Fidelity Investor’s models have 6/30/2009 Year-To-Date returns of between 6.3% and 8.4%.
The average Fidelity investor lost 0.1% in June.
[more]


 Jim's Models

 Aggressive Growth

2009%
 

Ann. 5Yr% 
 

7.3

2.3

 

 Growth

 2009%
 

Ann. 5Yr% 
 

6.3

1.8

 

 Growth & Income

2009%
 

Ann. 5Yr% 
 

7.1

0.9

 

  Income

2009%
 

Ann. 5Yr% 
 

8.4

2.1


 Compare

 S&P 500

 2009%
 

Ann. 5Yr% 
 

3.1

-2.3

 

 Fidelity Index

2009%
 

Ann. 5Yr% 
 

6.0

1.2




 
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Profile of Jim Lowell and FI's Growth Portfolio in the Wall Street Journal:Picking a Skipper  
       
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