AlphaProfit Core Model Portfolio: The Right Choice for Rollover and SEP-IRA

The AlphaProfit Core model portfolio is a diversified portfolio, pursuing long-term capital growth. It is an alternative to investing in diversified mutual funds. The Core portfolio completed its fifth anniversary on September 30, 2008. As part of monitoring portfolio performance, we compare the performance of the Core portfolio with those of the five largest domestic funds and the five largest Fidelity domestic funds.

Portfolio, Fund, or Benchmark

Ticker

Annualized Return, %

During the past five years, the AlphaProfit Core model portfolio has outperformed all of the largest diversified domestic mutual funds.

AlphaProfit Core Model Portfolio

  8.2

5 Largest No-Load Domestic Funds

Growth Fund of America, C

GFACX

  6.1

Vanguard 500 Index

VFINX

  5.0

Vanguard Total Stock Market Index

VTSMX

  5.9

American Funds Investment Company, C

AICCX

  4.6

American Funds Washington Mutual, C

WSHCX

  4.8

Fidelity's 5 Largest Domestic Funds

Fidelity Magellan

FMAGX

  2.3

Fidelity Equity Income

FEQIX

  4.5

Fidelity U.S. Equity Index Investor Class

FUSEX

  5.1

Fidelity Value

FDVLX

  7.8

Fidelity Blue Chip Growth

FBGRX

  3.1

Average for Large Domestic Funds

  4.9

S&P 500

  5.2

Data: Mutual fund returns from Morningstar