Morningstar

Fidelity OTC K6 Portfolio FOKFX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $32.99  /  +0.06 %
  • Fund Size $4.0B
  • Adjusted Expense Ratio 0.500%
  • Net Expense Ratio 0.500%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis FOKFX

Will FOKFX outperform in the 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 FOKFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Thriving amid a bold but well-reasoned shift.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity OTC’s manager Chris Lin has topnotch skills that fit this strategy’s intrepid objective, driving High People and Above Average Process Pillar ratings.

by Todd Trubey
Rated on Published on

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Portfolio Holdings FOKFX

More FOKFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.13 542M
Technology

Apple Inc

11.56 444M
Technology

Alphabet Inc Class A

8.52 327M
Communication Services

Amazon.com Inc

7.86 302M
Consumer Cyclical

Microsoft Corp

7.21 277M
Technology

Alphabet Inc Class C

4.29 164M
Communication Services

Broadcom Inc

3.02 116M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.76 106M
Technology

Micron Technology Inc

2.63 101M
Technology

Meta Platforms Inc Class A

2.16 83M
Communication Services

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