Our Model Portfolios
Fidelity Investor’s models have 1/31/2012 year-to-date returns of between 3.5% and 6.5%. The average Fidelity investor portfolio gained 3.4% in January.
Jim's Models
| Global Quant | |
| 2012% | Ann. 5Yr% |
| 6.5 | N/A |
| Aggressive Growth | |
| 2012% | Ann. 5Yr% |
| 4.4 | 1.7 |
| Income | |
| 2012% | Ann. 5Yr% |
| 3.5 | 3.9 |
| Growth & Income | |
| 2012% | Ann. 5Yr% |
| 3.9 | 2.2 |
| Growth | |
| 2012% | Ann. 5Yr% |
| 4.5 | 1.7 |
Compare
| Fidelity Index | |
| 2012% | Ann. 5Yr% |
| 3.4 | 1.1 |
| S&P 500 | |
| 2012% | Ann. 5Yr% |
| 4.5 | 0.3 |
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Needham, MA 02492
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Contact
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Mailing Address
PO Box 920477
Needham, MA 02492
- What Every Fidelity Investor Needs to Know
- Profile of Jim Lowell and FI's Growth Portfolio in the Wall Street Journal: Picking a Skipper