| Fidelity Monitor & Insight | Category: Funds | Fidelity Scorecard | |||||||
| Daily as of: () | Total Return (%) | ||||||||
| Fund Name | Ticker | Rating | NAV | Daily $ | Daily % | WTD | MTD | 90 Day | YTD |
| 500 Index | FXAIX | OK to Buy | 259.19 | -2.64 | -1.01 | -1.55 | -0.52 | 4.94 | 9.63 |
| Agricultural Productivity | FARMX | Hold | 22.10 | 0.07 | 0.32 | 2.36 | 1.95 | 2.00 | 22.57 |
| Arizona Muni Income | FSAZX | Hold | 11.56 | -0.01 | -0.08 | -0.38 | -0.74 | 0.46 | 1.21 |
| Asset Manager 20% | FASIX | Hold | 14.78 | -0.02 | -0.14 | -0.27 | -0.47 | 1.05 | 4.13 |
| Asset Manager 30% | FTANX | Hold | 13.32 | -0.03 | -0.22 | -0.52 | -0.75 | 1.34 | 5.28 |
| Asset Manager 40% | FFANX | Hold | 14.85 | -0.05 | -0.34 | -0.74 | -0.95 | 1.82 | 6.56 |
| Asset Manager 50% | FASMX | Hold | 23.35 | -0.10 | -0.43 | -0.89 | -1.13 | 2.28 | 7.90 |
| Asset Manager 60% | FSANX | Hold | 18.59 | -0.10 | -0.54 | -1.06 | -1.33 | 2.59 | 8.90 |
| Asset Manager 70% | FASGX | Hold | 33.18 | -0.21 | -0.63 | -1.28 | -1.48 | 3.11 | 10.27 |
| Asset Manager 85% | FAMRX | Hold | 33.94 | -0.26 | -0.76 | -1.57 | -1.74 | 3.76 | 12.12 |
| Automotive | FSAVX | Hold | 53.39 | -0.74 | -1.37 | -0.50 | -1.82 | -6.46 | -5.88 |
| Balanced | FBALX | Buy | 34.95 | -0.24 | -0.68 | -0.96 | -0.75 | 4.20 | 9.62 |
| Banking | FSRBX | Hold | 38.90 | -0.59 | -1.49 | 1.62 | 3.43 | 10.61 | 17.13 |
| Biotechnology | FBIOX | Buy | 28.68 | 0.43 | 1.52 | -1.71 | -1.27 | 10.56 | 19.02 |
| Blue Chip Growth | FBGRX | Buy | 299.00 | -4.12 | -1.36 | -4.15 | -4.63 | 5.39 | 11.97 |
| Blue Chip Value | FBCVX | Hold | 31.16 | -0.21 | -0.67 | -0.03 | -0.10 | 11.44 | 20.73 |
| Brokerage and Investment | FSLBX | Hold | 172.94 | -2.87 | -1.63 | 1.17 | 8.77 | 1.65 | -7.99 |
| California Limited Term Tax Free | FCSTX | Hold | 10.46 | 0.00 | 0.01 | -0.14 | -0.27 | 0.25 | 0.54 |
| California Municipal Income | FCTFX | Hold | 12.29 | -0.01 | -0.07 | -0.43 | -0.91 | 0.34 | 1.09 |
| Canada | FICDX | Hold | 85.02 | 0.17 | 0.20 | 1.31 | 3.94 | 1.42 | 8.75 |
| Capital & Income | FAGIX | OK to Buy | 11.23 | -0.04 | -0.34 | -0.98 | -1.83 | 1.55 | 6.52 |
| Capital Appreciation | FDCAX | OK to Buy | 52.25 | -0.54 | -1.02 | -2.35 | -2.23 | 4.92 | 13.22 |
| Chemicals | FSCHX | Hold | 14.06 | -0.11 | -0.78 | -0.35 | -2.56 | 0.07 | 19.48 |
| China Region | FHKCX | Hold | 67.98 | -2.30 | -3.27 | -6.25 | -9.25 | 0.61 | 24.78 |
| Climate Action | FCAEX | Hold | 16.53 | -0.21 | -1.25 | -2.30 | -3.59 | 4.16 | 12.28 |
| Communications Services | FBMPX | Buy | 141.51 | -2.86 | -1.98 | -2.37 | 1.27 | 2.02 | 8.70 |
| Connecticut Muni Income | FICNX | Hold | 11.04 | -0.01 | -0.08 | -0.31 | -0.69 | 0.13 | 0.83 |
| Cons Discretionary | FSCPX | Buy | 65.19 | -1.10 | -1.66 | -0.84 | -1.53 | -2.64 | -0.88 |
| Conservative Income Bond | FCNVX | Buy | 10.06 | 0.00 | 0.01 | 0.07 | 0.17 | 1.14 | 2.00 |
| Conservative Income Muni | FMNDX | Buy | 10.06 | 0.00 | 0.01 | 0.05 | 0.12 | 0.84 | 1.38 |
| Constr & Housing | FSHOX | Hold | 122.47 | -2.36 | -1.89 | -1.20 | -6.48 | -2.51 | 5.44 |
| Consumer Staples | FDFAX | Buy | 92.70 | -1.03 | -1.10 | 0.50 | 1.30 | 3.88 | 12.30 |
| Contrafund | FCNTX | OK to Buy | 26.17 | -0.38 | -1.43 | -2.64 | -2.35 | 3.32 | 7.84 |
| Convertible Securities | FCVSX | OK to Buy | 41.59 | -0.04 | -0.10 | -3.53 | -5.66 | 0.59 | 14.79 |
| Corporate Bond | FCBFX | Hold | 10.53 | 0.00 | 0.01 | -0.01 | -0.75 | -0.60 | 0.07 |
| Defense & Aerospace | FSDAX | OK to Buy | 28.26 | 0.00 | 0.00 | -3.29 | -4.66 | 2.43 | 9.56 |
| Disciplined Equity | FDEQX | Hold | 80.07 | -0.80 | -0.99 | -2.80 | -3.95 | 4.60 | 10.61 |
| Diversified International | FDIVX | Hold | 53.83 | -0.36 | -0.66 | -2.20 | -3.17 | 1.78 | 10.69 |
| Dividend Growth | FDGFX | Buy | 48.58 | -0.42 | -0.86 | -2.02 | -1.83 | 4.95 | 14.80 |
| Emerging Asia | FSEAX | Hold | 83.79 | -1.40 | -1.64 | -5.55 | -8.79 | 7.31 | 26.49 |
| Emerging Markets | FEMKX | Hold | 57.22 | -0.88 | -1.51 | -5.34 | -8.27 | 0.30 | 14.74 |
| Emerging Markets Discovery | FEDDX | Hold | 22.35 | -0.17 | -0.75 | -2.32 | -2.19 | -1.41 | 16.41 |
| Emerging Markets Index | FPADX | Hold | 16.05 | -0.17 | -1.05 | -4.63 | -7.01 | 1.20 | 17.32 |
| Fidelity Monitor & Insight | Category: All Funds | Fidelity Scorecard | |||||||
| Daily as of: ( 07/17/2026) | Total Return (%) | ||||||||
| Fund Name | Ticker | Rating | NAV | Daily $ | Daily % | WTD | MTD | 90 Day | YTD |
| Energy | FSENX | OK to Buy | 83.35 | 1.02 | 1.24 | 4.19 | 7.95 | 5.96 | 35.76 |
| Enterprise Technology Services | FBSOX | OK to Sell | 41.43 | -0.58 | -1.38 | -0.62 | 2.32 | 10.66 | -4.10 |
| Environment and Alt Energy | FSLEX | OK to Buy | 51.87 | -0.42 | -0.80 | -3.44 | -4.72 | 1.81 | 11.24 |
| Environmental Bond | FFEBX | Hold | 8.45 | 0.00 | 0.01 | 0.07 | -0.53 | -0.52 | 0.25 |
| Equity Div Income | FEQTX | OK to Buy | 33.32 | -0.14 | -0.42 | 0.73 | 2.53 | 5.94 | 13.23 |
| Equity-Income | FEQIX | Buy | 92.40 | -0.38 | -0.41 | 0.10 | 1.17 | 3.73 | 11.67 |
| Europe | FIEUX | Hold | 49.53 | -0.26 | -0.52 | -0.36 | -2.58 | 0.39 | 6.20 |
| Extended Market Index | FSMAX | Hold | 115.19 | -0.61 | -0.53 | -1.29 | -3.27 | 5.54 | 14.42 |
| Fidelity Fund | FFIDX | Hold | 116.26 | -1.38 | -1.17 | -0.93 | 1.67 | 1.58 | 3.52 |
| Financial Services | FIDSX | OK to Buy | 17.13 | -0.17 | -0.98 | 1.18 | 5.35 | 8.90 | 8.88 |
| FinTech | FSVLX | OK to Sell | 16.75 | -0.29 | -1.70 | 1.39 | 5.02 | 0.90 | -13.79 |
| Floating Rate High Income | FFRHX | OK to Buy | 9.01 | 0.00 | 0.02 | 0.23 | 0.63 | 1.93 | 2.56 |
| Focused High Income | FHIFX | OK to Buy | 8.25 | 0.00 | 0.01 | -0.02 | 0.00 | 0.72 | 2.05 |
| Focused Stock | FTQGX | Hold | 46.41 | -0.44 | -0.94 | -4.58 | -7.86 | 9.43 | 20.92 |
| Founders Fund | FIFNX | Hold | 27.37 | -0.31 | -1.12 | -2.11 | -1.65 | 3.00 | 5.80 |
| Ginnie Mae | FGMNX | Hold | 10.30 | 0.00 | 0.01 | 0.17 | -0.32 | -0.37 | 1.17 |
| Global Commodity Stock | FFGCX | Hold | 26.42 | 0.21 | 0.80 | 2.01 | 4.63 | -3.54 | 17.32 |
| Global Equity Income | FGILX | Buy | 27.15 | -0.13 | -0.48 | -0.77 | -0.20 | 3.01 | 9.70 |
| Global ex U.S. Index | FSGGX | OK to Buy | 20.90 | -0.13 | -0.62 | -1.88 | -2.43 | 1.06 | 12.00 |
| Gold | FSAGX | Sell | 48.62 | -0.16 | -0.33 | -6.37 | -6.57 | -28.73 | -14.79 |
| Government Income | FGOVX | Hold | 9.11 | 0.01 | 0.12 | 0.18 | -0.38 | -0.36 | 0.24 |
| Growth & Income | FGRIX | OK to Buy | 74.58 | -0.47 | -0.63 | -0.27 | 0.75 | 3.96 | 9.88 |
| Growth Company (closed) | FDGRX | Buy | 55.86 | -0.81 | -1.43 | -4.72 | -5.32 | 5.14 | 16.81 |
| Growth Discovery | FDSVX | Buy | 75.32 | -1.05 | -1.37 | -3.65 | -4.83 | 1.18 | 7.86 |
| Growth Strategies | FDEGX | OK to Buy | 71.92 | -0.50 | -0.69 | -4.00 | -9.07 | -1.30 | 5.33 |
| Health Care | FSPHX | OK to Buy | 27.89 | 0.11 | 0.40 | -0.57 | 1.27 | 11.69 | 10.65 |
| Health Care Services | FSHCX | Hold | 121.31 | 0.86 | 0.71 | -0.15 | 2.20 | 20.32 | 18.22 |
| Healthy Future | FAPHX | Hold | 14.58 | -0.02 | -0.14 | -0.55 | -0.68 | 4.73 | 5.78 |
| Hedged Equity | FEQHX | OK to Sell | 16.05 | -0.13 | -0.80 | -1.23 | -0.43 | 4.49 | 7.65 |
| High Income | SPHIX | OK to Buy | 8.11 | -0.01 | -0.11 | -0.14 | -0.22 | 0.76 | 3.34 |
| Industrials | FIDRX | Buy | 72.30 | -0.38 | -0.52 | -1.35 | -4.12 | 3.88 | 18.33 |
| Inflation-Protected Index | FIPDX | OK to Buy | 9.10 | 0.02 | 0.22 | 0.22 | -0.11 | -0.21 | 1.22 |
| Infrastructure | FNSTX | OK to Buy | 18.00 | -0.09 | -0.50 | -2.17 | -3.44 | -2.55 | 7.68 |
| Insurance | FSPCX | OK to Sell | 96.69 | 1.30 | 1.36 | 0.93 | 6.09 | 10.39 | 9.18 |
| Interm Municipal Income | FLTMX | Hold | 10.17 | -0.01 | -0.09 | -0.34 | -0.65 | 0.09 | 0.60 |
| Intermediate Bond | FTHRX | Buy | 10.20 | 0.00 | 0.01 | 0.07 | -0.13 | -0.27 | 0.24 |
| Intermediate Government Income | FSTGX | Hold | 9.79 | 0.00 | 0.01 | 0.16 | -0.06 | -0.21 | 0.24 |
| Intermediate Treasury Index | FUAMX | Hold | 9.63 | 0.01 | 0.11 | 0.17 | -0.35 | -0.87 | -0.31 |
| International Bond Index | FBIIX | Hold | 9.10 | 0.01 | 0.11 | -0.22 | -0.99 | -0.01 | 0.59 |
| International Cap App | FICQX | Hold | 37.34 | -0.39 | -1.03 | -4.26 | -6.91 | -1.43 | 4.51 |
| International Growth | FIGFX | Hold | 24.15 | -0.24 | -0.98 | -2.31 | -5.44 | -1.67 | 6.25 |
| International Index | FSPSX | Hold | 66.59 | -0.30 | -0.45 | -0.80 | -0.51 | 0.83 | 9.52 |
| International Real Estate | FIREX | Hold | 10.37 | 0.02 | 0.19 | 0.58 | 1.07 | -4.86 | -2.08 |
| Fidelity Monitor & Insight | Category: All Funds | Fidelity Scorecard | |||||||
| Daily as of: ( 07/17/2026) | Total Return (%) | ||||||||
| Fund Name | Ticker | Rating | NAV | Daily $ | Daily % | WTD | MTD | 90 Day | YTD |
| International Small Cap | FISMX | Hold | 38.97 | -0.35 | -0.89 | -2.21 | -3.35 | -2.18 | 5.84 |
| International Value | FIVLX | OK to Buy | 15.27 | -0.07 | -0.46 | -0.52 | 1.26 | 0.73 | 8.14 |
| Intl Sustainability Index | FNIDX | Hold | 16.57 | -0.13 | -0.78 | -1.78 | -2.36 | -0.24 | 8.58 |
| Int'l Discovery | FIGRX | Hold | 62.45 | -0.87 | -1.37 | -2.38 | -3.98 | 1.31 | 9.29 |
| Int'l Small Cap Oppty (Closed) | FSCOX | OK to Sell | 22.90 | -0.22 | -0.95 | -0.95 | -0.69 | -2.14 | 5.00 |
| Investment Grade Bond | FBNDX | OK to Buy | 7.17 | 0.00 | 0.01 | 0.07 | -0.52 | -0.51 | 0.15 |
| Japan | FJPNX | Hold | 23.63 | -0.30 | -1.25 | -4.99 | -5.06 | 2.78 | 19.52 |
| Japan Smaller Cos | FJSCX | Hold | 19.83 | -0.30 | -1.49 | -5.16 | -5.57 | 4.59 | 18.18 |
| Large Cap Stock | FLCSX | OK to Buy | 68.33 | -0.52 | -0.76 | -0.94 | 0.34 | 3.72 | 10.44 |
| Leisure | FDLSX | Hold | 16.28 | -0.22 | -1.33 | -1.99 | -1.75 | -1.51 | -3.25 |
| Leveraged Co Stk | FLVCX | OK to Buy | 50.21 | -0.57 | -1.12 | -4.62 | -8.14 | 2.68 | 14.27 |
| Limited Term Bond | FJRLX | Buy | 11.50 | -0.01 | -0.08 | 0.08 | 0.01 | 0.26 | 0.90 |
| Limited Term Government | FFXSX | OK to Buy | 9.64 | 0.00 | 0.01 | 0.06 | 0.05 | 0.08 | 0.46 |
| Limited Term Municipal Income | FSTFX | OK to Buy | 10.57 | -0.01 | -0.09 | -0.14 | -0.26 | 0.29 | 0.91 |
| Long-Term Treasury Index | FNBGX | OK to Sell | 9.02 | 0.03 | 0.34 | 0.19 | -1.56 | -1.41 | -0.77 |
| Low-Priced Stock | FLPSX | Buy | 46.75 | -0.29 | -0.62 | 0.54 | 1.34 | 5.34 | 13.39 |
| Lrg Cap Value Index | FLCOX | Hold | 24.59 | -0.15 | -0.61 | 0.45 | 2.25 | 9.48 | 18.79 |
| Lrge Cap Growth Indx | FSPGX | Hold | 46.82 | -0.68 | -1.43 | -3.64 | -3.88 | 0.43 | 1.23 |
| Magellan | FMAGX | OK to Sell | 15.21 | -0.21 | -1.36 | -3.31 | -3.55 | 0.18 | 3.86 |
| Maryland Muni Income | SMDMX | Hold | 10.89 | -0.01 | -0.08 | -0.41 | -0.88 | 0.21 | 0.74 |
| Mass Muni Income | FDMMX | Hold | 11.47 | -0.01 | -0.08 | -0.47 | -0.82 | 0.30 | 1.23 |
| Materials | FSDPX | OK to Buy | 96.67 | -0.82 | -0.84 | -1.89 | -3.18 | -6.99 | 8.55 |
| Medical Tech and Devices | FSMEX | OK to Sell | 47.73 | -1.03 | -2.11 | -0.77 | 2.18 | 3.63 | -8.95 |
| Mega Cap Stock | FGRTX | Buy | 34.59 | -0.28 | -0.80 | -0.92 | 0.70 | 4.16 | 10.69 |
| Michigan Muni Income | FMHTX | Hold | 11.61 | -0.01 | -0.08 | -0.46 | -0.80 | 0.45 | 1.16 |
| Mid Cap Growth Index | FMDGX | Hold | 35.36 | -0.18 | -0.51 | -3.39 | -5.98 | 0.11 | 0.83 |
| Mid Cap Index | FSMDX | Hold | 42.21 | -0.25 | -0.59 | -0.57 | -0.87 | 5.31 | 14.30 |
| Mid Cap Value | FSMVX | OK to Buy | 38.08 | -0.29 | -0.76 | 0.37 | 0.00 | 10.76 | 25.13 |
| Mid Cap Value Index | FIMVX | Hold | 34.86 | -0.22 | -0.63 | 0.40 | 0.93 | 6.97 | 18.65 |
| Mid-Cap Stock | FMCSX | Buy | 51.47 | -0.39 | -0.75 | -1.42 | -4.12 | 2.14 | 16.19 |
| Minnesota Muni Income | FIMIX | Hold | 11.13 | -0.01 | -0.08 | -0.40 | -0.77 | 0.08 | 0.63 |
| Mortgage Securities | FMSFX | Hold | 9.90 | 0.00 | 0.01 | 0.18 | -0.32 | -0.44 | 0.89 |
| Multi-Asset Income | FMSDX | OK to Buy | 15.87 | -0.03 | -0.17 | -1.33 | -0.26 | -3.15 | 4.47 |
| Multi-Asset Index | FFNOX | Hold | 72.77 | -0.48 | -0.66 | -1.41 | -1.50 | 2.80 | 9.50 |
| Municipal Income | FHIGX | Hold | 12.28 | -0.01 | -0.07 | -0.43 | -0.83 | 0.36 | 1.29 |
| Nasdaq Composite Index | FNCMX | OK to Buy | 324.84 | -4.60 | -1.40 | -2.91 | -2.66 | 4.48 | 10.14 |
| Natural Resources | FNARX | OK to Buy | 62.44 | 0.64 | 1.04 | 2.23 | 5.14 | -3.89 | 19.32 |
| New Jersey Muni Income | FNJHX | Hold | 11.68 | 0.00 | 0.01 | -0.29 | -0.71 | 0.21 | 1.19 |
| New Markets Income | FNMIX | OK to Buy | 13.96 | -0.01 | -0.06 | -0.27 | -0.50 | 0.54 | 3.92 |
| New Millennium | FMILX | Buy | 74.73 | -0.87 | -1.15 | -2.29 | -3.19 | 5.03 | 11.40 |
| New York Muni Income | FTFMX | Hold | 12.42 | -0.02 | -0.15 | -0.58 | -0.98 | 0.32 | 1.47 |
| Nordic | FNORX | Hold | 70.50 | -0.39 | -0.55 | -0.16 | -0.65 | -2.91 | 7.47 |
| Ohio Municipal Income | FOHFX | Hold | 11.53 | -0.01 | -0.08 | -0.38 | -0.73 | 0.44 | 1.38 |
| Fidelity Monitor & Insight | Category: All Funds | Fidelity Scorecard | |||||||
| Daily as of: ( 07/17/2026) | Total Return (%) | ||||||||
| Fund Name | Ticker | Rating | NAV | Daily $ | Daily % | WTD | MTD | 90 Day | YTD |
| OTC | FOCPX | Buy | 29.44 | -0.52 | -1.74 | -3.82 | -5.22 | 9.40 | 21.25 |
| Overseas | FOSFX | OK to Sell | 75.12 | -0.54 | -0.71 | -1.87 | -3.63 | -1.43 | 4.29 |
| Pacific Basin | FPBFX | OK to Buy | 46.93 | -0.70 | -1.47 | -5.44 | -6.25 | 3.01 | 21.14 |
| Pennsylvania Muni Income | FPXTX | Hold | 10.51 | -0.01 | -0.09 | -0.42 | -0.80 | 0.32 | 1.03 |
| Pharmaceuticals | FPHAX | Buy | 34.22 | 0.00 | 0.00 | -0.98 | -1.81 | 9.12 | 13.51 |
| Puritan | FPURX | Buy | 27.97 | -0.20 | -0.71 | -1.51 | -2.83 | 2.86 | 8.23 |
| Real Estate Income | FRIFX | Hold | 12.54 | 0.00 | 0.00 | 0.56 | 0.81 | 1.21 | 5.05 |
| Real Estate Index | FSRNX | Hold | 18.46 | -0.02 | -0.11 | 2.78 | 3.71 | 4.48 | 15.02 |
| Real Estate Investment | FRESX | Hold | 44.08 | -0.01 | -0.02 | 2.56 | 3.72 | 3.74 | 17.07 |
| Retailing | FSRPX | OK to Buy | 17.56 | -0.18 | -1.01 | 0.98 | 1.97 | -1.51 | 4.57 |
| Risk Parity | FAPSX | OK to Sell | 11.44 | -0.01 | -0.09 | -0.52 | -0.44 | -0.78 | 7.83 |
| Semiconductors | FSELX | OK to Buy | 60.26 | -0.94 | -1.54 | -10.30 | -15.63 | 12.45 | 51.93 |
| Short Duration High Income | FSAHX | OK to Buy | 8.97 | -0.01 | -0.10 | 0.00 | -0.07 | 1.04 | 3.15 |
| Short-Term Bond | FSHBX | Buy | 8.42 | -0.01 | -0.11 | 0.07 | 0.06 | 0.33 | 0.83 |
| Short-Term Bond Idx | FNSOX | OK to Buy | 10.01 | 0.00 | 0.01 | 0.16 | 0.05 | 0.04 | 0.58 |
| Short-Term Treasury Index | FUMBX | OK to Buy | 10.25 | 0.00 | 0.01 | 0.16 | 0.14 | 0.04 | 0.49 |
| Small Cap Discovery | FSCRX | Hold | 26.32 | -0.12 | -0.45 | -1.05 | -4.05 | 7.58 | 15.94 |
| Small Cap Growth | FCPGX | Hold | 42.56 | 0.04 | 0.09 | -1.87 | -4.62 | 8.16 | 21.74 |
| Small Cap Growth Index | FECGX | OK to Buy | 36.41 | -0.03 | -0.08 | -2.04 | -4.39 | 5.84 | 16.89 |
| Small Cap Index | FSSNX | Hold | 37.11 | -0.15 | -0.40 | -0.51 | -2.01 | 7.00 | 20.15 |
| Small Cap Stock | FSLCX | Hold | 20.96 | -0.10 | -0.47 | -1.13 | -4.81 | 9.12 | 18.47 |
| Small Cap Value | FCPVX | Hold | 25.47 | -0.16 | -0.62 | 0.67 | -1.05 | 14.32 | 27.35 |
| Small Cap Value Index | FISVX | OK to Buy | 34.84 | -0.26 | -0.74 | 1.10 | 0.52 | 8.13 | 23.55 |
| Software & IT Services | FSCSX | Hold | 20.49 | -0.22 | -1.06 | 0.29 | 2.71 | 11.48 | -10.79 |
| Stock Sel Large Cap Value | FSLVX | OK to Buy | 31.80 | -0.19 | -0.59 | 0.92 | 2.85 | 6.60 | 12.47 |
| Stock Selector All Cap | FDSSX | OK to Buy | 103.38 | -1.07 | -1.02 | -1.51 | -0.83 | 6.79 | 15.11 |
| Stock Selector Mid Cap | FSSMX | Hold | 55.44 | -0.28 | -0.50 | -0.48 | -2.34 | 5.72 | 20.23 |
| Stock Selector Small Cap | FDSCX | OK to Buy | 51.21 | -0.10 | -0.19 | 0.47 | -1.93 | 5.81 | 20.98 |
| Strategic Dividend & Income | FSDIX | OK to Buy | 19.80 | -0.02 | -0.10 | -0.30 | -0.42 | 3.47 | 13.52 |
| Strategic Income | FADMX | OK to Buy | 12.16 | -0.01 | -0.07 | -0.26 | -0.81 | 0.42 | 2.71 |
| Strategic Real Return | FSRRX | OK to Buy | 9.40 | 0.03 | 0.32 | 0.97 | 1.94 | 0.65 | 8.02 |
| Sustainability Bond Idx | FNDSX | Hold | 9.23 | 0.00 | 0.01 | 0.07 | -0.47 | -0.56 | 0.28 |
| Sustainable Core Plus Bond | FIAEX | Hold | 9.27 | 0.01 | 0.12 | 0.18 | -0.47 | -0.48 | 0.43 |
| Sustainable Emerg Markets Equity | FSYJX | Hold | 14.02 | -0.23 | -1.61 | -4.88 | -6.66 | -0.28 | 19.12 |
| Sustainable Intermed Muni | FSIKX | Hold | 10.16 | -0.01 | -0.09 | -0.43 | -0.74 | 0.03 | 0.48 |
| Sustainable International Equity | FSYRX | Hold | 12.71 | -0.12 | -0.94 | -1.40 | -2.68 | 2.01 | 9.85 |
| Sustainable Low Duration Bond | FAPGX | Buy | 10.22 | 0.00 | 0.01 | 0.15 | 0.24 | 1.01 | 1.89 |
| Sustainable Multi-Asset | FYMRX | Hold | 12.76 | -0.11 | -0.85 | -1.54 | -1.92 | 2.33 | 7.86 |
| Sustainable U.S. Equity | FSEBX | Hold | 16.97 | -0.14 | -0.82 | -1.85 | -2.08 | 5.93 | 11.64 |
| Tactical Bond | FBAGX | Hold | 8.79 | 0.01 | 0.13 | 0.08 | -0.48 | -0.29 | 0.82 |
| Tax-Free Bond | FTABX | Hold | 11.03 | -0.01 | -0.08 | -0.39 | -0.84 | 0.42 | 1.40 |
| Tech Hardware | FDCPX | Buy | 203.52 | -0.10 | -0.05 | -9.87 | -13.10 | 17.98 | 60.49 |
| Technology | FSPTX | Buy | 52.65 | -0.55 | -1.03 | -5.02 | -5.36 | 17.92 | 31.41 |
| Fidelity Monitor & Insight | Category: All Funds | Fidelity Scorecard | |||||||
| Daily as of: ( 07/17/2026) | Total Return (%) | ||||||||
| Fund Name | Ticker | Rating | NAV | Daily $ | Daily % | WTD | MTD | 90 Day | YTD |
| Telecom & Utilities | FIUIX | Hold | 34.12 | -0.29 | -0.84 | -1.04 | -1.56 | -5.80 | 3.39 |
| Telecommunications | FSTCX | Hold | 65.37 | -0.11 | -0.17 | -0.86 | -2.04 | -5.22 | 12.64 |
| Total Bond | FTBFX | OK to Buy | 9.50 | 0.01 | 0.12 | 0.08 | -0.44 | -0.43 | 0.48 |
| Total International Equity | FTIEX | Hold | 16.46 | -0.13 | -0.78 | -1.97 | -2.95 | 0.06 | 10.54 |
| Total International Index | FTIHX | Hold | 19.30 | -0.12 | -0.62 | -1.88 | -2.33 | 0.47 | 11.43 |
| Total Market Index | FSKAX | Buy | 205.69 | -1.98 | -0.95 | -1.51 | -0.83 | 5.02 | 10.19 |
| Transportation | FSRFX | Hold | 125.68 | -1.29 | -1.02 | 0.71 | 1.72 | 9.14 | 22.26 |
| Trend | FTRNX | OK to Buy | 215.09 | -2.77 | -1.27 | -4.75 | -7.43 | 2.44 | 9.74 |
| U.S. Bond Index | FXNAX | OK to Buy | 10.37 | 0.00 | 0.01 | 0.07 | -0.50 | -0.60 | 0.22 |
| U.S. Sustainability Index | FITLX | Hold | 33.12 | -0.42 | -1.25 | -1.87 | -1.37 | 5.41 | 8.70 |
| Utilities | FSUTX | Hold | 135.58 | -1.07 | -0.78 | -1.24 | -1.85 | -3.93 | 5.51 |
| Value | FDVLX | Hold | 17.06 | -0.14 | -0.81 | 1.01 | 1.55 | 10.28 | 23.80 |
| Value Discovery | FVDFX | OK to Buy | 44.65 | -0.20 | -0.45 | 1.13 | 2.67 | 8.16 | 15.37 |
| Value Strategies | FSLSX | Hold | 69.99 | -0.55 | -0.78 | 0.94 | 1.45 | 10.64 | 27.63 |
| Water Sustainability | FLOWX | Hold | 19.14 | -0.10 | -0.52 | -0.42 | -0.83 | -2.69 | 3.96 |
| Wireless | FWRLX | OK to Buy | 14.54 | 0.02 | 0.14 | -3.90 | -5.77 | 8.27 | 24.12 |
| Womens Leadership Fund | FWOMX | Hold | 20.96 | -0.18 | -0.85 | -2.33 | -1.96 | 7.12 | 12.91 |
| Worldwide | FWWFX | Hold | 42.15 | -0.36 | -0.85 | -3.64 | -5.98 | 6.14 | 16.12 |
| ZERO Extended Market Index | FZIPX | OK to Buy | 17.83 | -0.10 | -0.56 | -0.56 | -2.09 | 4.76 | 17.85 |
| ZERO International Index | FZILX | OK to Buy | 16.56 | -0.10 | -0.60 | -1.84 | -2.19 | 1.16 | 12.42 |
| ZERO Large Cap Index | FNILX | OK to Buy | 26.69 | -0.27 | -1.00 | -1.59 | -0.60 | 5.16 | 9.39 |
| ZERO Total Market Index | FZROX | OK to Buy | 26.06 | -0.25 | -0.95 | -1.47 | -0.72 | 5.12 | 10.24 |
| Sorted by | Average of All Funds (%) | -0.54 | -1.13 | -1.42 | 2.59 | 9.34 | |||