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Morningstar

Fidelity OTC FOCPX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 23.69  /  +1.02 %
  • Total Assets 31.8 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.04%
  • Turnover 15%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FOCPX

Will FOCPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FOCPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FOCPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FOCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Bold positioning tempered with restraint.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity OTC’s edge comes from the manager’s investing background and the intellectual superstructure he uses to put knowledge into action.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FOCPX

More FOCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.35 3.4 Bil
Technology

NVIDIA Corp

10.79 3.2 Bil
Technology

Apple Inc

10.21 3.1 Bil
Technology

Amazon.com Inc

8.22 2.5 Bil
Consumer Cyclical

Alphabet Inc Class A

7.22 2.2 Bil
Communication Services

Meta Platforms Inc Class A

6.05 1.8 Bil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.23 968.8 Mil
Technology

Alphabet Inc Class C

3.06 915.6 Mil
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ASML Holding NV ADR

2.48 742.6 Mil
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Marvell Technology Inc

2.36 707.8 Mil
Technology