Our Model Portfolios

Fidelity Investor’s models have 8/31/2014 year-to-date returns of between 6.3% and 9.5%. The average investor in Fidelity funds gained  2.2% in August.

Jim's Models

Global Quant
2014% Ann. 5Yr%
6.3 16.4
Aggressive Growth
2014% Ann. 5Yr%
8.5 16.0
Income
2014% Ann. 5Yr%
7.9 12.8
Growth & Income
2014% Ann. 5Yr%
9.2 14.8
Growth
2014% Ann. 5Yr%
9.5 16.3

Compare

Fidelity Index
2014% Ann. 5Yr%
5.3 9.1
S&P 500
2014% Ann. 5Yr%
9.8 16.9
  • PO Box 920477
    Needham, MA 02492
    Toll Free
    800-290-6577

401(k) Updates

Specific Models For 401(k) Plans, July 2014 Quarterly Updates

Are you covered? Jim covers 401(k) plans in his monthly newsletter and updates the model portfolios for each covered plan quarterly. Here are the links to the plans covered so far in your monthly issues of Fidelity Investor and links to the quarterly updates.

If your plan is covered here AND you know that fund choices have changed since the original publication date, please send us the fund list update by sending an UPDATE email.

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Show All
  • ArcelorMittal USA

  • AstraZeneca 401(k)

  • Avaya

  • B J Services

  • Bank of New York Mellon

  • Bechtel

  • Boston College

  • Bristol-Myers Squibb

    • Click here for the latest Bristol-Myers Squibb Quarterly Update.
  • Buffalo News

  • Cabrini College

  • Capital One Associates Savings Plan

  • Cardinal Health

  • Chapters Health System

  • Chestnut Hill College

  • Cisco Systems

  • Covenant Health Systems 403(b)

  • Credit Suisse First Boston

  • Delta Airlines

  • Detroit Edison DTE

  • Disney

  • Dow Chemical

  • EMC

  • Erie County

  • Ernst & Young

    • Click here for the latest Ernst & Young Quarterly Update.
  • FMR Corporation

  • Ford

  • Geisinger Health System

  • General Motors

  • General Re Retirement Plan

    • Click here for the latest General Re Retirement Plan Quarterly Update.
  • Harding University

  • HealthPartners

  • Hewlett-Packard

  • IBM

  • IHS, Inc.

  • John Deere

  • John Hancock

  • Lehigh University

  • Lennox Industries

  • Linens ‘n’ Things

  • Marshall Concrete

  • Microsoft

  • MITRE Corporation

  • National Grid USA

  • Nature’s Best

  • NiSource

  • Nokia

  • Northwestern Medical Faculty Foundation

  • Nucor

  • Oracle Retirement Plan

  • Pacific Gas & Electric

  • Pennsylvania State University

  • Pfizer

  • PGA of America

  • Precision Castparts

  • Raytheon

  • Rice University 403(b)

    • Click here for the latest Rice University 403(b) Quarterly Update.
  • Rolls Royce North America

  • Sabre Holdings

  • Sandia National Laboratories

  • Seagate Technology

  • Seattle Children’s Hospital

  • Sephora

  • Shell Oil

  • State of Connecticut

  • State of Georgia Teachers Retirement Plan (Lincoln Financial Plan)

  • State of Illinois Judges 457 Plan

  • State of Missouri

  • State of Tennessee

  • Sunhillo Corp

  • Teradyne

  • Terumo TCVS

  • Textron, Inc.

  • Thrift Savings Plan

  • TIAA-CREF

  • Transatlantic Reinsurance

  • Trend Homes

  • Tribune

  • Tyco

  • U.S. Steel

  • United Airlines (UAL)

  • University of North Carolina Chapel Hill

  • UTC

  • Wal-Mart

  • Whole Foods

  • Wolters

  • Wyeth

  • Fidelity Investor/Fidelity Sector Login



    Auto-login on future visits

    Forgot your password?