Our Model Portfolios

Fidelity Investor’s models have 3/31/2014 year-to-date returns of between 1.7% and 3.4%. The average investor in Fidelity funds lost -0.7% in March.

Jim's Models

Global Quant
2014% Ann. 5Yr%
1.7 23.0
Aggressive Growth
2014% Ann. 5Yr%
2.9 20.7
Income
2014% Ann. 5Yr%
2.5 15.8
Growth & Income
2014% Ann. 5Yr%
3.3 18.0
Growth
2014% Ann. 5Yr%
3.4 20.4

Compare

Fidelity Index
2014% Ann. 5Yr%
1.3 11.8
S&P 500
2014% Ann. 5Yr%
1.8 21.2
  • PO Box 920477
    Needham, MA 02492
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