Our Model Portfolios

Fidelity Investor’s models have 4/30/2013 year-to-date returns of between 7.3% and 11.2%. The average Fidelity Investor portfolio gained 1.2% in April.

Jim's Models

Global Quant
2013% Ann. 5Yr%
11.2 3.8
Aggressive Growth
2013% Ann. 5Yr%
9.7 4.4
Income
2013% Ann. 5Yr%
7.3 6.8
Growth & Income
2013% Ann. 5Yr%
9.0 5.3
Growth
2013% Ann. 5Yr%
9.3 4.9

Compare

Fidelity Index
2013% Ann. 5Yr%
5.7 2.6
S&P 500
2013% Ann. 5Yr%
12.7 5.2
  • PO Box 920477
    Needham, MA 02492
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