Our Model Portfolios

Fidelity Investor’s models have 4/30/2012 year-to-date returns of between 8.6% and 14.2%. The average Fidelity Investor portfolio lost 0.4% in April.

Jim's Models

Global Quant
2012% Ann. 5Yr%
14.2 0.8
Aggressive Growth
2012% Ann. 5Yr%
11.2 2.0
Income
2012% Ann. 5Yr%
8.6 4.2
Growth & Income
2012% Ann. 5Yr%
10.1 2.6
Growth
2012% Ann. 5Yr%
11.1 2.1

Compare

Fidelity Index
2012% Ann. 5Yr%
7.1 1.1
S&P 500
2012% Ann. 5Yr%
11.9 1.0
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