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 |
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Needham, MA 02492
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800-290-6577
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