Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: (06/29/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
Biotechnology	FBIOX	Buy	29.05	0.54	1.89	1.89	13.57	24.67	20.56
Health Care	FSPHX	OK to Buy	27.68	0.18	0.65	0.65	11.93	20.78	9.82
Health Care Services	FSHCX	Hold	118.26	-0.96	-0.81	-0.81	11.68	32.80	15.25
Insurance	FSPCX	OK to Sell	91.58	0.06	0.07	0.07	9.57	11.24	3.41
Banking	FSRBX	Hold	37.76	-0.11	-0.29	-0.29	9.23	19.80	13.70
Small Cap Value	FCPVX	Hold	25.50	0.00	0.00	0.00	8.65	27.18	27.50
Leisure	FDLSX	Hold	16.74	0.03	0.18	0.18	7.31	13.77	-0.52
Pharmaceuticals	FPHAX	Buy	35.29	0.44	1.26	1.26	7.26	20.81	17.06
Medical Tech and Devices	FSMEX	OK to Sell	47.17	-0.34	-0.72	-0.72	6.82	8.54	-10.02
Constr & Housing	FSHOX	Hold	130.29	0.24	0.18	0.18	6.80	14.75	12.17
Industrials	FIDRX	Buy	74.10	0.76	1.04	1.04	6.71	17.94	21.28
Small Cap Stock	FSLCX	Hold	21.68	0.05	0.23	0.23	6.44	27.66	22.54
Small Cap Growth	FCPGX	Hold	44.09	0.39	0.89	0.89	6.01	30.17	26.12
Mid Cap Value	FSMVX	Hold	37.99	0.09	0.24	0.24	5.94	22.75	24.84
Financial Services	FIDSX	OK to Buy	16.24	0.00	0.00	0.00	5.73	15.11	3.22
Stock Selector Small Cap	FDSCX	OK to Buy	51.78	0.13	0.25	0.25	5.48	19.67	22.32
Small Cap Discovery	FSCRX	Hold	27.02	0.13	0.48	0.48	5.48	23.25	19.02
Focused Stock	FTQGX	Hold	50.01	1.65	3.41	3.41	4.91	39.03	30.30
Value	FDVLX	Hold	16.79	0.08	0.48	0.48	4.81	20.53	21.84
Water Sustainability	FLOWX	Hold	20.25	-0.04	-0.20	-0.20	4.65	4.49	4.01
Stock Selector Mid Cap	FSSMX	Hold	56.42	0.32	0.57	0.57	4.44	20.04	22.36
Value Strategies	FSLSX	Hold	68.96	0.27	0.39	0.39	4.41	20.50	25.75
Transportation	FSRFX	Hold	124.51	0.70	0.57	0.57	4.38	21.63	21.12
Blue Chip Value	FBCVX	Hold	31.11	0.27	0.88	0.88	4.36	23.31	20.53
Tech Hardware	FDCPX	Buy	229.52	5.17	2.30	2.30	4.21	61.13	80.99
Small Cap Value Index	FISVX	OK to Buy	34.67	-0.12	-0.34	-0.34	3.96	19.18	22.94
Consumer Staples	FDFAX	Buy	93.21	-0.47	-0.50	-0.50	3.81	6.53	12.42
Mid-Cap Stock	FMCSX	Buy	53.24	0.32	0.60	0.60	3.71	16.81	20.18
ZERO Extended Market Index	FZIPX	OK to Buy	18.13	0.08	0.44	0.44	3.66	20.47	19.83
Real Estate Index	FSRNX	Hold	18.12	-0.09	-0.49	-0.49	3.66	14.03	12.90
Extended Market Index	FSMAX	Hold	118.16	1.21	1.03	1.03	3.53	21.69	17.37
Real Estate Investment	FRESX	Hold	43.34	-0.29	-0.66	-0.66	3.50	13.33	15.10
Japan Smaller Cos	FJSCX	Hold	21.02	0.25	1.20	1.20	3.50	21.36	25.27
Chemicals	FSCHX	Hold	14.24	-0.19	-1.32	-1.32	3.34	4.75	21.01
Mid Cap Value Index	FIMVX	Hold	34.63	0.00	0.00	0.00	3.28	15.63	17.87
Small Cap Index	FSSNX	Hold	37.68	0.00	0.00	0.00	3.21	23.27	21.99
Utilities	FSUTX	Hold	140.50	-0.51	-0.36	-0.36	3.20	1.88	8.93
International Growth	FIGFX	Hold	25.15	0.37	1.49	1.49	3.16	16.92	10.65
Defense & Aerospace	FSDAX	OK to Buy	29.23	0.23	0.79	0.79	3.14	14.83	13.32
Mid Cap Index	FSMDX	Hold	42.53	0.23	0.54	0.54	2.98	15.79	15.16
Worldwide	FWWFX	Hold	44.49	1.10	2.54	2.54	2.77	29.90	22.56
Healthy Future	FAPHX	OK to Buy	14.65	0.11	0.76	0.76	2.77	13.92	6.28
Agricultural Productivity	FARMX	Hold	21.71	0.16	0.74	0.74	2.65	-0.46	19.94

 

Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: ( 06/29/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
FinTech	FSVLX	OK to Sell	16.02	0.12	0.75	0.75	2.63	12.66	-17.55
Small Cap Growth Index	FECGX	OK to Buy	37.70	0.13	0.35	0.35	2.56	27.19	21.03
Growth Strategies	FDEGX	OK to Buy	78.00	1.30	1.69	1.69	2.43	20.71	14.24
Lrg Cap Value Index	FLCOX	Hold	24.08	0.00	0.00	0.00	2.38	15.99	16.33
Equity Div Income	FEQTX	OK to Buy	32.76	0.08	0.24	0.24	2.31	10.32	10.80
Semiconductors	FSELX	OK to Buy	69.05	2.47	3.71	3.71	2.19	66.65	74.09
Low-Priced Stock	FLPSX	Buy	46.10	0.06	0.13	0.13	2.15	12.58	11.81
Long-Term Treasury Index	FNBGX	OK to Sell	9.28	0.01	0.12	0.14	2.09	3.49	1.90
Value Discovery	FVDFX	OK to Buy	43.49	0.22	0.51	0.51	2.09	13.08	12.38
Overseas	FOSFX	Hold	77.20	0.75	0.98	0.98	2.01	14.32	7.18
Stock Sel Large Cap Value	FSLVX	OK to Buy	30.95	0.07	0.23	0.23	1.91	11.81	9.46
Leveraged Co Stk	FLVCX	OK to Buy	53.67	0.79	1.49	1.49	1.86	28.00	22.14
International Cap App	FICQX	Hold	39.53	0.33	0.84	0.84	1.83	19.86	10.64
Equity-Income	FEQIX	Buy	91.70	0.13	0.14	0.14	1.82	9.02	10.42
Diversified International	FDIVX	Hold	55.10	0.52	0.95	0.95	1.81	17.81	13.30
Infrastructure	FNSTX	OK to Buy	18.68	0.15	0.81	0.81	1.74	6.86	11.45
Strategic Dividend & Income	FSDIX	OK to Buy	20.02	0.05	0.25	0.25	1.73	10.21	14.22
Mid Cap Growth Index	FMDGX	Hold	37.16	0.79	2.17	2.17	1.47	15.94	5.96
Emerging Asia	FSEAX	Hold	90.26	1.49	1.68	1.68	1.44	33.86	36.26
Sustainable International Equity	FSYRX	Hold	12.99	0.14	1.09	1.09	1.41	18.31	12.27
Japan	FJPNX	Hold	24.96	0.38	1.55	1.55	1.22	23.08	26.25
Contrafund	FCNTX	OK to Buy	26.49	0.51	1.96	1.96	1.03	19.16	9.15
Int'l Discovery	FIGRX	Hold	64.48	0.78	1.22	1.22	0.97	19.03	12.85
Growth & Income	FGRIX	OK to Buy	73.85	0.44	0.60	0.60	0.90	11.38	8.48
New York Muni Income	FTFMX	Hold	12.55	0.01	0.09	0.11	0.89	3.49	2.39
Pacific Basin	FPBFX	OK to Buy	49.60	0.72	1.47	1.47	0.83	25.98	28.03
California Municipal Income	FCTFX	Hold	12.41	0.01	0.09	0.11	0.82	3.19	1.93
Puritan	FPURX	Buy	28.67	0.39	1.38	1.38	0.81	14.18	10.45
Real Estate Income	FRIFX	Hold	12.67	-0.01	-0.08	-0.08	0.80	5.14	4.79
Intl Sustainability Index	FNIDX	Hold	16.87	0.20	1.20	1.20	0.78	13.68	10.55
International Bond Index	FBIIX	Hold	9.25	0.00	0.00	0.00	0.76	2.60	1.70
Michigan Muni Income	FMHTX	Hold	11.72	0.01	0.09	0.11	0.76	3.01	1.98
Mass Muni Income	FDMMX	Hold	11.58	0.01	0.09	0.11	0.75	2.98	2.07
Municipal Income	FHIGX	Hold	12.39	0.01	0.09	0.11	0.75	3.15	2.06
Arizona Muni Income	FSAZX	Hold	11.65	0.00	0.01	0.02	0.74	2.95	1.88
Government Income	FGOVX	Hold	9.20	0.00	0.01	0.03	0.74	1.75	1.07
Investment Grade Bond	FBNDX	OK to Buy	7.25	0.00	0.01	0.03	0.74	2.15	1.08
Tactical Bond	FBAGX	Hold	8.88	0.00	0.01	0.04	0.73	2.53	1.69
Tax-Free Bond	FTABX	Hold	11.13	0.01	0.10	0.12	0.72	3.14	2.17
Pennsylvania Muni Income	FPXTX	Hold	10.60	0.01	0.10	0.12	0.72	2.84	1.74
Telecom & Utilities	FIUIX	Hold	35.33	-0.35	-0.98	-0.98	0.71	-1.45	6.59
Europe	FIEUX	Hold	50.34	0.64	1.29	1.29	0.68	15.27	7.93
Ohio Municipal Income	FOHFX	Hold	11.62	0.01	0.09	0.11	0.67	3.02	2.03

 

Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: ( 06/29/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
New Jersey Muni Income	FNJHX	Hold	11.78	0.01	0.09	0.11	0.67	2.94	1.92
Environmental Bond	FFEBX	Hold	8.54	0.00	0.01	0.03	0.67	2.11	1.15
Connecticut Muni Income	FICNX	Hold	11.13	0.01	0.10	0.11	0.66	2.52	1.53
Total Bond	FTBFX	OK to Buy	9.60	0.00	0.01	0.04	0.66	2.27	1.34
Sustainability Bond Idx	FNDSX	Hold	9.33	0.00	0.01	0.03	0.64	2.08	1.18
Sustainable Core Plus Bond	FIAEX	Hold	9.36	0.00	0.01	0.03	0.64	2.15	1.23
Intermediate Treasury Index	FUAMX	Hold	9.72	0.00	0.01	0.03	0.61	1.53	0.45
New Markets Income	FNMIX	OK to Buy	14.05	0.00	0.01	0.04	0.61	5.28	4.37
U.S. Bond Index	FXNAX	OK to Buy	10.48	0.00	0.01	0.03	0.60	2.04	1.10
Ginnie Mae	FGMNX	Hold	10.38	-0.01	-0.09	-0.07	0.59	2.00	1.78
Minnesota Muni Income	FIMIX	Hold	11.23	0.01	0.10	0.11	0.58	2.83	1.41
Maryland Muni Income	SMDMX	Hold	10.99	0.01	0.10	0.11	0.58	3.02	1.55
Corporate Bond	FCBFX	Hold	10.67	0.00	0.01	0.04	0.55	3.01	1.20
Mortgage Securities	FMSFX	Hold	9.99	-0.01	-0.09	-0.07	0.51	2.10	1.59
Sustainable Intermed Muni	FSIKX	Hold	10.25	0.01	0.11	0.12	0.45	2.33	1.23
Interm Municipal Income	FLTMX	Hold	10.25	0.01	0.11	0.12	0.44	2.29	1.25
Strategic Income	FADMX	OK to Buy	12.28	0.03	0.26	0.28	0.43	4.51	3.58
Intermediate Bond	FTHRX	Buy	10.26	0.00	0.01	0.03	0.40	1.44	0.65
Asset Manager 40%	FFANX	Hold	15.05	0.08	0.53	0.53	0.40	9.00	7.38
Limited Term Municipal Income	FSTFX	OK to Buy	10.61	0.00	0.01	0.02	0.40	1.33	1.15
Emerging Markets	FEMKX	Hold	61.60	0.62	1.02	1.02	0.39	25.48	23.52
Asset Manager 20%	FASIX	Hold	14.89	0.04	0.27	0.27	0.37	5.38	4.63
Asset Manager 30%	FTANX	Hold	13.44	0.05	0.37	0.37	0.35	7.15	5.91
Asset Manager 50%	FASMX	Hold	23.66	0.15	0.64	0.64	0.34	10.89	8.76
Conservative Income Bond	FCNVX	Buy	10.06	0.00	0.01	0.03	0.32	1.30	1.84
New Millennium	FMILX	Buy	76.20	1.44	1.93	1.93	0.30	20.27	13.60
California Limited Term Tax Free	FCSTX	Hold	10.50	0.00	0.01	0.02	0.30	1.30	0.80
Intermediate Government Income	FSTGX	Hold	9.83	0.00	0.01	0.03	0.26	1.04	0.51
Short-Term Treasury Index	FUMBX	OK to Buy	10.27	0.00	0.01	0.03	0.25	0.93	0.54
Limited Term Bond	FJRLX	Buy	11.54	0.00	0.01	0.03	0.25	1.72	1.06
Sustainable Low Duration Bond	FAPGX	Buy	10.21	0.00	0.01	0.03	0.25	1.24	1.65
Conservative Income Muni	FMNDX	Buy	10.06	0.00	0.01	0.02	0.23	0.95	1.26
Asset Manager 60%	FSANX	Hold	18.75	0.13	0.70	0.70	0.21	12.55	9.84
Asset Manager 70%	FASGX	Hold	33.48	0.28	0.84	0.84	0.21	14.42	11.27
Short-Term Bond	FSHBX	Buy	8.44	0.00	0.01	0.03	0.21	1.20	0.89
Focused High Income	FHIFX	OK to Buy	8.27	0.01	0.14	0.17	0.20	3.43	2.06
International Index	FSPSX	Hold	66.70	0.64	0.97	0.97	0.20	12.35	9.70
Limited Term Government	FFXSX	OK to Buy	9.67	0.00	0.01	0.03	0.18	1.03	0.61
Sustainable U.S. Equity	FSEBX	Hold	17.17	0.23	1.36	1.36	0.18	20.83	12.96
Disciplined Equity	FDEQX	Hold	82.30	1.72	2.13	2.13	0.17	23.78	13.69
Short-Term Bond Idx	FNSOX	OK to Buy	10.03	-0.01	-0.09	-0.07	0.16	1.05	0.63
Asset Manager 85%	FAMRX	Hold	34.28	0.35	1.03	1.03	0.15	17.20	13.25
Capital & Income	FAGIX	OK to Buy	11.40	0.07	0.63	0.65	0.06	8.26	7.95

 

Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: ( 06/29/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
Balanced	FBALX	Buy	35.19	0.34	0.98	0.98	0.06	13.97	9.92
Short Duration High Income	FSAHX	OK to Buy	8.99	0.00	0.02	0.05	0.03	3.93	3.12
Womens Leadership Fund	FWOMX	Hold	21.22	0.19	0.90	0.90	0.03	22.55	14.31
Inflation-Protected Index	FIPDX	OK to Buy	9.27	0.03	0.32	0.32	0.00	1.88	1.77
Sustainable Multi-Asset	FYMRX	Hold	12.94	0.14	1.09	1.09	0.00	14.51	9.38
High Income	SPHIX	OK to Buy	8.15	0.00	0.02	0.05	0.00	4.45	3.57
Stock Selector All Cap	FDSSX	OK to Buy	103.21	1.47	1.44	1.44	-0.11	21.24	14.92
China Region	FHKCX	Hold	73.34	2.11	2.96	2.96	-0.16	26.73	34.62
Multi-Asset Index	FFNOX	Hold	73.49	0.67	0.92	0.92	-0.22	14.75	10.58
Floating Rate High Income	FFRHX	OK to Buy	8.97	0.00	0.02	0.06	-0.23	2.32	1.83
OTC	FOCPX	Buy	30.41	0.86	2.91	2.91	-0.26	34.08	25.25
Global ex U.S. Index	FSGGX	OK to Buy	21.27	0.17	0.81	0.81	-0.33	15.28	13.99
Total International Equity	FTIEX	Hold	16.79	0.14	0.84	0.84	-0.36	14.69	12.76
Large Cap Stock	FLCSX	OK to Buy	67.61	0.71	1.06	1.06	-0.40	14.24	9.27
Dividend Growth	FDGFX	Buy	49.36	0.44	0.90	0.90	-0.40	19.32	16.26
ZERO International Index	FZILX	OK to Buy	16.83	0.14	0.84	0.84	-0.53	15.04	14.26
International Value	FIVLX	OK to Buy	15.04	0.08	0.53	0.53	-0.59	9.06	6.52
Emerging Markets Discovery	FEDDX	Hold	22.68	0.35	1.57	1.57	-0.61	12.56	18.13
Environment and Alt Energy	FSLEX	OK to Buy	53.58	0.84	1.59	1.59	-0.65	17.74	14.90
U.S. Sustainability Index	FITLX	Hold	33.29	0.52	1.59	1.59	-0.69	19.40	9.26
Emerging Markets Index	FPADX	Hold	17.03	0.16	0.95	0.95	-0.76	23.14	24.49
Total International Index	FTIHX	Hold	19.64	0.16	0.82	0.82	-0.76	14.59	13.39
Enterprise Technology Services	FBSOX	OK to Sell	40.28	0.67	1.69	1.69	-0.76	18.55	-6.76
Trend	FTRNX	OK to Buy	228.24	4.61	2.06	2.06	-0.94	27.44	16.45
Capital Appreciation	FDCAX	OK to Buy	53.10	0.59	1.12	1.12	-1.03	21.51	15.06
International Real Estate	FIREX	Hold	10.34	0.03	0.29	0.29	-1.05	2.99	-2.36
Blue Chip Growth	FBGRX	Buy	308.11	7.00	2.32	2.32	-1.10	28.35	15.38
ZERO Total Market Index	FZROX	OK to Buy	26.05	0.30	1.17	1.17	-1.14	17.66	10.19
Total Market Index	FSKAX	Buy	205.78	2.36	1.16	1.16	-1.15	17.68	10.23
Mega Cap Stock	FGRTX	Buy	34.07	0.37	1.10	1.10	-1.25	14.25	9.02
Magellan	FMAGX	OK to Sell	15.50	0.31	2.04	2.04	-1.40	17.56	5.85
Global Equity Income	FGILX	Buy	27.19	0.10	0.37	0.37	-1.52	13.17	9.44
Convertible Securities	FCVSX	OK to Buy	43.99	0.44	1.01	1.01	-1.52	17.32	20.99
ZERO Large Cap Index	FNILX	OK to Buy	26.63	0.32	1.22	1.22	-1.63	17.31	9.14
Risk Parity	FAPSX	OK to Sell	11.48	0.01	0.09	0.09	-1.71	8.20	8.21
500 Index	FXAIX	OK to Buy	259.15	3.01	1.18	1.18	-1.74	17.16	9.32
Hedged Equity	FEQHX	OK to Sell	16.01	0.16	1.01	1.01	-1.96	13.31	7.38
Strategic Real Return	FSRRX	OK to Buy	9.36	-0.01	-0.11	-0.11	-1.99	0.52	6.08
Growth Company (closed)	FDGRX	Buy	57.92	1.20	2.12	2.12	-2.01	28.45	21.12
Retailing	FSRPX	OK to Buy	17.30	-0.03	-0.17	-0.17	-2.04	8.85	3.02
Sustainable Emerg Markets Equity	FSYJX	Hold	14.82	0.18	1.23	1.23	-2.05	22.78	25.91
International Small Cap	FISMX	Hold	40.10	0.35	0.88	0.88	-2.08	11.36	8.91
Climate Action	FCAEX	Hold	17.13	0.23	1.36	1.36	-2.11	21.06	15.12

 

Fidelity Monitor & Insight	Category: All Funds					Fidelity Scorecard
	Daily as of: ( 06/29/2026)					Total Return (%)
Fund Name	Ticker	Rating	NAV	Daily $	Daily %	WTD	MTD	90 Day	YTD
Cons Discretionary	FSCPX	Buy	66.10	0.99	1.52	1.52	-2.29	13.28	0.50
Founders Fund	FIFNX	Hold	27.64	0.27	0.99	0.99	-2.37	18.48	6.85
Fidelity Fund	FFIDX	OK to Buy	113.91	0.95	0.84	0.84	-2.52	11.85	1.42
Technology	FSPTX	Buy	54.32	1.36	2.57	2.57	-2.53	45.21	35.58
Growth Discovery	FDSVX	Buy	77.68	1.78	2.35	2.35	-2.56	21.64	11.24
Wireless	FWRLX	OK to Buy	15.31	0.17	1.12	1.12	-2.61	24.92	30.69
Int'l Small Cap Oppty (Closed)	FSCOX	Hold	23.09	0.11	0.48	0.48	-2.70	11.01	5.87
Canada	FICDX	Hold	81.64	-0.80	-0.97	-0.97	-2.73	3.92	4.43
Materials	FSDPX	OK to Buy	99.15	-1.82	-1.80	-1.80	-3.43	1.96	11.34
Multi-Asset Income	FMSDX	OK to Buy	15.99	0.16	1.02	1.03	-3.53	4.02	4.75
Energy	FSENX	OK to Buy	77.44	-0.23	-0.30	-0.30	-3.73	-11.34	26.13
Communications Services	FBMPX	Buy	139.75	3.62	2.66	2.66	-4.13	21.34	7.35
Nasdaq Composite Index	FNCMX	OK to Buy	328.71	6.64	2.06	2.06	-4.16	23.51	11.45
Lrge Cap Growth Indx	FSPGX	Hold	47.84	1.15	2.46	2.46	-4.43	18.41	3.44
Automotive	FSAVX	Hold	53.81	0.31	0.58	0.58	-4.76	4.66	-5.14
Nordic	FNORX	Hold	70.14	0.75	1.08	1.08	-5.50	10.60	6.92
Telecommunications	FSTCX	OK to Buy	68.47	0.68	1.00	1.00	-6.00	3.58	16.71
Brokerage and Investment	FSLBX	Hold	156.65	-1.32	-0.84	-0.84	-6.02	3.26	-16.66
Natural Resources	FNARX	OK to Buy	59.37	-0.31	-0.52	-0.52	-7.68	-12.24	13.45
Global Commodity Stock	FFGCX	Hold	25.17	-0.11	-0.44	-0.44	-8.04	-8.80	11.77
Software & IT Services	FSCSX	Hold	19.73	0.30	1.54	1.54	-10.20	20.20	-14.10
Gold	FSAGX	Sell	51.95	-0.64	-1.22	-1.22	-15.09	-10.79	-8.96
Sorted by Month-to-date Return	Average of All Funds (%)				0.64	0.65	0.82	13.05	10.70