Morningstar

Fidelity OTC Portfolio - Class K FOCKX

Medalist Rating as of Jul 27, 2026 See Fidelity Investment Hub

Will FOCKX outperform in the future?

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

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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 Jul 27, 2026 Published on Jul 27, 2026

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