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Fidelity Otc Portfolio (FOCPX)

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21.90 +0.36    +1.67%
03/01 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Underlying:  NQ Composite TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 24.05B
Fidelity OTC 21.90 +0.36 +1.67%

Fidelity Otc Portfolio Overview

 
Find basic information about the Fidelity Otc Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FOCPX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US3163891050)
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Rating
1-Year Change23.38%
Prev. Close21.54
Risk Rating
TTM Yield0.04%
ROE40.11%
IssuerFidelity Investments
Turnover37%
ROA22.89%
Inception DateDec 31, 1984
Total Assets24.05B
Expenses0.75%
Min. Investment2,500
Market Cap727.1B
CategoryLarge Growth
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Fidelity Otc Portfolio News


UBS's Marcelli: AI rally is far from over
UBS's Marcelli: AI rally is far from over By Investing.com - Jan 03, 2025 3

Investing.com -- The AI-driven rally in tech stocks is poised to continue in 2025, according to UBS analysts, despite recent gains that pushed the NASDAQ Composite to record...

US equity inflows cool on higher bond yields
US equity inflows cool on higher bond yields By Reuters - Jan 03, 2025

(Reuters) - Inflows into U.S. equity funds fell sharply in the week through Jan. 1 hit by rising Treasury yields and year-end profit- taking, along with concerns about a slower...

Fidelity Otc Portfolio Analysis


Charles Hugh Smith
The Core Skill for Investors Going Forward: Frugality By Charles Hugh Smith - Dec 20, 2024 4

Speaking of lean years, it took the NASDAQ stock market index almost 17 years to recover its March 2000 high of 5,048. The core skill going forward--frugality--is largely a...

Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1310 1076 1373 1274 2418 4940
Fund Return 30.97% 7.61% 37.28% 8.41% 19.31% 17.32%
Place in category 513 693 490 435 102 27
% in Category 50 63 46 48 14 6

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 619.45B 28.05 11.42 13.34
  Fidelity Contrafund 140.4B 37.26 11.61 15.33
  Fidelity Contrafund K 12.59B 37.40 11.71 15.44
  Fidelity Total Market Index Instl b 104.68B 27.73 10.41 12.84
  Fidelity Blue Chip Growth 67.04B 37.89 9.30 17.88

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.44B 30.62 7.78 13.76
  Fidelity Contrafund K 12.59B 37.40 11.71 15.44
  Fidelity Contrafund 140.4B 37.26 11.61 15.33
  Vanguard Growth Index Adm 89.13B 32.05 9.66 15.58
  JPMorgan Large Cap Growth R6 68.63B 34.70 11.07 17.87

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 15.07 243.36 -0.20%
  NVIDIA US67066G1040 11.51 144.47 +4.45%
  Microsoft US5949181045 9.23 423.35 +1.14%
  Amazon.com US0231351067 8.11 224.19 +1.80%
  Meta Platforms US30303M1027 5.83 604.63 +0.90%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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FOCPX Comments

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tee harris
tee harris Dec 03, 2020 11:35PM ET
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1st round draft pick
Pin The Tail Productions
Pin The Tail Productions Feb 24, 2018 8:21AM ET
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This is a great pick!
 
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