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Morningstar

Fidelity® OTC FOCPX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 17.56  /  0.11 %
  • Total Assets 23.0 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 15%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:14 PM GMT+0

Morningstar’s Analysis FOCPX

Will FOCPX outperform in future?

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

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 Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FOCPX

More FOCPX Holdings
  • Current Portfolio Date
  • Equity Holdings 148
  • Bond Holdings 0
  • Other Holdings 25
  • % Assets in Top 10 Holdings 58.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

12.00
2,808,816,473
Technology

Microsoft Corp

11.76
2,751,488,442
Technology

Amazon.com Inc

7.93
1,855,721,023
Consumer Cyclical

Alphabet Inc Class A

6.85
1,603,089,176
Communication Services

NVIDIA Corp

5.25
1,229,562,309
Technology

Meta Platforms Inc Class A

4.61
1,078,807,337
Communication Services

Alphabet Inc Class C

3.42
800,184,597
Communication Services

Marvell Technology Inc

2.38
556,809,273
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.30
537,779,955
Technology

Comcast Corp Class A

1.79
419,937,001
Communication Services