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February 17, 2010

Jim on NBR

Jim and Dan Wiener made their annual appearance last night on Nightly Business Report. Click here to read the transcript, and click here for the video of the broadcast. Jim and Dan are in the segment Of Mutual Interest near the end.

Fidelity Investor’s Model Portfolios have year-to-date returns through 2/28/21 of between -1.0% and 2.4%. The average investor at Fidelity gained 1.5% in February.
ModelYTD5-Year
(Annualized)
Global Quant Growth2.4%16.0%
Global Quant Income-1.0%N/A
Growth2.0%13.5%
Factor+0.5%N/A
Growth & Income0.3%9.3%
Income-0.5%5.2%
Annuity Growth0.6%13.0%
Annuity Growth & Income0.2%10.9%
S&P 500 1.7%16.8%
Fidelity Investor Index 1.3%10.5%
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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