Our Model Portfolios

Fidelity Investor’s models have 6/30/2014 year-to-date returns of between 5.9% and 7.7%. The average investor in Fidelity funds gained 1.6% in June.

Jim's Models

Global Quant
2014% Ann. 5Yr%
5.9 18.7
Aggressive Growth
2014% Ann. 5Yr%
7.5 18.0
Income
2014% Ann. 5Yr%
6.0 14.1
Growth & Income
2014% Ann. 5Yr%
7.2 16.1
Growth
2014% Ann. 5Yr%
7.7 18.0

Compare

Fidelity Index
2014% Ann. 5Yr%
4.1 10.2
S&P 500
2014% Ann. 5Yr%
7.1 18.8
  • PO Box 920477
    Needham, MA 02492
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