Editor’s Note: The May 2018 issue of Fidelity Investor will be the final printed issue of the newsletter you will receive. Going forward, Jim's monthly issue will be available on the website on the first business day of each month in an easy-to-access online format. Please read Jim's letter to readers for further details, including our efforts to give you a more streamlined full-color, online monthly issue, loaded with brand-new features that will enhance your membership experience.... Read more
After a week full of headline commotion, this Memorial Day we honor all those who fought to safeguard, preserve and evolve our unalienable rights to life, liberty and the pursuit of happiness.... Read more
Investing is a business for skeptics. As a born skeptic with an optimistic streak, I learned the art, then the discipline, of doubting what others say until proven true, looking at all angles of any fact, and double-checking before committing to any answer. While facts aren’t ambiguous, people are. The daily media pushback has often made it feel like we have been swimming against a rip tide. But it turns out that below that frenzied surface, the undercurrent of fundamentals has held sway and has helped us make reasonable headway.... Read more
| Model | YTD | 5-Year (Annualized) |
|---|---|---|
| Global Quant | 2.8% | 13.2% |
| Aggressive Growth | 1.7% | 11.4% |
| Growth | 1.4% | 11.0% |
| Growth & Income | -0.2% | 9.5% |
| Income | -1.7% | 6.3% |
| Annuity Growth | 1.1% | 8.6% |
| Annuity Growth & Income | 1.1% | 7.8% |
| S&P 500 | -0.4% | 13.0% |
| Fidelity Index | 0.7% | 7.0% |
A high correlation between funds may mean that your portfolio of funds is not as diverse as you might want it to be. While other tools may compare funds only to the S&P 500, you can use this tool to determine how closely the performance of one Fidelity fund tracks that of any other Fidelity fund. Compare all the funds that you own. To diversify, look for funds that have low correlation with one another.
Jim Lowell is Editor-in-Chief of the award-winning independent newsletters Fidelity Investor and Fidelity Sector Investor. Through his newsletters, Jim advises individual investors seeking superior performance from their Fidelity investments. He has also written several books on investing, Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007) among them. Read more
Jim Lowell adheres to the Cardinal Rule of Mutual Fund Investing: Buy the manager! He makes sure his subscribers, also known as “Fidelity’s Fortunate Few,” are protected and invested in Fidelity’s best funds.
Learn moreThese long-term sector investments are selected based on Jim’s proprietary Fidelity Sector Investor fund-scoring system and set to deliver big profits.
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