FOCPX – Fund Analysis – Fidelity OTC | Morningstar

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Will FOCPX outperform in 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 FOCPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

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.

by Todd Trubey

Rated on Oct 3, 2023 Published on Oct 3, 2023

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