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March 12, 2008

Jim on Nightly Business Report

Jim and Dan Wiener, of the Independent Adviser for Vanguard Investors, appeared on the Nightly Business Report on Tuesday. For readers of the Fidelity Investor, the Fidelity funds that Jim listed as his top picks were not suprising. Follow this link to read the transcript of the show.

You can also click here for streaming video, Jim and Dan are about 20 minutes in, but NBR does update this with a new show every night.

Fidelity Investor’s Model Portfolios have year-to-date returns through 05/31/2022 of between -17.4% and -6.7%. The average investor at Fidelity lost 0.2% in May.
ModelYTD5-Year
(Annualized)
Global Quant Growth-17.4%7.6%
Global Quant Income-7.7%N/A
Growth-12.2%8.5%
ESG Growth-14.7%N/A
Factor+-7.7%N/A
Growth & Income-11.1%5.8%
Income-6.7%2.9%
Annuity Growth-11.5%7.8%
Annuity Growth & Income-9.9%6.5%
Average Investor at Fidelity-10.8%7.2%
Past Performance

Correlation Tool

What's This?

You don't want to own too many funds that are similar, but how do you tell? 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 stock fund tracks that of any other Fidelity stock fund.

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