Fidelity OTC benefits from a well-suited manager and a research team with strengths in key sectors. The strategy earns a Morningstar Analyst Rating of Bronze across all share classes.
Will FOCKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of FOCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.