Our Model Portfolios

Fidelity Investor’s models have 4/30/2012 year-to-date returns of between 8.6% and 14.2%. The average Fidelity Investor portfolio lost 0.4% in April.

Jim's Models

Global Quant
2012% Ann. 5Yr%
14.2 0.8
Aggressive Growth
2012% Ann. 5Yr%
11.2 2.0
Income
2012% Ann. 5Yr%
8.6 4.2
Growth & Income
2012% Ann. 5Yr%
10.1 2.6
Growth
2012% Ann. 5Yr%
11.1 2.1

Compare

Fidelity Index
2012% Ann. 5Yr%
7.1 1.1
S&P 500
2012% Ann. 5Yr%
11.9 1.0
  • PO Box 920477
    Needham, MA 02492
    Toll Free
    800-290-6577

401(k) Updates

Specific Models For 401(k) Plans, April 2012 Quarterly Updates

Are you covered? Jim covers 401(k) plans in his monthly newsletter and now updates each covered plan's models quarterly. Here are the links to the plans covered so far in your monthly issues of Fidelity Investor and links to the quarterly updates.

If your plan is covered here AND you know that fund choices have changed since the original publication date, please send us the fund list update by sending an UPDATE email.

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Show All

  • ArcelorMittal USA

  • Avaya

  • B J Services

  • Bank of New York Mellon

  • Bechtel

  • Boston College

  • Bristol-Myers Squibb

    • Click here for the latest Bristol-Myers Squibb Quarterly Update.

  • Buffalo News

  • Cardinal Health

  • Chapters Health System

  • Cisco Systems

  • Credit Suisse First Boston

  • Delta Airlines

  • Detroit Edison DTE

  • Disney

  • Dow Chemical

  • EMC

  • Erie County

  • Ernst & Young

    • Click here for the latest Ernst & Young Quarterly Update.

  • FMR Corporation

  • Ford

  • Geisinger Health System

  • General Motors

  • General Re Retirement Plan

    • Click here for the latest General Re Retirement Plan Quarterly Update.

  • HealthPartners

  • Hewlett-Packard

  • IBM

  • IHS, Inc.

  • John Deere

  • John Hancock

  • Lehigh University

  • Lennox Industries

  • Linens ‘n Things

    • Click here for the latest Linens ‘n Things Quarterly Update.

  • Marshall Concrete

  • Microsoft

  • MITRE Corporation

  • National Grid USA

  • Nature’s Best

  • NiSource

  • Nokia

  • Nucor

  • Oracle Retirement Plan

  • Pacific Gas & Electric

  • Pennsylvania State University

  • Pfizer

  • PGA of America

  • Precision Castparts

  • Raytheon

  • Rolls Royce North America

  • Sabre Holdings

  • Sandia National Laboratories

    • Click here for the latest Sandia National Laboratories Quarterly Update.

  • Seagate Technology

  • Sephora

  • Shell Oil

  • State of Connecticut

  • State of Georgia Teachers Retirement Plan (Lincoln Financial Plan)

  • State of Illinois Judges 457 Plan

  • State of Missouri

  • State of Tennessee

  • Sunhillo Corp

  • Teradyne

  • Terumo TCVS

  • Textron, Inc.

  • Thrift Savings Plan

  • TIAA-CREF

  • Transatlantic Reinsurance

  • Trend Homes

  • Tribune

  • Tyco

  • United Airlines (UAL)

  • University of North Carolina Chapel Hill

  • UTC

  • Wal-Mart

  • Whole Foods

  • Wolters

  • Wyeth

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