Morningstar

Fidelity OTC Portfolio - Class K FOCKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 29.45  /  +0.17 %
  • Total Assets 47.2B
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 64%

USD | NAV as of Oct 07, 2026 | 1-Day Return as of Oct 07, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FOCKX

Will FOCKX outperform in the 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 FOCKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FOCKX 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 FOCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Thriving amid a bold but well-reasoned shift.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity OTC’s manager Chris Lin has topnotch skills that fit this strategy’s intrepid objective, driving High People and Above Average Process Pillar ratings.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FOCKX

More FOCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.60 6B
Technology

Apple Inc

11.13 5B
Technology

Alphabet Inc Class A

8.11 4B
Communication Services

Amazon.com Inc

7.57 3B
Consumer Cyclical

Microsoft Corp

6.94 3B
Technology

Alphabet Inc Class C

4.08 2B
Communication Services

Broadcom Inc

2.91 1B
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.66 1B
Technology

Micron Technology Inc

2.51 1B
Technology

Meta Platforms Inc Class A

2.08 945M
Communication Services

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