Our Model Portfolios

Fidelity Investor’s models have 7/31/2014 year-to-date returns of between 2.8% and 5.8%. The average investor in Fidelity funds lost 1.2% in July.

Jim's Models

Global Quant
2014% Ann. 5Yr%
2.8 16.4
Aggressive Growth
2014% Ann. 5Yr%
5.3 16.0
Income
2014% Ann. 5Yr%
4.8 12.7
Growth & Income
2014% Ann. 5Yr%
5.7 14.6
Growth
2014% Ann. 5Yr%
5.8 16.1

Compare

Fidelity Index
2014% Ann. 5Yr%
2.9 9.0
S&P 500
2014% Ann. 5Yr%
5.7 16.8
  • PO Box 920477
    Needham, MA 02492
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