MUTUAL FUND Investor Guide THE Investor Guide TO FIDELITY ...

DECEMBER 2021

MUTUAL FUND Investor Guide

THE Investor Guide TO FIDELITY FUNDS



Matthew D. Sauer

Founder & Chief Investment Officer

Matthew Sauer is the Founder and Chief Investment Officer of the Mutual Fund Investor Guide family of newsletters. Each month he analyzes and provides buy, sell and hold recommendations for hundreds of mutual funds and ETFs in three newsletters: The Investor Guide to Fidelity Funds, The ETF Investor Guide and The Investor Guide to Vanguard Funds.

Matthew is also the Founder and Chief Investment Officer of MDS Wealth Advisors, a Registered Investment Advisor that provides personalized investment solutions.

IN THIS ISSUE

1 Market Perspective:

Economy Remains Strong Despite Rising Inflation

2 Portfolio Updates

3 Model Portfolios

5 Data & Rankings

11 Fund Spotlight:

Fidelity Financial Sector Options

Market Perspective: Economy

Remains Strong Despite Rising

Inflation

Equities dipped in November after the Federal Reserve began its tapering of quantitative easing. The Nasdaq was the strongest index as investors continued buying mega-cap stocks such as Apple (AAPL). The U.S. dollar strengthened with high energy prices hitting Europe, Japan and China harder because they import oil and natural gas. Economic data showed the U.S. economy on a strong footing. Inflation concerns were still the top reason why consumers curtailed their optimism, but they also were reflective of the economy's reopening and strong demand for goods and services.

Speculators currently put the odds of three rate hikes next year at 50 percent. Those numbers fluctuate as new information emerges. If the correction continues, those odds will likely fall. Still, inflation data will support hawkish policy from the Fed into early 2022 unless commodity prices tumble.

The price of crude oil fell nearly to important support levels. The near-term level to watch for entering energy long positions is the $60 level on crude oil. If that holds, inflation is probably much stronger than most realize and higher prices are on the way. If prices fall below that, there may be a correction similar to the ones started in 2014 and 2018, both times when the Fed was tightening policy. In that case, a move to the $40 area could unfold over the next several months.

Many speculators believed higher inflation was good for stocks. Some also seemed assured that the Federal Reserve would ease policy in the face of financial market volatility. Certainly, one can blame Chairman Powell for giving them that idea with a very dovish-sounding press conference in early November. Since then, the Federal Reserve chairman has signaled more hawkish policy even as stocks and oil dipped in late November. Stocks favored by aggressive speculators, and those tech and growth stocks popularized by funds such as the ARK Innovation ETF (ARKK) have felt the most downward pressure.

Since inflation is out of the bottle, so to speak, the Fed will not shift back to dovishness the way it did

in late 2018 or even in March 2020, because reversing policy before inflation is tamed risks igniting a far larger conflagration. However, the bond market is already starting to push long-term yields lower, indicating investors are looking ahead to when the Fed eventually steps in.

In contrast to the stock market, economic data has been improving. November's employment report was much better than it looked on the surface. The headline said it was a miss, but that was caused by the BLS' use of statistical adjustments. Investors may remember huge upward +-revisions of summer jobs numbers in September. The BLS removes temporary jobs from its reported figure to make months comparable to one another. The COVID-19 pandemic has skewed the reliability of statistical adjustments, which have not been fully accurate this year. Every November, many stores hire additional workers for Christmas. The BLS adjusts for this fact and deducts those temporary hires from the survey using a statistical formula. The formula can't differentiate between temporary holiday jobs and broad business reopening. It sees a surge in jobs and chalks it up to seasonal hiring. Analysts who dig into the data believe the actual job gain last month was in line with estimates of 510,000 net new jobs. That indicates a healthy economy quickly making its way back to full employment. The unemployment rate was more reflective of this reality: At 4.2 percent, it handily beat the consensus forecast of 4.5 percent. Average hourly earnings increased 0.3 percent, missing the consensus by 0.1 percentage points.

The Atlanta Federal Reserve estimates growth will be 9.7 percent for the current quarter. The projection is significantly higher than the blue-chip consensus of 5 percent growth. Importantly, the economy was reopened last year at this time, so this isn't catch-up growth. Supply-chain disruptions are also ongoing. The likely explanation, if the Atlanta Fed is right, is a mix of strong employment and reopening, plus higher inflation that hasn't been detected in its model yet. Whenever an inflationary cycle begins, the market initially interprets rising numbers as growth instead of inflation. The Fed can see government-collected economic data before it is formatted for public reporting, and we suspect the Fed's sudden hawkish

(continued on page 2)

1

THE Investor Guide TO FIDELITY FUNDS

Market Perspective: Economy Remains Strong Despite Rising Inflation (continued)

turn may be data related.

As long as the Fed remains hawkish and inflation is rising, energy and financials should outperform. That's a bit of a tautology with energy, because crude oil is highly correlated with the CPI. If crude starts falling, that will show up as soon as the next CPI report. Financials benefit from higher interest rates, and market rates will track inflation. As interest rates rise, the value of future dollars declines. Companies that aren't expected to earn a profit for several years are less valuable in these conditions. For commodity producers and banks, higher commodity prices and interest rates immediately boost their earnings.

The omicron variant caused confusion in the market at the very end of November. Little is known about the strain, but thus far it is only causing mild cases. Many governments are imposing new rounds of lockdowns. This will disrupt supply chains, leading to higher

prices, and will place more pressure on central banks. The competitive advantage of the U.S. is also increasing, particularly with the majority of the country already having lifted pandemic rules. This will support the U.S. dollar and make U.S. assets more attractive relative to those of other developed markets.

Capital gain distribution season is upon us again. Many mutual funds will pay out large distributions because stocks have been rising uninterrupted for nearly 18 months. Recent volatility also forced some funds to sell positions. As a result, many funds will pay substantial amounts. For investors in tax-deferred accounts, this is a nonevent because it is not taxable. For those in taxable accounts, they are responsible for the capital gain even if they buy at any point before the distribution is made. The widely held Contrafund (FCNTX) will pay 8 percent. Capital Appreciation (FDCAX) will distribute 14 percent of its NAV, Growth Company (FDGRX) 9

percent and Select Health Care (FSPHX) 5 percent. These are only a sampling of funds. Investors can check Fidelity's website for estimated payouts. For those in taxable accounts, it makes sense to wait until after the distribution to purchase shares.

Several funds consolidated last month. Fidelity Select Air Transportation (FSAIX) was folded into Select Transportation (FSRFX). Select Communications Equipment (FSDCX) merged into Select Computers (FSCPX). Select Natural Gas (FSNGX) and Select Energy Services (FSESX) combined with Select Energy (FSENX). Additionally, Select Computers was renamed "Tech Hardware". Consumer Finance was renamed "FinTech" and is shifting away from traditional finance such as consumer credit toward blockchain, cryptocurrency and other emerging markets created by the expansion of information technology.

Portfolio Updates

The Nasdaq increased 0.25 percent in November. The S&P 500 Index declined 0.83 percent, the MSCI EAFE 3.36 percent, the Dow Jones Industrial Average 3.73 percent and the Russell 2000 Index 4.28 percent.

The S&P 500 Index has increased 21.59 percent in 2021, the Nasdaq 20.56 percent, the Dow Jones Industrial Average 12.67 percent, the Russell 2000 Index 11.35 percent and the MSCI EAFE 5.10 percent.

We made one change to the Model Portfolios this month. In the NTF Balanced Growth Portfolio, we sold Fidelity New Millennium (FMILX) and purchased Fidelity Stocks for Inflation ETF (FCPI) with the proceeds.

The Fidelity Select Sector Portfolio decreased 4.67 percent last month. The portfolio has risen 13.09 percent this year. Technology (FSPTX) added 0.49 percent. Energy (FSENX) fell 5.96 percent.

The Fidelity Straight Growth Portfolio slipped 2.66 percent last month. It has increased 17.64 percent this year. Contrafund (FCNTX) lost 0.10 percent. Low Volatility

(FDLO) decreased 1.96 percent.

The Fidelity Balanced Growth Portfolio decreased 1.06 percent in November. Fidelity Fund (FFIDX) returned 0.31 percent. Contrafund (FCNTX) slid 0.10 percent. The portfolio is up 16.74 percent this year.

The Fidelity Global Portfolio returned negative 2.79 percent last month. The portfolio has advanced 12.20 percent in 2021. Worldwide (FWWFX) contracted 1.52 percent. Global Equity Income (FGILX) fell 2.12 percent.

The Fidelity Conservative Income Portfolio decreased 1.77 percent in November. The portfolio has risen 6.64 percent this year. Limited Term Municipal Bond (FSTFX) gained 0.14 percent. Floating Rate High Income (FFRHX) slipped 0.49 percent.

The Diversified Sector Portfolio decreased 4.23 percent last month. The portfolio has grown 12.41 percent in 2021. Fidelity Select Technology (FSPTX) returned 0.49 percent. Fidelity MSCI Industrials (FIDU) retreated 3.17 percent.

The NTF Straight Growth Portfolio gave back 2.42 percent last month. It is up 17.56

percent this year. Parnassus Core Equity (PRBLX) gained 0.43 percent. FAM Value (FAMVX) fell 1.41 percent.

The NTF Balanced Growth Portfolio shrank 2.64 percent last month. The portfolio has increased 11.21 percent in 2021. Thompson Bond (THOPX) gained 0.18 percent. Floating Rate High Income (FFRHX) slid 0.49 percent.

The Tax Advantage Portfolio decreased 1.43 percent in November. The portfolio is up 14.57 percent this year. Parnassus Core Equity (PRBLX) advanced 0.43 percent. Pimco Short-Term (PSHAX) fell 0.17 percent.

The Aggressive Value Portfolio contracted 4.62 percent last month. The portfolio has increased 11.81 percent in 2021. Fidelity Low Volatility (FDLO) decreased 1.96 percent. Fidelity Select Consumer Staples (FDFAX) dipped 3.34 percent.

The Bear Market Portfolio slipped 0.15 percent last month. The portfolio has dipped 0.86 percent this year. Pimco Short Strategy (PSSAX) gained 0.49 percent. DoubleLine Core Fixed Income (DLFNX) decreased 0.07 percent.

2 DECEMBER 2021 | PHONE: (888) 252-5372

Model Portfolios

FIDELITY SELECT SECTOR FUND PORTFOLIO

SYMBOL

Fund

Price

FSPTX FSPHX FSENX FIDSX

Technology Healthcare Energy Financials

30.70 32.26 34.73 12.97

TOTAL

FIDELITY STRAIGHT GROWTH PORTFOLIO

SYMBOL

Fund

FEQTX

Equity Dividend Income

FCNTX FLPSX FVDFX FDLO FGRTX

Contrafund Low-Priced Stock Value Discovery Fidelity Low Volatility Mega Cap Stock

Price

28.54

20.12 52.48 36.70 49.55 18.76

TOTAL

FIDELITY BALANCED GROWTH PORTFOLIO

SYMBOL

Fund

FGRTX FFIDX FADMX FFRHX FCNTX FGRIX

Mega Cap Stock Fidelity Fund Strategic Income Floating Rate High Income Contrafund Growth and Income

Price

18.76 76.63 12.84 9.45 20.12 50.01

Shares 3784.82 3993.70 1321.12 7443.85

Shares 3305.11 4674.94 1008.59 1362.27 539.21 1757.00

Shares 3413.01 1015.60 3452.09 4137.77 3330.31

337.00

(Data provided as of 11/31/21)

Allocation 29.99% 33.25% 11.84% 24.92%

100.00%

Allocation 26.87% 26.80% 15.08% 14.24% 7.61% 9.39%

100.00%

Allocation 20.71% 25.17% 14.34% 12.65% 21.67% 5.45%

1 MONTH 0.49% -6.98% -5.96% -6.76%

-4.67%

1 MONTH -4.16% -0.10% -2.96% -3.80% -1.96% -3.70%

-2.66%

1 MONTH -3.70% 0.31% -0.49% -0.49% -0.10% -3.51%

YTD 20.91%

5.13% 9.52% 29.04%

13.09%

Total Return $116,193.93 $128,836.87 $45,882.59 $96,546.72

$387,460.11

YTD 13.08% 22.82% 17.14% 16.11% 17.15% 20.68%

17.64%

Total Return $94,327.73 $94,059.72 $52,930.86 $49,995.34 $26,717.84 $32,961.36

$350,992.85

YTD

20.68% 28.07%

2.76% 2.69% 22.82% 19.53%

Total Return

$64,027.99 $77,825.79 $44,324.79 $39,101.93 $67,005.83 $16,853.53

TOTAL

FIDELITY GLOBAL PORTFOLIO

SYMBOL

Fund

FSCOX FIGRX FWWFX FGILX FEMKX FFGCX

International Small Cap Opp International Discovery Worldwide Global Equity Income Emerging Markets Global Commodity Stock

Price

27.89 57.48 40.13 19.38 46.14 15.77

Shares

2965.39 424.38 1060.47 2231.27 806.45 2877.39

100.00%

Allocation 30.02% 8.85% 15.45% 15.70% 13.51% 16.47%

-1.06%

1 MONTH -3.06% -3.09% -1.52% -2.12% -2.99% -3.78%

16.74% $309,139.86

YTD

13.19% 8.27% 17.17% 12.66% 1.01% 18.22%

Total Return

$82,704.59 $24,393.27 $42,556.71 $43,242.08 $37,209.48 $45,376.37

TOTAL

FIDELITY CONSERVATIVE INCOME PORTFOLIO

SYMBOL

Fund

Price

FFRHX FSTFX FADMX FEQTX

Floating Rate High Income Limited Term Muni Strategic Income Equity Dividend Income

9.45 10.78 12.84 28.54

Shares

3927.73 1682.48 4062.10 2100.48

100.00%

Allocation 22.18% 10.84% 31.16% 35.82%

-2.79%

1 MONTH -0.49% 0.14% -0.49% -4.16%

12.20% $275,482.50

YTD

4.91% 0.36% 2.76% 13.68%

Total Return

$37,117.03 $18,137.11 $52,157.33 $59,947.66

TOTAL

100.00%

-1.77%

6.64%

$167,359.13

User Guide

RANK: Our proprietary ranking system uses both technical and fundamental analysis to identify those funds expected to outperform over the following 6 months, on a risk adjusted basis.

ADVICE: Based on technical and fundamental indicators, we issue buy, hold and sell recommendations based upon expected future performance. We often avoid recommending funds that are extraordinarily volatile or are exposed to significant market risk.

PERFORMANCE RETURNS: YTD, 1-month, 3-month and 1-year returns are calculated each month based on the trailing returns. For 3-year and 5-year periods, returns are annualized.

YIELD %: We use the 30-day SEC Yield to provide the expected income generated by each fund, as reported by the fund in its most recent filing.

BETA: The 3-year Beta is the measure of the volatility, or systematic risk of the fund as compared to the market. A Beta of 1.3 will typically be 30% more volatile than the market.

STANDARD DEVIATION (SD): Also used to measure volatility, is determined from the monthly returns of the fund over the previous 3 years. Those funds with higher standard deviations are more volatile as compared to those with a lower standard deviation.

EXPENSE RATIO: The expense ratio is the fee charged by the mutual fund. This charge is deducted from the return of the fund, impacting performance. Please note, funds may have different share classes with varying expenses associated with each class.

| DECEMBER 2021 3

THE Investor Guide TO FIDELITY FUNDS

DIVERSIFIED SECTOR PORTFOLIO

SYMBOL

Fund

FSPHX FSPTX FIDU FPHAX FIDSX

Fidelity Select Healthcare Fidelity Select Technology Fidelity MSCI Industrials Fidelity Select Pharma Fidelity Select Financials

TOTAL

NTF STRAIGHT GROWTH PORTFOLIO

SYMBOL

Fund

JAENX FGRTX FEQTX FAMVX PRBLX

Janus Enterprise Mega Cap Stock Equity Dividend Income FAM Value Parnassus Core Equity

TOTAL

NTF BALANCED GROWTH PORTFOLIO

SYMBOL

Fund

FCPI FEQTX FFRHX FSTKX PCKAX THOPX

Fidelity Stocks for Inflation Equity Dividend Income Floating Rate High Income Federated MDT Stock PIMCO Small Cap Thompson Bond

TOTAL

TAX ADVANTAGE PORTFOLIO

SYMBOL

Fund

PRBLX FPURX PSHAX FLPSX FCVSX

Parnassus Core Equity Puritan PIMCO Short-Term Fidelity Low-Priced Stock Convertible Securities

TOTAL

AGGRESSIVE VALUE PORTFOLIO

SYMBOL

Fund

FDFAX FDLO FBIOX FSNGX FPHAX

Fidelity Consumer Staples Fidelity Low Volatility Fidelity Select Biotech Fidelity Select Natgas Fidelity Select Pharma

TOTAL

Price 32.26 30.70 53.77 24.15 12.97

Price 173.53

18.76 28.54 98.76 61.12

Price 32.02 28.54

9.45 34.78 10.38 11.04

Price 61.12 27.01 9.77 52.48 43.28

Price 93.69 49.55 20.65 15.52 24.15

BEAR MARKET PORTFOLIO

SYMBOL

Fund

CVSIX PSSAX

Calamos Market Neutral PIMCO Short Strategy

MWLDX FFRHX DLFNX

MetWest Low Duration Floating Rate High Income DoubleLine Core Fixed Inc

TOTAL

Price

14.59 8.15

8.85 9.45 11.00

4 DECEMBER 2021 | PHONE: (888) 252-5372

Shares

2175.08 3403.97 1318.04 2245.40 6912.77

Allocation 18.02% 26.83% 18.20% 13.92% 23.02%

100.00%

1 MONTH -6.98% 0.49% -3.17% -6.25% -6.76%

-4.23%

Shares

330.20 4064.69 2103.23

594.27 1154.90

Allocation 17.75% 23.62% 18.59% 18.18% 21.86%

100.00%

Shares

842.53 1478.29 3585.87 1362.56 2631.34 3077.83

Allocation 12.74% 19.93% 16.00% 22.38% 12.90% 16.05%

100.00%

Shares

799.79 2699.41 2424.64 1488.66 1006.11

Allocation 18.30% 27.29% 8.87% 29.24% 16.30%

100.00%

Shares

462.77 1691.77 2286.28 3912.45 1861.48

Allocation 15.48% 29.93% 16.86% 21.68% 16.05%

100.00%

1 MONTH -3.27% -3.70% -4.16% -1.41% 0.43%

-2.42%

1 MONTH N/A

-4.16% -0.49% -2.03% -4.51% 0.18%

-2.64%

1 MONTH 0.43% -0.66% -0.17% -2.96% -2.65%

-1.43%

1 MONTH -3.34% -1.96% -6.05% -6.67% -6.25%

-4.62%

Shares

2700.76 1589.12

1503.06 1569.79 2252.34

Allocation 37.43% 12.30% 12.64% 14.09% 23.54%

100.00%

1 MONTH -0.27% 0.49% -0.16% -0.49% -0.07%

-0.15%

YTD 5.13% 20.91% 15.40% -0.86% 29.04%

12.41%

Total Return $70,168.14 $104,501.74 $70,870.85 $54,226.49 $89,658.58

$389,425.80

YTD 11.29% 20.68% 13.68% 18.66% 22.33%

17.56%

Total Return $57,299.86 $76,253.64 $60,026.07 $58,690.01 $70,587.20

$322,856.77

YTD N/A 13.68% 2.69% 19.77% 11.03% 5.92%

11.21%

Total Return $26,977.65 $42,190.34 $33,886.44 $47,389.66 $27,313.26 $33,979.28

$211,736.64

YTD 22.33% 16.21% -0.27% 17.14%

8.78%

14.57%

Total Return $48,882.91 $72,911.19 $23,688.72 $78,124.83 $43,544.38

$267,152.03

YTD 2.74% 17.15% -11.50% 45.42% 5.41%

11.81%

Total Return $43,356.92 $83,827.27 $47,211.68 $60,721.19 $44,954.79

$280,071.85

YTD 3.83% -18.58% 0.02% 4.91% -0.44%

-0.86%

Total Return $39,404.15 $12,951.33 $13,302.06 $14,834.56 $24,775.73

$105,267.82

Data & Rankings

Symbol

Name

FBCVX FBGRX FBOTX FCNTX FCPEX FCPGX FCPI FCPVX FDCAX FDEGX FDEQX FDGFX FDGRX FDLO FDMO FDRR FDSCX FDSSX FDSVX FDVLX FDVV FEOPX FEQIX FEQTX FFIDX FGDFX FGRIX FGRTX FIFNX FLCEX FLCOX FLCSX FLGEX FLPSX FLVCX FLVEX FMAGX FMCSX FMEDX FMEIX FMILX FNCMX FNETX FNTEX FOCPX FQAL FSCRX FSDIX FSKAX FSLCX FSLSX FSLVX FSMAX FSMDX FSMVX FSSMX FSSNX FTEKX FTQGX FTRNX FVAL FVDFX FXAIX FZROX ONEQ

Fidelity? Blue Chip Value Fidelity? Blue Chip Growth Fidelity? Disruptive Automation Fidelity? Contrafund? Fidelity? Small Cap Enhanced Index Fidelity? Small Cap Growth Fidelity? Stocks for Inflation ETF Fidelity? Small Cap Value Fidelity? Capital Appreciation Fidelity? Growth Strategies Fidelity? Disciplined Equity Fidelity? Dividend Growth Fidelity? Growth Company Fidelity? Low Volatility Factor ETF Fidelity? Momentum Factor ETF Fidelity? Dividend ETF for Rising Rates Fidelity? Stock Selector Small Cap Fidelity? Stock Selec All Cp Fidelity? Growth Discovery Fidelity? Value Fidelity? Core Dividend ETF Fidelity? Enduring Opportunities Fidelity? Equity-Income Fidelity? Equity Dividend Income

Fidelity Fund Fidelity? Disruptors Fidelity? Growth & Income Portfolio Fidelity? Mega Cap Stock Fidelity? Founders Fidelity? Large Cap Core Enhanced Index Fidelity? Large Cap Value Index Fidelity? Large Cap Stock Fidelity? Large Cap Growth Enhanced Idx Fidelity? Low-Priced Stock Fidelity? Leveraged Company Stock Fidelity? Large Cap Value Enhanced Index Fidelity? Magellan? Fidelity? Mid-Cap Stock Fidelity? Disruptive Medicine Fidelity? Mid Cap Enhanced Index Fidelity? New Millennium Fidelity? Nasdaq Composite Index? Fidelity? Disruptive Communications Fidelity? Disruptive Finance Fidelity? OTC Portfolio Fidelity? Quality Factor ETF Fidelity? Small Cap Discovery Fidelity? Strategic Dividend & Income? Fidelity? Total Market Index Fidelity? Small Cap Stock Fidelity? Value Strategies Fidelity? Stock Selec Lg Cp Val Fidelity? Extended Market Index Fidelity? Mid Cap Index Fidelity? Mid Cap Value Fidelity Advisor? Stock Selector Mid Cp Fidelity? Small Cap Index Fidelity? Disruptive Technology Fidelity? Focused Stock Fidelity? Trend Fidelity? Value Factor ETF Fidelity? Value Discovery Fidelity? 500 Index

Fidelity ZERO Total Market Index Fidelity? Nasdaq Composite Tr Stk ETF

FBIOX FBMPX FBSOX FCYIX FDCPX FDFAX FDLSX

Fidelity? Select Biotechnology Portfolio

Fidelity Select Comm Services Fidelity? Select IT Services Portfolio Fidelity? Select Industrials Portfolio Fidelity? Select Tech Hardware Fidelity? Select Consumer Staples Port Fidelity? Select Leisure Portfolio

(Data provided as of 11/31/21)

NAV Rank

Advice

% Return (3 and 5 Years Annualized)

Beta SD Expense

YTD 1 Month 3 Month 1 Year 3 Year 5 Year Yield % 3 Year 3 Year Ratio

FIDELITY GROWTH FUNDS

22.84 85

Buy

16.37 -3.95 -2.94 21.66 7.16 7.80

1.01 20.00 0.58

188.30 93 Strong Buy 24.08 0.41 3.30 31.34 36.22 30.03

1.08 21.52 0.79

19.73 83

Buy

16.52 -0.40 0.20 23.98

1.00

20.12 95 Strong Buy 22.74 -0.10 0.45 26.64 24.91 22.44

0.97 18.61 0.86

17.84 85

Buy

16.98 -3.67 -2.19 27.44 14.91 10.79

1.20 24.88 0.64

32.60 86

Buy

9.82 -5.97 -4.80 19.45 22.18 20.55

1.08 22.44 1.00

32.02 93 Strong Buy 26.13 -1.54 1.56 30.89

0.29

21.00 86 Strong Buy 29.49 -4.63 -1.57 39.80 15.68 11.34

1.19 25.37 0.98

50.58 95

Buy

21.18 -0.94 0.96 26.32 24.43 19.97

0.96 18.24 0.82

71.14 88

Hold

19.14 -2.56 -1.11 25.31 24.36 19.17

0.96 19.06 0.63

64.42 92 Strong Buy 24.08 -1.17 1.72 29.34 24.03 18.72

1.00 18.83 0.71

35.47 88 Strong Buy 21.30 -1.96 0.87 27.35 12.86 12.63

1.12 21.61 0.49

41.70 93 Strong Buy 26.86 1.73 4.54 31.61 38.73 31.25

1.10 22.09 0.83

49.55 91 Strong Buy 16.93 -1.97 -0.51 20.62 16.45 16.03

0.88 16.70 0.29

52.33 91

Buy

18.97 -0.57 1.77 22.67 18.30 16.99

0.94 18.10 0.29

42.84 93 Strong Buy 18.55 -1.41 -0.53 24.28 14.26 13.73

1.00 18.87 0.29

36.70 90

Buy

19.97 -3.70 0.00 29.75 19.42 14.85

1.11 22.43 1.02

67.27 92

Buy

18.35 -2.72 -1.23 24.80 20.84 17.87

1.05 19.68 0.68

57.25 92 Strong Buy 21.66 -0.66 0.81 26.68 29.02 25.86

0.98 18.86 0.79

15.11 85 Strong Buy 26.13 -3.88 -1.95 35.06 17.08 12.10

1.39 28.01 0.57

38.30 90

Buy

22.22 -1.69 -0.15 28.54 12.62 12.20

1.08 21.01 0.29

16.26 87

Hold

17.23 -2.58 -0.73 23.37

1.10

71.09 85 Strong Buy 17.13 -3.65 -2.43 22.51 13.38 11.14 1.23 0.92 17.74 0.60

28.54 86 Strong Buy 13.68 -4.16 -4.13 18.40 10.17 9.19 1.80 1.03 20.12 0.60

76.63 91 Strong Buy 28.07 0.31 1.63 32.37 25.44 20.76 0.68 0.92 17.41 0.47

17.81 88

Hold

13.87 -4.35 -3.36 19.87

1.00

50.01 91 Strong Buy 19.51 -3.51 -1.11 25.43 14.67 12.78 1.26 1.03 19.98 0.59

18.76 94 Strong Buy 20.68 -3.70 -1.05 27.76 17.29 14.76 0.83 1.03 20.16 0.63

19.41 87

Hold

18.78 -2.27 1.57 22.81

1.00

23.60 91 Strong Buy 24.28 -0.97 0.85 28.92 19.55 17.55

0.97 18.05 0.39

15.56 81

Hold

17.67 -3.53 -2.20 22.19 11.46 10.37

1.04 20.14 0.04

41.30 89

Buy

19.89 -3.95 -1.36 26.28 15.31 13.49

1.09 21.20 0.47

35.16 93 Strong Buy 26.07 0.34 2.66 31.56 27.23 22.87

0.99 18.88 0.39

52.48 89 Strong Buy 17.14 -2.96 -2.97 23.98 13.89 11.75

1.01 20.22 0.65

47.39 81

Hold

21.22 -2.39 -0.95 29.52 23.37 16.29

1.32 25.83 0.75

16.93 83 Strong Buy 20.33 -3.48 -2.03 25.29 12.15 11.38

1.02 19.82 0.39

15.53 94 Strong Buy 24.70 0.98 3.53 28.84 24.00 20.44

0.94 18.03 0.79

41.69 93 Strong Buy 20.80 -3.34 -1.42 27.44 15.48 13.74

1.07 21.45 0.92

13.41 85

Hold

8.09 -7.00 -5.70 12.61

1.00

20.27 86

Buy

18.12 -3.48 -2.45 24.47 16.36 12.98

1.13 21.88 0.59

42.79 90

Buy

16.98 -5.39 -4.27 23.13 12.54 12.16

1.04 20.93 0.55

196.19 92 Strong Buy 21.26 0.38 2.02 28.18 29.47 24.85

1.05 20.19 0.29

16.60 82

Hold

11.08 -5.31 -6.11 13.75

1.00

18.32 89

Buy

17.76 -5.57 -4.78 27.05

1.00

20.05 92 Strong Buy 24.45 -0.35 0.90 31.25 32.67 28.26

1.04 20.22 0.80

53.39 96 Strong Buy 25.34 0.41 2.00 29.62 19.40 17.43

0.96 17.88 0.29

29.79 83 Strong Buy 27.58 -2.77 -1.49 34.74 16.15 10.60

1.33 26.74 0.61

18.02 92 Strong Buy 12.72 -2.70 -2.01 17.30 12.77 10.98 1.14

14.22 0.70

130.24 93

Buy

21.04 -1.48 0.38 26.46 20.18 17.50

1.04 19.32 0.02

22.03 84

Buy

16.09 -3.46 -3.08 27.13 15.24 12.13

1.24 25.25 0.91

51.54 87 Strong Buy 23.57 -3.91 -2.35 32.26 17.01 12.62

1.27 25.72 0.76

25.84 86

Hold

17.83 -4.47 -2.67 23.52 11.54 9.80

1.09 21.18 0.65

87.89 86

Buy

11.77 -5.04 -3.88 19.85 19.09 15.59

1.26 24.93 0.04

31.69 89

Buy

17.75 -3.47 -1.95 23.29 17.49 14.43

1.13 21.87 0.03

28.59 83 Strong Buy 24.85 -3.28 -2.69 30.86 11.65 8.73

1.21 24.24 0.44

48.16 83 Strong Buy 16.16 -4.16 -2.75 23.52 14.88 13.67

1.23 24.30 0.89

27.97 84

Buy

12.23 -4.18 -3.08 21.91 14.27 12.23

1.21 24.94 0.03

20.29 88

Buy

15.68 -3.47 -0.64 21.69

1.00

39.12 90 Strong Buy 25.71 0.08 2.57 30.00 26.61 25.03

0.97 18.78 0.88

179.47 93

Buy

21.37 -0.01 3.07 27.98 30.35 25.22

0.98 19.13 0.73

49.47 95 Strong Buy 23.51 -0.86 -1.13 28.76 16.11 15.05

1.10 20.70 0.29

36.70 88 Strong Buy 16.11 -3.80 -3.48 21.20 12.39 10.62

0.99 19.38 0.75

158.80 89 Strong Buy 23.18 -0.69 1.32 27.91 20.37 17.89

1.00 18.48 0.02

16.35 89

Buy

21.20 -1.45 0.43 26.62 20.21

1.04 19.32 0.00

60.59 94 Strong Buy 21.25 0.55 2.21 28.62 29.76 24.97 0.32 1.04 20.13 0.21

FIDELITY SELECT SECTOR FUNDS

20.65 81 89.78 83 87.62 80 38.37 76 106.94 96 93.69 83 19.04 82

Hold -11.50 -6.05 -12.02 -6.81 13.69 12.40

Buy

12.63 -6.87 -11.97 17.87 23.31 17.48

Sell

-3.21 -7.91 -13.05 2.05 18.36 20.64

Buy

11.50 -3.08 -0.03 14.92 12.52 10.34

Buy

15.31 2.83 2.03 28.78 29.49 24.67

Buy

2.74 -3.34 -5.43 5.78 10.71 7.96

Hold

11.57 -4.70 -1.81 17.88 15.74 15.05

0.96 24.01 0.70 1.06 20.53 0.77 1.11 23.21 0.72 1.25 23.66 0.76 0.97 19.40 0.74 0.81 16.19 0.75 1.31 26.66 0.77

| DECEMBER 2021 5

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