Investing in Fidelity OTC means trusting solo manager Chris Lin, and that’s sensible. Lin’s topnotch skills and Fidelity’s great support drive a People Pillar rating upgrade to High from Above Average alongside a continued Above Average Process Pillar rating.
Fidelity OTC Portfolio - Class K FOCKX
- NAV / 1-Day Return 31.52 / −0.28 %
- Total Assets 45.7B
-
Adj. Expense Ratio
0.650%
- Expense Ratio 0.650%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 53%
USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 4:51 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 61.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.05 | 6B | Technology |
Apple Inc | 9.73 | 4B | Technology |
Alphabet Inc Class A | 9.01 | 4B | Communication Services |
Amazon.com Inc | 5.91 | 3B | Consumer Cyclical |
Microsoft Corp | 5.44 | 2B | Technology |
SpaceX | 4.45 | 2B | — |
Alphabet Inc Class C | 4.23 | 2B | Communication Services |
Micron Technology Inc | 3.52 | 2B | Technology |
Broadcom Inc | 3.13 | 1B | Technology |
Meta Platforms Inc Class A | 2.81 | 1B | Communication Services |
United States