Profile in Hulbert's January Issue

Hulbert's January 2013 issue has a nice
profile of the Fidelity Investor's portfolios. His conclusion? It's good
fund picking and not market timing that accounts for our solid
performance.

Fidelity Investor’s Model Portfolios have year-to-date returns through 9/30/21 of between 1.8% and 12.8%. The average investor at Fidelity gained 2.4% in August.

Model	YTD	5-Year (Annualized)
Global Quant Growth	6.8%	13.6%
Global Quant Income	1.1%	N/A
Growth	7.9%	12.4%
ESG Growth	N/A	N/A
Factor+	8.6%	N/A
Growth & Income	9.2%	8.8%
Income	4.1%	4.4%
Annuity Growth	5.6%	11.7%
Annuity Growth & Income	5.6%	9.8%
S&P 500	16.1%	16.9%
Fidelity Investor Index	9.8%	11.3%

Past Performance

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