Our Model Portfolios

Fidelity Investor’s models have 8/31/2014 year-to-date returns of between 6.3% and 9.5%. The average investor in Fidelity funds gained  2.2% in August.

Jim's Models

Global Quant
2014% Ann. 5Yr%
6.3 16.4
Aggressive Growth
2014% Ann. 5Yr%
8.5 16.0
Income
2014% Ann. 5Yr%
7.9 12.8
Growth & Income
2014% Ann. 5Yr%
9.2 14.8
Growth
2014% Ann. 5Yr%
9.5 16.3

Compare

Fidelity Index
2014% Ann. 5Yr%
5.3 9.1
S&P 500
2014% Ann. 5Yr%
9.8 16.9
  • PO Box 920477
    Needham, MA 02492
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