Bloomberg Markets: Markets Check

Bloomberg Markets with Carol Massar and Cory Johnson — March 22, 2017

Fidelity Investor’s models have 9/30/17 year-to-date returns of between 5.7% and 17.2%. The average Fidelity investor’s portfolio gained 1.0% in September.

Model	YTD	5-Year (Annualized)
Global Quant	17.2%	13.9%
Aggressive Growth	15.6%	12.1%
Growth	14.4%	11.8%
Growth & Income	12.0%	10.9%
Income	5.7%	7.8%
Annuity Growth	16.3%	9.5%
Annuity Growth & Income	14.1%	8.8%

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