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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