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 |
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- What Every Fidelity Investor Needs to Know
- Profile of Jim Lowell and FI's Growth Portfolio in the Wall Street Journal: Picking a Skipper