12	-0.01	-0.08	-0.07	-0.84	0.01	0.57
Mortgage Securities	9.87	-0.03	-0.29	-0.27	-0.59	-0.51	0.62
Multi-Asset Income	15.89	0.02	0.14	0.17	-0.09	-2.99	4.65
Multi-Asset Index	72.46	-0.31	-0.43	-0.43	-1.92	2.61	9.03
Municipal Income	12.26	-0.02	-0.15	-0.14	-0.96	0.14	1.15
Nasdaq Composite Index	324.68	-0.16	-0.05	-0.05	-2.71	4.71	10.08
Natural Resources	62.44	0.00	0.00	0.00	5.14	-4.19	19.32
New Jersey Muni Income	11.66	-0.02	-0.16	-0.15	-0.86	0.06	1.05
New Markets Income	13.94	-0.02	-0.13	-0.11	-0.60	0.58	3.81
New Millennium	74.42	-0.31	-0.41	-0.41	-3.59	4.77	10.94
New York Muni Income	12.41	-0.01	-0.07	-0.06	-1.04	0.19	1.41
Nordic	69.79	-0.71	-1.01	-1.01	-1.65	-3.90	6.39
Ohio Municipal Income	11.52	-0.01	-0.08	-0.06	-0.79	0.29	1.31
OTC	29.43	-0.01	-0.03	-0.03	-5.25	9.94	21.21
Overseas	74.50	-0.62	-0.83	-0.83	-4.43	-1.69	3.43
Pacific Basin	46.80	-0.13	-0.28	-0.28	-6.51	3.02	20.81
Pennsylvania Muni Income	10.50	-0.01	-0.09	-0.07	-0.87	0.25	0.96
Pharmaceuticals	33.54	-0.68	-1.99	-1.99	-3.76	7.09	11.25
Puritan	27.87	-0.10	-0.36	-0.36	-3.18	2.53	7.84
Real Estate Income	12.51	-0.03	-0.24	-0.24	0.57	0.89	4.80
Real Estate Index	18.36	-0.10	-0.54	-0.54	3.15	3.62	14.40
Real Estate Investment	43.80	-0.28	-0.64	-0.64	3.06	2.79	16.32
Retailing	17.51	-0.05	-0.28	-0.28	1.68	-2.18	4.27
Risk Parity	11.41	-0.03	-0.26	-0.26	-0.70	-0.95	7.55
Semiconductors	60.67	0.41	0.68	0.68	-15.05	11.90	52.96
Short Duration High Income	8.97	0.00	0.02	0.05	-0.03	1.20	3.20
Short-Term Bond	8.42	0.00	0.01	0.03	0.09	0.36	0.86
Short-Term Bond Idx	10.00	-0.01	-0.09	-0.07	-0.03	-0.04	0.51
Short-Term Treasury Index	10.24	-0.01	-0.09	-0.07	0.07	-0.04	0.42
Small Cap Discovery	26.04	-0.28	-1.06	-1.06	-5.07	5.93	14.70
Small Cap Growth	42.14	-0.42	-0.99	-0.99	-5.56	6.47	20.54
Small Cap Growth Index	36.16	-0.25	-0.69	-0.69	-5.04	4.45	16.08
Small Cap Index	36.86	-0.25	-0.67	-0.67	-2.67	5.67	19.34
Small Cap Stock	20.74	-0.22	-1.05	-1.05	-5.81	7.34	17.23
Small Cap Value	25.20	-0.27	-1.06	-1.06	-2.10	12.05	26.00
Small Cap Value Index	34.62	-0.22	-0.63	-0.63	-0.12	6.92	22.77
Software & IT Services	20.64	0.15	0.73	0.73	3.46	11.09	-10.14
Stock Sel Large Cap Value	31.61	-0.19	-0.60	-0.60	2.23	5.97	11.80
Stock Selector All Cap	103.17	-0.21	-0.20	-0.20	-1.03	6.81	14.88
Stock Selector Mid Cap	54.93	-0.51	-0.92	-0.92	-3.24	4.19	19.13
Stock Selector Small Cap	50.62	-0.59	-1.15	-1.15	-3.06	4.13	19.58
Strategic Dividend & Income	19.74	-0.06	-0.30	-0.30	-0.72	3.31	13.17
Strategic Income	12.15	-0.01	-0.07	-0.05	-0.86	0.37	2.65
Strategic Real Return	9.40	0.00	0.00	0.00	1.94	0.43	8.02
Sustainability Bond Idx	9.21	-0.02	-0.21	-0.18	-0.65	-0.64	0.10
Sustainable Core Plus Bond	9.24	-0.03	-0.31	-0.29	-0.76	-0.67	0.13
Sustainable Emerg Markets Equity	13.98	-0.04	-0.29	-0.29	-6.92	0.36	18.78
Sustainable Intermed Muni	10.15	-0.01	-0.09	-0.07	-0.81	-0.15	0.40
Sustainable International Equity	12.62	-0.09	-0.71	-0.71	-3.37	2.02	9.08
Sustainable Low Duration Bond	10.22	0.00	0.01	0.02	0.26	1.03	1.91
Sustainable Multi-Asset	12.72	-0.04	-0.31	-0.31	-2.23	2.42	7.52
Sustainable U.S. Equity	16.92	-0.05	-0.29	-0.29	-2.37	5.68	11.32
Tactical Bond	8.77	-0.02	-0.22	-0.19	-0.68	-0.37	0.63
Tax-Free Bond	11.02	-0.01	-0.08	-0.06	-0.91	0.27	1.33
Tech Hardware	202.23	-1.29	-0.63	-0.63	-13.65	17.23	59.47
Technology	52.73	0.08	0.15	0.15	-5.21	16.61	31.61
Telecom & Utilities	34.00	-0.12	-0.35	-0.35	-1.90	-5.01	3.03
Telecommunications	65.33	-0.04	-0.06	-0.06	-2.10	-4.98	12.57
Total Bond	9.47	-0.03	-0.30	-0.28	-0.72	-0.61	0.19
Total International Equity	16.33	-0.13	-0.79	-0.79	-3.71	-0.18	9.67
Total International Index	19.16	-0.14	-0.73	-0.73	-3.04	0.31	10.62
Total Market Index	205.17	-0.52	-0.25	-0.25	-1.08	4.88	9.91
Transportation	124.57	-1.11	-0.88	-0.88	0.83	7.86	21.18
Trend	215.31	0.22	0.10	0.10	-7.33	2.63	9.85
U.S. Bond Index	10.35	-0.02	-0.18	-0.16	-0.66	-0.67	0.06
U.S. Sustainability Index	33.09	-0.03	-0.09	-0.09	-1.46	5.65	8.60
Utilities	134.95	-0.63	-0.46	-0.46	-2.31	-3.13	5.02
Value	16.93	-0.13	-0.76	-0.76	0.77	8.60	22.86
Value Discovery	44.41	-0.24	-0.54	-0.54	2.12	7.71	14.75
Value Strategies	69.43	-0.56	-0.80	-0.80	0.64	9.06	26.60
Water Sustainability	18.88	-0.26	-1.36	-1.36	-2.18	-3.50	2.54
Wireless	14.47	-0.07	-0.48	-0.48	-6.22	6.95	23.52
Womens Leadership Fund	20.92	-0.04	-0.19	-0.19	-2.15	6.76	12.70
Worldwide	41.95	-0.20	-0.47	-0.47	-6.42	5.75	15.56
ZERO Extended Market Index	17.70	-0.13	-0.73	-0.73	-2.80	3.39	16.99
ZERO International Index	16.44	-0.12	-0.72	-0.72	-2.89	0.92	11.61
ZERO Large Cap Index	26.64	-0.05	-0.19	-0.19	-0.78	5.17	9.18
ZERO Total Market Index	25.99	-0.07	-0.27	-0.27	-0.99	4.97	9.94

194 of 194 funds in this group	Average of All Funds	-0.39	-0.38	-1.80	2.24	8.91

500 Index

Agricultural Productivity

Arizona Muni Income

Asset Manager 20%

Asset Manager 30%

Asset Manager 40%

Asset Manager 50%

Asset Manager 60%

Asset Manager 70%

Asset Manager 85%

Automotive

Balanced

Banking

Biotechnology

Blue Chip Growth

Blue Chip Value

Brokerage and Investment

California Limited Term Tax Free

California Municipal Income

Canada

Capital & Income

Capital Appreciation

Chemicals

China Region

Climate Action

Communications Services

Connecticut Muni Income

Cons Discretionary

Conservative Income Bond

Conservative Income Muni

Constr & Housing

Consumer Staples

Contrafund

Convertible Securities

Corporate Bond

Defense & Aerospace

Disciplined Equity

Diversified International

Dividend Growth

Emerging Asia

Emerging Markets

Emerging Markets Discovery

Emerging Markets Index

Energy

Enterprise Technology Services

Environment and Alt Energy

Environmental Bond

Equity Div Income

Equity-Income

Europe

Extended Market Index

Fidelity Fund

Financial Services

FinTech

Floating Rate High Income

Focused High Income

Focused Stock

Founders Fund

Ginnie Mae

Global Commodity Stock

Global Equity Income

Global ex U.S. Index

Gold

Government Income

Growth & Income

Growth Company (closed)

Growth Discovery

Growth Strategies

Health Care

Health Care Services

Healthy Future

Hedged Equity

High Income

Industrials

Inflation-Protected Index

Infrastructure

Insurance

Interm Municipal Income

Intermediate Bond

Intermediate Government Income