Fidelity Funds Summary Page

for period ending May 31, 2025

Note: In this Free plan, the table below shows only the 1-month and 1‑year metrics. Click any fund name to view its full multi‑year performance details. Get full access to expertly crafted funds from Vanguard, Fidelity, iShares, and American Funds and unlock the sortable multi‑period tables, and interactive scatterplots.

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Fidelity funds.
Sort any column by clicking the heading in the gray row. Click any Fidelity fund name below for full details.

Maximum Drawdown vs. Annual Return
â—Ź Fidelity Funds: All Funds â—Ź S&P 500 (SPY) â—Ź U.S. Bonds (BND) â—Ź Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
Fidelity Fund Name ID Peer Group Category 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark Benchmark -0.7% 2.5% 5.4% * * * * * * *
S&P 500 SPY Benchmark Benchmark 6.3% 0.9% 13.2% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 3.5% 1.3% 10.0% * * * * * * *
Blue Chip Growth ETF FBCG U.S. Equity Large Cap 10.7% -3.5% 11.7% * * * * * * *
Blue Chip Value ETF FBCV U.S. Equity Large Cap 3.2% 2.2% 7.0% * * * * * * *
Total Bond ETF FBND Fixed Income Intermed Term -0.4% 2.7% 5.9% * * * * * * *
Disruptive Automation ETF FBOT U.S. Equity Sectors 9.3% 1.5% 11.1% * * * * * * *
Wise Origin Bitcoin FBTC Commodity Digital Assets 11.2% 12.0% 54.6% * * * * * * *
Dynamic Buffered Equity ETF FBUF U.S. Equity Large Cap 3.1% -0.3% 9.5% * * * * * * *
Cloud Computing ETF FCLD U.S. Equity Sectors 8.8% -1.4% 19.4% * * * * * * *
MSCI Comm Srvc Index ETF FCOM U.S. Equity Sectors 8.7% 3.2% 20.5% * * * * * * *
Corporate Bond ETF FCOR Fixed Income Intermed Term 0.2% 2.4% 6.2% * * * * * * *
Stocks for Inflation ETF FCPI U.S. Equity Thematic 6.4% 5.0% 14.7% * * * * * * *
Disruptive Communications ETF FDCF U.S. Equity Sectors 7.4% 7.3% 19.8% * * * * * * *
Emerging Mkt Multifactor ETF FDEM Global Equity Regions 3.7% 6.1% 8.4% * * * * * * *
Intl Multifactor ETF FDEV Global Equity Large Cap 3.9% 17.9% 18.1% * * * * * * *
Disruptive Finance ETF FDFF U.S. Equity Sectors 6.4% 1.2% 26.0% * * * * * * *
Digital Health ETF FDHT U.S. Equity Sectors 4.5% 4.6% 10.2% * * * * * * *
Enhanced High Yield ETF FDHY Fixed Income High Yield 2.5% 3.3% 8.6% * * * * * * *
Disruptors ETF FDIF U.S. Equity Thematic 6.6% 1.3% 15.0% * * * * * * *
Crypto Ind. & Digital Pymt ETF FDIG U.S. Equity Sectors 14.1% -9.3% 16.1% * * * * * * *
MSCI Cons Disc Index ETF FDIS U.S. Equity Sectors 9.3% -5.0% 17.9% * * * * * * *
Low Volatility Factor ETF FDLO U.S. Equity Thematic 2.6% 1.2% 11.1% * * * * * * *
Momentum Factor ETF FDMO U.S. Equity Thematic 8.9% 3.6% 18.9% * * * * * * *
Dividend ETF for Rising Rates FDRR U.S. Equity Large Cap 5.8% 0.9% 11.4% * * * * * * *
E. Vehicles & Ftr Transpo ETF FDRV U.S. Equity Sectors 7.9% 4.4% -1.4% * * * * * * *
Disruptive Technology ETF FDTX U.S. Equity Sectors 9.1% 0.3% 14.6% * * * * * * *
High Dividend ETF FDVV U.S. Equity Large Cap 4.7% 1.4% 10.7% * * * * * * *
Women's Leadership ETF FDWM U.S. Equity Thematic 7.4% 0.0% 5.0% * * * * * * *
Enhanced US All-Cap Equity ETF FEAC U.S. Equity Multi Cap 5.9% 0.7%   * * * * * * *
Enhanced Lrg Cap Core ETF FELC U.S. Equity Large Cap 6.3% 0.3% 12.8% * * * * * * *
Enhanced Lrg Cap Growth ETF FELG U.S. Equity Large Cap 8.9% -1.3% 16.1% * * * * * * *
Enhanced Lrg Cap Value ETF FELV U.S. Equity Large Cap 3.3% 1.7% 9.2% * * * * * * *
Enhanced Emerging Mkt ETF FEMR Global Equity Regions 4.9% 9.7%   * * * * * * *
Enhanced Intl ETF FENI Global Equity Large Cap 5.4% 19.1% 14.6% * * * * * * *
MSCI Energy Index ETF FENY U.S. Equity Sectors 1.9% -4.9% -9.6% * * * * * * *
Enhanced Small Cap ETF FESM U.S. Equity Small Cap 6.1% -5.5% 5.2% * * * * * * *
Ethereum Fund FETH Commodity Digital Assets 44.2% -23.0%   * * * * * * *
Developed Int. ETF FFDI Global Equity Large Cap 5.1% 19.5%   * * * * * * *
Emerging Mkt ETF FFEM Global Equity Regions 4.1% 9.5%   * * * * * * *
Global ex-U.S. ETF FFGX Global Equity Large Cap 5.0% 14.7%   * * * * * * *
Large Cap Core ETF FFLC U.S. Equity Large Cap 7.4% 1.1% 10.2% * * * * * * *
Large Cap Growth ETF FFLG U.S. Equity Large Cap 10.2% -1.7% 10.4% * * * * * * *
Large Cap Value ETF FFLV U.S. Equity Large Cap 2.6% 1.0% 5.1% * * * * * * *
Small-Mid Cap ETF FFSM U.S. Equity Small-Mid Cap 6.2% -2.5% 2.0% * * * * * * *
Hedged Equity ETF FHEQ U.S. Equity Thematic 4.7% 1.0% 11.2% * * * * * * *
MSCI Health Care Index ETF FHLC U.S. Equity Sectors -4.7% -3.6% -5.7% * * * * * * *
Intl High Dividend ETF FIDI Global Equity Large Cap 3.5% 20.7% 13.7% * * * * * * *
MSCI Industrials Index ETF FIDU U.S. Equity Sectors 8.7% 6.6% 14.1% * * * * * * *
Investment Grd Bond ETF FIGB Fixed Income Intermed Term -0.7% 2.1% 5.3% * * * * * * *
Intl Value Factor ETF FIVA Global Equity Large Cap 5.0% 20.6% 13.7% * * * * * * *
Low Duration Bond ETF FLDB Fixed Income Short Term 0.3% 1.8% 4.8% * * * * * * *
Low Duration Bond Factor ETF FLDR Fixed Income Short Term 0.5% 2.1% 5.4% * * * * * * *
U.S. Multifactor ETF FLRG U.S. Equity Thematic 5.9% 3.6% 15.5% * * * * * * *
Limited Term Bond ETF FLTB Fixed Income Short Term 0.0% 2.8% 6.9% * * * * * * *
Magellan ETF FMAG U.S. Equity Large Cap 9.2% 5.4% 16.1% * * * * * * *
MSCI Materials Index ETF FMAT U.S. Equity Sectors 2.8% 1.9% -3.9% * * * * * * *
Enhanced Mid Cap ETF FMDE U.S. Equity Mid Cap 5.5% 1.4% 13.2% * * * * * * *
Disruptive Medicine ETF FMED U.S. Equity Sectors -2.2% -5.1% -0.1% * * * * * * *
Metaverse ETF FMET U.S. Equity Sectors 9.1% 3.0% 5.9% * * * * * * *
MSCI Financials Index ETF FNCL U.S. Equity Sectors 5.2% 4.6% 24.2% * * * * * * *
Preferred Sec & Inc ETF FPFD U.S. Equity Thematic 1.3% 0.8% 4.3% * * * * * * *
Real Estate Investment ETF FPRO U.S. Equity Sectors 0.8% 2.6% 14.0% * * * * * * *
Quality Factor ETF FQAL U.S. Equity Thematic 5.7% 3.1% 15.3% * * * * * * *
MSCI Real Estate Index ETF FREL U.S. Equity Sectors 1.1% 1.1% 11.8% * * * * * * *
Clean Energy ETF FRNW U.S. Equity Sectors 10.9% 8.6% -11.0% * * * * * * *
Sustainable Core Plus Bond ETF FSBD Fixed Income Intermed Term -0.7% 1.8% 5.8% * * * * * * *
Investment Grd Securitized ETF FSEC Fixed Income Intermed Term -0.9% 2.6% 6.7% * * * * * * *
Sustainable Low Dur Bond ETF FSLD Fixed Income Short Term 0.3% 1.3% 4.7% * * * * * * *
Small-Mid Multifactor ETF FSMD U.S. Equity Small-Mid Cap 5.2% -1.4% 7.1% * * * * * * *
Sustainable U.S. Equity ETF FSST U.S. Equity Thematic 6.7% -2.5% 6.1% * * * * * * *
MSCI Consumer Staples Indx ETF FSTA U.S. Equity Sectors 1.7% 6.7% 11.6% * * * * * * *
Sustainable High Yield ETF FSYD Fixed Income High Yield 1.4% 2.2% 8.5% * * * * * * *
Tactical Bond ETF FTBD Fixed Income Multisector -0.2% 2.9% 5.5% * * * * * * *
MSCI IT Index ETF FTEC U.S. Equity Sectors 10.4% -2.3% 14.3% * * * * * * *
MSCI Utilities Index ETF FUTY U.S. Equity Sectors 3.7% 9.1% 16.1% * * * * * * *
Value Factor ETF FVAL U.S. Equity Thematic 5.4% 0.0% 10.3% * * * * * * *
Yield Enhanced Equity ETF FYEE U.S. Equity Thematic 3.7% -1.2% 10.7% * * * * * * *
Nasdaq Composite Index ETF ONEQ U.S. Equity Large Cap 9.6% -1.0% 14.9% * * * * * * *
Strategic Income FADMX Fixed Income Multisector 1.1% 2.3% 6.7% * * * * * * *
Capital & Income FAGIX Fixed Income High Yield 3.0% 2.2% 7.3% * * * * * * *
Asset Manager 85% FAMRX Asset Allocation Target Risk 5.2% 4.4% 10.2% * * * * * * *
Sustainable Low Duration Bond FAPGX Fixed Income Short Term 0.3% 1.8% 3.3% * * * * * * *
Healthy Future FAPHX Global Equity Thematic 3.4% -2.0% 2.1% * * * * * * *
Risk Parity Fund FAPSX Asset Allocation Target Risk 1.9% 5.8% 10.0% * * * * * * *
Agricultural Productivity FARMX U.S. Equity Sectors 6.6% 11.3% 6.7% * * * * * * *
Asset Manager 70% FASGX Asset Allocation Target Risk 4.3% 3.9% 9.3% * * * * * * *
Asset Manager 20% FASIX Asset Allocation Target Risk 1.1% 2.5% 6.3% * * * * * * *
Asset Manager 50% FASMX Asset Allocation Target Risk 2.9% 3.4% 8.1% * * * * * * *
Tactical Bond Fund FBAGX Fixed Income Multisector -0.4% 2.5% 4.8% * * * * * * *
Balanced Fund FBALX Asset Allocation Balanced 4.2% 1.1% 7.5% * * * * * * *
Blue Chip Value FBCVX U.S. Equity Large Cap 1.1% -0.7% -4.5% * * * * * * *
Blue Chip Growth FBGRX U.S. Equity Large Cap 10.2% -3.6% 11.2% * * * * * * *
Intl Bond Index FBIIX Fixed Income International 0.1% 1.3% 4.9% * * * * * * *
Select Biotechnology FBIOX U.S. Equity Sectors -4.9% -7.0% -4.5% * * * * * * *
Investment Grd Bond FBNDX Fixed Income Intermed Term -0.6% 2.8% 5.3% * * * * * * *
Select Enter Tech Srvc FBSOX U.S. Equity Sectors 5.0% 4.2% 12.8% * * * * * * *
Fidelity Climate Action FCAEX U.S. Equity Thematic 8.4% -0.7% 5.8% * * * * * * *
Corporate Bond FCBFX Fixed Income Intermed Term -0.0% 2.3% 5.0% * * * * * * *
Contrafund FCNTX U.S. Equity Large Cap 8.3% 4.7% 18.4% * * * * * * *
Conservative Income Bond FCNVX Fixed Income Short Term 0.4% 1.9% 5.2% * * * * * * *
Small-Cap Growth FCPGX U.S. Equity Small Cap 5.9% -6.3% 1.0% * * * * * * *
Small-Cap Value FCPVX U.S. Equity Small Cap 4.2% -6.4% -1.1% * * * * * * *
CA Limit Term Tax-F Bond FCSTX Fixed Income Tax Exempt 0.7% 1.2% 3.9% * * * * * * *
CA Municipal Income FCTFX Fixed Income Tax Exempt -0.2% -1.2% 1.7% * * * * * * *
Select Industrials FCYIX U.S. Equity Sectors 11.1% 11.0% 15.5% * * * * * * *
Capital Appreciation FDCAX U.S. Equity Large Cap 7.5% 1.4% -5.4% * * * * * * *
Select Tech Hardware FDCPX U.S. Equity Sectors 5.7% 3.4% 8.1% * * * * * * *
Growth Strategies FDEGX U.S. Equity Mid Cap 10.9% 7.3% 13.1% * * * * * * *
Disciplined Equity FDEQX U.S. Equity Thematic 8.5% 0.9% 0.8% * * * * * * *
Select Consumer Staples FDFAX U.S. Equity Sectors -0.1% 0.3% -4.4% * * * * * * *
Dividend Growth FDGFX U.S. Equity Large Cap 8.2% 2.3% 7.9% * * * * * * *
Growth Company FDGRX U.S. Equity Large Cap 10.0% -3.1% 3.4% * * * * * * *
Diversified Intl FDIVX Global Equity Large Cap 5.1% 15.2% 8.4% * * * * * * *
Select Leisure FDLSX U.S. Equity Sectors 7.1% 1.8% 11.5% * * * * * * *
MA Municipal Income FDMMX Fixed Income Tax Exempt -0.1% -0.8% 1.7% * * * * * * *
Stock Selector Small-Cap FDSCX U.S. Equity Small Cap 4.4% -6.3% -4.0% * * * * * * *
Stock Selector All Cap FDSSX U.S. Equity Multi Cap 6.8% -0.8% 10.1% * * * * * * *
Growth Discovery FDSVX U.S. Equity Large Cap 8.7% 0.1% 7.7% * * * * * * *
Value Fund FDVLX U.S. Equity Mid Cap 5.0% -4.6% -16.3% * * * * * * *
Small Cap Growth Index FECGX U.S. Equity Small Cap 6.4% -6.0% 3.0% * * * * * * *
Emerging Mkt Discovery FEDDX Global Equity Regions 6.3% 11.4% 3.5% * * * * * * *
Emerging Mkt FEMKX Global Equity Regions 5.3% 3.3% 3.7% * * * * * * *
Enduring Opportunities FEOPX Global Equity Large Cap 5.9% 4.0% 9.6% * * * * * * *
Hedged Equity FEQHX U.S. Equity Thematic 5.0% 1.4% 11.4% * * * * * * *
Equity-Income FEQIX U.S. Equity Large Cap 3.7% 5.0% 5.8% * * * * * * *
Equity Dividend Income FEQTX U.S. Equity Large Cap 2.7% 6.0% 4.8% * * * * * * *
Asset Manager 40% FFANX Asset Allocation Target Risk 2.3% 3.1% 7.5% * * * * * * *
Environmental Bond FFEBX Fixed Income Intermed Term -0.7% 2.5% 5.4% * * * * * * *
Freedom Income FFFAX Asset Allocation Target Date 0.9% 3.9% 7.0% * * * * * * *
Global Commodity Stock FFGCX U.S. Equity Sectors 4.2% 4.2% -5.9% * * * * * * *
Fidelity Fund FFIDX U.S. Equity Large Cap 7.8% -0.1% 9.2% * * * * * * *
Multi-Asset Index FFNOX Asset Allocation Target Risk 4.7% 5.4% 11.7% * * * * * * *
Floating Rate High Income FFRHX Fixed Income Short Term 1.8% 2.0% 6.0% * * * * * * *
Limited Term Government FFXSX Fixed Income Short Term -0.3% 2.6% 5.4% * * * * * * *
Global Credit FGBFX Fixed Income International -0.1% 2.7% 7.8% * * * * * * *
Global Equity Income FGILX Global Equity Large Cap 5.3% 11.7% 16.4% * * * * * * *
GNMA Fund FGMNX Fixed Income Mortg Backed -0.8% 2.6% 5.1% * * * * * * *
Government Income FGOVX Fixed Income Intermed Term -1.0% 2.4% 4.3% * * * * * * *
Growth & Income FGRIX U.S. Equity Large Cap 6.5% 5.9% 12.5% * * * * * * *
Mega-Cap Stock FGRTX U.S. Equity Large Cap 8.4% 5.4% 14.4% * * * * * * *
Freedom Blend Income FHBZX Asset Allocation Target Date 0.7% 3.6% 6.7% * * * * * * *
Focused High Income FHIFX Fixed Income High Yield 1.3% 2.7% 6.8% * * * * * * *
Municipal Income FHIGX Fixed Income Tax Exempt -0.2% -1.4% 1.4% * * * * * * *
China Region FHKCX Global Equity Regions 5.3% 5.5% 14.4% * * * * * * *
Health Savings Fund FHLSX Asset Allocation Target Risk 2.1% 3.6% 8.3% * * * * * * *
Health Savings Index FHSNX Asset Allocation Target Risk 1.8% 4.0% 8.9% * * * * * * *
Sustainable Core Plus Bond FIAEX Fixed Income Intermed Term -0.5% 2.5% 5.6% * * * * * * *
Canada FICDX Global Equity Regions 5.8% 13.4% 10.2% * * * * * * *
CT Municipal Income FICNX Fixed Income Tax Exempt 0.2% -0.1% 2.8% * * * * * * *
Select Financials FIDSX U.S. Equity Sectors 6.4% 3.2% 18.6% * * * * * * *
Europe FIEUX Global Equity Regions 5.9% 23.5% 13.7% * * * * * * *
Founders Fund FIFNX U.S. Equity Large Cap 8.7% 1.5% 14.9% * * * * * * *
Intl Growth FIGFX Global Equity Large Cap 4.6% 9.8% 6.6% * * * * * * *
Intl Discovery FIGRX Global Equity Large Cap 5.8% 15.1% 10.5% * * * * * * *
Freedom Index Income Investor FIKFX Asset Allocation Target Date 0.7% 3.1% 7.0% * * * * * * *
MN Municipal Income FIMIX Fixed Income Tax Exempt 0.1% -0.7% 2.0% * * * * * * *
Municipal Income 2025 FIMSX Fixed Income Tax Exempt 0.3% 1.2% 3.5% * * * * * * *
Mid Cap Value Index FIMVX U.S. Equity Mid Cap 4.4% -0.4% 5.0% * * * * * * *
Infl-Protected Bond Index FIPDX Fixed Income Infl Protected -0.5% 3.7% 3.9% * * * * * * *
Intl Real Estate FIREX Global Equity Sectors 3.7% 13.8% 5.8% * * * * * * *
Managed Retirement Income FIRMX Asset Allocation Target Risk 0.8% 3.6% 6.8% * * * * * * *
Intl Small Cap FISMX Global Equity Small Cap 5.1% 14.9% 7.1% * * * * * * *
Small Cap Value Index FISVX U.S. Equity Small Cap 4.2% -7.7% -2.0% * * * * * * *
US Sustainability Index FITLX U.S. Equity Thematic 8.0% 1.0% 10.3% * * * * * * *
Telecom & Utilities FIUIX U.S. Equity Sectors 0.9% 5.9% 12.3% * * * * * * *
Int Capital Appreciation FIVFX Global Equity Large Cap 6.6% 14.3% 10.8% * * * * * * *
Intl Value FIVLX Global Equity Large Cap 5.4% 24.2% 15.2% * * * * * * *
Japan FJPNX Global Equity Regions 6.9% 12.8% 12.5% * * * * * * *
Limited Term Bond FJRLX Fixed Income Short Term 0.2% 2.8% 6.5% * * * * * * *
Japan Smaller Companies FJSCX Global Equity Regions 5.7% 13.3% 13.6% * * * * * * *
Lrg Cap Value Index FLCOX U.S. Equity Large Cap 3.5% 2.5% 7.2% * * * * * * *
Lrg-Cap Stock FLCSX U.S. Equity Large Cap 8.6% 9.5% 18.6% * * * * * * *
Water Sustainability FLOWX U.S. Equity Sectors 4.4% 10.0% 7.0% * * * * * * *
Low-Priced Stock FLPSX U.S. Equity Mid Cap 5.4% 2.8% 1.3% * * * * * * *
Intermediate Municipal Income FLTMX Fixed Income Tax Exempt 0.2% 2.2% 5.1% * * * * * * *
Leveraged Company Stock FLVCX U.S. Equity Thematic 11.4% 0.9% 7.5% * * * * * * *
Magellan Fund FMAGX U.S. Equity Large Cap 8.8% 5.2% 15.6% * * * * * * *
Mid-Cap Stock FMCSX U.S. Equity Mid Cap 5.6% -1.0% 2.9% * * * * * * *
Mid Cap Growth Index FMDGX U.S. Equity Mid Cap 9.6% 5.1% 22.8% * * * * * * *
MI Municipal Income FMHTX Fixed Income Tax Exempt -0.1% -0.9% 2.1% * * * * * * *
New Millennium FMILX U.S. Equity Large Cap 7.3% 0.9% 7.8% * * * * * * *
Conservative Inc Muni Bond FMNDX Fixed Income Tax Exempt 0.3% 1.3% 3.3% * * * * * * *
Multi-Asset Income FMSDX Asset Allocation Target Risk 3.4% 1.6% 5.6% * * * * * * *
Mortgage Securities FMSFX Fixed Income Mortg Backed -0.9% 2.4% 5.0% * * * * * * *
Natural Resources FNARX U.S. Equity Sectors 5.0% 6.5% -7.4% * * * * * * *
Long-Term Treas Bond Index FNBGX Fixed Income Long Term -2.8% 0.7% 0.6% * * * * * * *
Nasdaq Composite Index FNCMX U.S. Equity Large Cap 9.7% 3.8% 19.5% * * * * * * *
Sustainability Bond Index FNDSX Fixed Income Intermed Term -0.7% 2.5% 5.4% * * * * * * *
Intl Sustainability Index FNIDX Global Equity Thematic 4.5% 12.6% 9.4% * * * * * * *
ZERO Lrg Cap Index FNILX U.S. Equity Large Cap 6.5% 1.1% 12.9% * * * * * * *
NJ Municipal Income FNJHX Fixed Income Tax Exempt 0.0% -0.9% 2.3% * * * * * * *
New Mkt Income FNMIX Fixed Income International 1.3% 2.7% 6.1% * * * * * * *
Nordic FNORX Global Equity Regions 4.8% 17.2% -5.9% * * * * * * *
Short-Term Bond Index FNSOX Fixed Income Short Term -0.3% 2.6% 5.3% * * * * * * *
Infrastructure FNSTX U.S. Equity Sectors 2.0% 9.2% 18.2% * * * * * * *
OTC Portfolio FOCPX U.S. Equity Small Cap 7.7% -8.7% 2.0% * * * * * * *
OH Municipal Income FOHFX Fixed Income Tax Exempt 0.1% -0.9% 2.1% * * * * * * *
Overseas Fund FOSFX Global Equity Large Cap 5.1% 19.9% 15.2% * * * * * * *
Emerging Mkt Index FPADX Global Equity Regions 4.1% 8.7% 9.0% * * * * * * *
Pacific Basin FPBFX Global Equity Regions 5.5% 10.2% 11.2% * * * * * * *
Select Pharmaceuticals FPHAX U.S. Equity Sectors -3.5% -1.6% -13.0% * * * * * * *
Puritan Fund FPURX Asset Allocation Balanced 4.0% -0.5% 5.1% * * * * * * *
PA Municipal Income FPXTX Fixed Income Tax Exempt -0.2% -1.2% 2.0% * * * * * * *
Real Estate Investment FRESX U.S. Equity Sectors 0.8% 2.5% 10.3% * * * * * * *
Real Estate Income FRIFX U.S. Equity Sectors 0.5% 2.6% 7.6% * * * * * * *
Select Gold FSAGX U.S. Equity Sectors 2.7% 50.4% 46.9% * * * * * * *
Short Duration High Income FSAHX Fixed Income Short Term 1.3% 1.8% 6.0% * * * * * * *
Asset Manager 60% FSANX Asset Allocation Target Risk 3.5% 3.7% 8.7% * * * * * * *
Select Automotive FSAVX U.S. Equity Sectors 6.0% 4.3% 12.5% * * * * * * *
AZ Municipal Income FSAZX Fixed Income Tax Exempt -0.2% -1.3% 1.7% * * * * * * *
Select Chemicals FSCHX U.S. Equity Sectors 1.4% -4.3% -15.1% * * * * * * *
Int Small Cap Opp FSCOX Global Equity Small Cap 5.5% 14.4% 9.4% * * * * * * *
Select Consumer Disc FSCPX U.S. Equity Sectors 8.9% -6.5% 6.6% * * * * * * *
Small-Cap Discovery FSCRX U.S. Equity Small Cap 4.6% -3.9% -8.8% * * * * * * *
Select Soft & IT Services FSCSX U.S. Equity Sectors 10.8% 1.1% 9.2% * * * * * * *
Select Def & Aero FSDAX U.S. Equity Sectors 12.8% 25.2% 27.3% * * * * * * *
Strategic Dividend & Income FSDIX Asset Allocation Target Risk 2.6% 2.6% 5.1% * * * * * * *
Select Materials FSDPX U.S. Equity Sectors 3.5% 4.3% -13.6% * * * * * * *
Emerging Asia FSEAX Global Equity Regions 4.7% 7.7% 21.6% * * * * * * *
Sustainable U.S. Equity FSEBX U.S. Equity Thematic 7.6% -2.0% 5.5% * * * * * * *
Select Semiconductors FSELX U.S. Equity Sectors 16.4% 4.0% 4.7% * * * * * * *
Select Energy FSENX U.S. Equity Sectors 4.0% -4.0% -14.4% * * * * * * *
Global ex US Index FSGGX Global Equity Large Cap 4.6% 14.6% 10.3% * * * * * * *
Short-Term Bond FSHBX Fixed Income Short Term 0.0% 2.4% 5.6% * * * * * * *
Select Health Care Srvc FSHCX U.S. Equity Sectors -7.2% 0.7% -18.8% * * * * * * *
Select Constr & Housing FSHOX U.S. Equity Sectors 3.7% -2.1% 1.9% * * * * * * *
Sustainable Inter Muni Inc FSIKX Fixed Income Tax Exempt 0.3% 0.1% 3.5% * * * * * * *
Total Mkt Index FSKAX U.S. Equity Multi Cap 6.4% 0.5% 11.9% * * * * * * *
Select Brokerage & Inv Mgmt FSLBX U.S. Equity Sectors 7.8% -0.6% 24.0% * * * * * * *
Small-Cap Stock FSLCX U.S. Equity Small Cap 5.6% -0.8% 3.6% * * * * * * *
Env & Alt Energy FSLEX U.S. Equity Sectors 11.0% 2.7% 11.7% * * * * * * *
Value Strategies FSLSX U.S. Equity Mid Cap 4.8% -7.6% -14.5% * * * * * * *
Stock Sel Lrg-Cap Value FSLVX U.S. Equity Large Cap 4.3% 2.6% 2.5% * * * * * * *
Extended Mkt Index FSMAX U.S. Equity Small-Mid Cap 7.2% -0.9% 11.6% * * * * * * *
Select Med Tech & Devices FSMEX U.S. Equity Sectors 1.4% -1.7% -2.5% * * * * * * *
Mid-Cap Value FSMVX U.S. Equity Small-Mid Cap 5.5% -2.9% -7.0% * * * * * * *
Select Insurance FSPCX U.S. Equity Sectors 4.5% 7.7% 12.1% * * * * * * *
Lrg Cap Growth Index FSPGX U.S. Equity Large Cap 8.9% -0.2% 17.2% * * * * * * *
Select Health Care FSPHX U.S. Equity Sectors -4.0% -6.1% -9.6% * * * * * * *
Intl Index Fund FSPSX Global Equity Large Cap 4.7% 17.7% 10.0% * * * * * * *
Select Technology FSPTX U.S. Equity Sectors 11.4% 4.4% 16.7% * * * * * * *
Select Banking FSRBX U.S. Equity Sectors 6.1% -3.4% 14.1% * * * * * * *
Select Transportation FSRFX U.S. Equity Sectors 8.0% -2.3% -4.4% * * * * * * *
Real Estate Index FSRNX U.S. Equity Sectors 1.1% 1.1% 10.0% * * * * * * *
Select Retailing FSRPX U.S. Equity Sectors 4.6% -4.0% 1.9% * * * * * * *
Strategic Real Return FSRRX Asset Allocation Target Risk 0.9% 2.5% 3.0% * * * * * * *
Stock Selector Mid-Cap FSSMX U.S. Equity Mid Cap 5.6% -1.0% 1.0% * * * * * * *
Small Cap Index FSSNX U.S. Equity Small Cap 5.3% -6.8% 0.5% * * * * * * *
Select Telecomm FSTCX U.S. Equity Sectors 0.3% 4.7% 23.4% * * * * * * *
Limited Term Muni Inc FSTFX Fixed Income Tax Exempt 0.7% 1.4% 4.1% * * * * * * *
Intermediate Gov Inc FSTGX Fixed Income Intermed Term -0.6% 2.8% 5.4% * * * * * * *
Sustainable T Date Inc FSUDX Asset Allocation Target Date 0.7% 3.5% 6.4% * * * * * * *
Select Utilities FSUTX U.S. Equity Sectors 2.0% 4.4% 9.7% * * * * * * *
Select FinTech FSVLX U.S. Equity Sectors 7.5% 1.2% 24.3% * * * * * * *
Sustainable Emrg Mkt Equity FSYJX Global Equity Regions 5.0% 11.3% 11.2% * * * * * * *
Sustainable Int Equity FSYRX Global Equity Regions 4.9% 12.0% 7.5% * * * * * * *
Tax-Free Bond FTABX Fixed Income Tax Exempt -0.2% -1.2% 2.1% * * * * * * *
Asset Manager 30% FTANX Asset Allocation Target Risk 1.6% 2.8% 7.0% * * * * * * *
Total Bond Fund FTBFX Fixed Income Intermed Term -0.3% 2.6% 5.5% * * * * * * *
NY Municipal Income FTFMX Fixed Income Tax Exempt -0.3% -2.9% 0.1% * * * * * * *
Intermediate Bond FTHRX Fixed Income Intermed Term -0.3% 3.0% 6.1% * * * * * * *
Total Intl Equity FTIEX Global Equity Large Cap 4.8% 14.5% 11.2% * * * * * * *
Total Intl Index FTIHX Global Equity Multi Cap 4.8% 16.3% 11.9% * * * * * * *
Focused Stock FTQGX U.S. Equity Large Cap 7.8% -7.1% -8.4% * * * * * * *
Trend Fund FTRNX U.S. Equity Large Cap 12.0% -0.0% 2.6% * * * * * * *
Intermediate Treas Bond Index FUAMX Fixed Income Intermed Term -1.0% 3.8% 5.7% * * * * * * *
US Low Volatility Equity FULVX U.S. Equity Thematic 1.8% 4.5% 8.5% * * * * * * *
Short-Term Treas Bond Index FUMBX Fixed Income Short Term -0.4% 2.7% 5.1% * * * * * * *
Value Discovery FVDFX U.S. Equity Large Cap 3.1% 2.8% 4.9% * * * * * * *
Women’s Leadership FWOMX U.S. Equity Thematic 7.2% -0.5% 2.7% * * * * * * *
Select Wireless FWRLX U.S. Equity Sectors -0.6% -1.1% 2.2% * * * * * * *
Worldwide Fund FWWFX Global Equity Large Cap 7.0% -1.6% -8.6% * * * * * * *
500 Index Fund FXAIX U.S. Equity Large Cap 6.3% 1.1% 13.1% * * * * * * *
US Bond Index FXNAX Fixed Income Intermed Term -0.7% 2.4% 5.2% * * * * * * *
Sustainable Multi-Asset FYMRX U.S. Equity Thematic 4.5% 4.6% 8.8% * * * * * * *
ZERO Intl Index FZILX Global Equity Large Cap 4.8% 14.8% 10.5% * * * * * * *
ZERO Extended Mkt Index FZIPX U.S. Equity Small-Mid Cap 5.7% -3.6% 3.3% * * * * * * *
ZERO Total Mkt Index FZROX U.S. Equity Multi Cap 6.4% 0.6% 11.8% * * * * * * *
MD Municipal Income SMDMX Fixed Income Tax Exempt -0.1% -0.7% 2.7% * * * * * * *
High Income SPHIX Fixed Income High Yield 1.6% 2.3% 8.0% * * * * * * *