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
    Toll Free
    800-290-6577

Contact

We would love to hear your feedback and your questions. Please send us an email below and we will get back to you as soon as we can.

Mailing Address

PO Box 920477
Needham, MA 02492

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