We are pleased to announce our Model Portfolio Returns, year-to-date through February 28, 2014:
Fidelity Select Sector Fund Portfolio: +4.83%
Fidelity Straight Growth Portfolio: +2.66%
Fidelity Balanced Growth Portfolio: +1.96%
Fidelity Global Portfolio: +2.68%
Fidelity Conservative Income Portfolio: +0.91%
Diversified Sector Portfolio: +5.17%
NTF Straight Growth Portfolio: +0.13%
NTF Balanced Growth Portfolio: +1.09%
Tax Advantage Portfolio: +1.51%
Aggressive Value Portfolio: +5.47%
Absolute Return/Down Market Portfolio: -1.44%
Since December 31, 2011, the Model Portfolios have returned:
Fidelity Select Sector Fund Portfolio: +55.07%
Fidelity Straight Growth Portfolio: +62.28%
Fidelity Balanced Growth Portfolio: +40.84%
Fidelity Global Portfolio: +42.18%
Fidelity Conservative Income Portfolio: +13.36%
Diversified Sector Portfolio: +60.24%
NTF Straight Growth Portfolio: +46.06%
NTF Balanced Growth Portfolio: +34.39%
Tax Advantage Portfolio: +33.77%
Aggressive Value Portfolio: +34.09%
Absolute Return/Down Market Portfolio: -3.10%
To learn more about the Investor Guide to Fidelity Funds, call us at (888) 252-5372 or click here.
We look forward to providing you risk-adjusted mutual fund recommendations and Model Portfolios for years to come. As always, if you have any questions about our perspective on the market, individual funds or models, please call or email me at matt@mutualfundivestorguide.com.