Our Model Portfolios

Fidelity Investor’s models have 5/31/2013 year-to-date returns of between 8.7% and 13.4%. The average Fidelity Investor portfolio gained 0.6% in May.

Jim's Models

Global Quant
2013% Ann. 5Yr%
13.4 3.7
Aggressive Growth
2013% Ann. 5Yr%
11.7 4.1
Income
2013% Ann. 5Yr%
8.7 6.8
Growth & Income
2013% Ann. 5Yr%
10.9 5.3
Growth
2013% Ann. 5Yr%
11.3 4.7

Compare

Fidelity Index
2013% Ann. 5Yr%
6.3 2.4
S&P 500
2013% Ann. 5Yr%
15.4 5.4
  • PO Box 920477
    Needham, MA 02492
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