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 |
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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