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 FOCPX
- NAV / 1-Day Return 29.61 / −5.07 %
- Total Assets 44.7B
-
Adj. Expense Ratio
0.730%
- Expense Ratio 0.730%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 53%
USD | NAV as of Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 1:33 AM GMT+0
Morningstar’s Analysis FOCPX
Will FOCPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 64.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.65 | 6B | Technology |
Alphabet Inc Class A | 10.09 | 4B | Communication Services |
Apple Inc | 9.47 | 4B | Technology |
Amazon.com Inc | 6.47 | 3B | Consumer Cyclical |
Microsoft Corp | 5.45 | 2B | Technology |
Alphabet Inc Class C | 4.80 | 2B | Communication Services |
SpaceX | 4.72 | 2B | — |
Meta Platforms Inc Class A | 3.64 | 1B | Communication Services |
Broadcom Inc | 2.86 | 1B | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.86 | 1B | Technology |
United States