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Fidelity® OTC K FOCKX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 18.00  /  0.50 %
  • Total Assets 25.1 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 15%

Morningstar’s Analysis FOCKX

Will FOCKX outperform in future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FOCKX

  • Current Portfolio Date
  • Equity Holdings 144
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 59.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
12.80
2,946,336,523
Technology
12.17
2,801,597,974
Technology
8.44
1,942,872,175
Consumer Cyclical
6.60
1,520,031,369
Communication Services
5.01
1,152,705,831
Technology
4.73
1,089,756,555
Communication Services
3.30
760,433,295
Communication Services
2.11
485,729,427
Technology
1.82
420,035,368
Communication Services