Fidelity OTC shows potential following a recent manager change, but it’s too soon to say how effectively its still-new leadership will steer it. Both the fund’s no-load and retirement share classes receive Morningstar Analyst Ratings of Neutral.
Will FOCPX 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 FOCPX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of FOCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.