Our Model Portfolios
Fidelity Investor's models have 12/31/2010 Year-To-Date returns of between 14.1% and 21.1%. The average Fidelity Investor portfolio gained 3.6% in December.
Jim's Models
| Aggressive Growth | |
| 2010% | Ann. 5Yr% |
| 16.1 | 4.4 |
| Global Quant | |
| 2010% | Ann. 5Yr% |
| 21.1 | NA |
| Growth | |
| 2010% | Ann. 5Yr% |
| 18.4 | 4.5 |
| Growth & Income | |
| 2010% | Ann. 5Yr% |
| 15.7 | 3.8 |
| Income | |
| 2010% | Ann. 5Yr% |
| 14.1 | 5.3 |
Compare
| S&P 500 | |
| 2010% | Ann. 5Yr% |
| 15.1 | 2.3 |
| Fidelity Index | |
| 2010% | Ann. 5Yr% |
| 10.4 | 3.1 |
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Welcome to Lowell Investment Research - Coming Soon!
Please pardon our appearance. We are putting the finishing touches on Lowell Investment Research, which will open in the New Year!
In the meantime, for current publications and more information visit Fidelity Investor.