Fidelity® OTC Portfolio Dividend policy Suspended Price as of: MAR 14, 08:00 PM EDT $18.67 +0.21 +0% primary theme U.S. Large-Cap Growth Equity share class Retirement (FOCKX) No Load (FOCPX) Primary Retirement (FOCKX) FOCKX (Mutual Fund) Fidelity® OTC Portfolio Dividend policy Fidelity® OTC Portfolio mutual fund. The fund invests primarily in common stocks. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Saved settings are a quick way to catalogue and access your favourite indicators, overlays, and chart preferences for access later. View mutual fund news, mutual fund market and mutual fund interest rates. Cathie Wood has been on an absolute tear in recent years, but her unusual funds face unusual problems. USD. It normally invests at least 80% of assets in securities principally traded on NASDAQ® or an over-the-counter (OTC) market, which has more small and medium-sized companies than other markets. Fidelity® OTC Portfolio. investment, market cap and category. Currency. Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. View Historical Risk Statistics for Fidelity OTC Pt (FOCPX). Fidelity® OTC Portfolio Fund , FOCPX. Fidelity® OTC Portfolio Class K Fund , FOCKX. Learn more about FOCPX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. Volitility measures reflect the uncertainty or risk of change in a security`s value. United States. Find our live Fidelity® Otc Portfolio fund basic information. USD. United States. Fidelity OTC’s manager has settled in well, leading to an upgrade in its Morningstar Analyst Rating to Bronze from Neutral across share classes. See holdings data for Fidelity® OTC Portfolio (FOCPX). FOCPX +56.88%: Recently viewed. Fidelity® OTC Portfolio. Charles Schwab offers different types of funds with low expense ratios. Fidelity® OTC Portfolio + Add to watchlist. Find the latest Fidelity OTC Portfolio Class K (FOCKX) stock quote, history, news and other vital information to help you with your stock trading and investing. I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. Find the latest Fidelity OTC Pt (FOCPX) stock quote, history, news and other vital information to help you with your stock trading and investing. The fund invests more than 25% of total assets in the technology sector. The fund invests more than 25% of total assets in the technology sector. It normally invests at least 80% of assets in securities principally traded on NASDAQ® or an over-the-counter (OTC) market, which has more small and medium-sized companies than other markets. Want to invest but avoid backing morally questionable companies? Get the latest Fidelity® OTC Portfolio (FOCPX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions. Saved settings are a quick way to catalogue and access your favourite indicators, overlays, and chart preferences for access later. The Fidelity OTC Portfolio fund falls into Morningstar’s large-growth category. See Disclaimer. Learn more about how to better serve divorced clients and their financial needs. Inception Date. FOCPX. Investors who want to align their money and environmental ethics should consider green mutual funds. Fidelity® OTC Portfolio has an expense ratio of 0.87 percent. Learn more about mutual funds at fidelity.com. May 09, 2008. The portfolio invests at least 80% of its assets in stocks trading on the Nasdaq exchange, meaning it leans heavily towards technology and healthcare companies, sectors where … Fidelity OTC Portfolio invests in "dynamic growth companies" — including many market-leading tech stocks — that it believes have above-average growth potential and sustainable business models. Asset Allocation Top Instruments Asset Allocation Top Sectors Our standpoint towards predicting the volatility of a fund is to use all available market data together with fund specific technical indicators that cannot be diversified away. Analyze the Fund Fidelity ® OTC K6 Portfolio having Symbol FOKFX for type workplacefunds and perform research on other mutual funds. Fidelity OTC Portfolio made its debut in December of 1984, and since then, FOCPX has accumulated about $12.92 billion in assets, per the most up-to-date date available. See fees data for Fidelity® OTC Portfolio (FOCPX). FOCPX +56.88%: Recently viewed. Sonu Kalra and Christopher Lin were named co-managers in September 2017, replacing longtime manager Gavin Baker. The fund invests more than 25% of total assets in the technology sector. Saved settings. 800-835-5092. For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Paulina Likos and Coryanne HicksApril 30, 2021, Coryanne Hicks, Paulina Likos and Dawn ReissApril 26, 2021, Paulina Likos and Matt WhittakerApril 6, 2021, Paulina Likos and Ellen ChangMarch 30, 2021, Matt Whittaker and Barbara FriedbergMarch 25, 2021, Paulina Likos and Debbie CarlsonMarch 23, 2021, Paulina Likos and Debbie CarlsonMarch 12, 2021, Paulina Likos and Barbara FriedbergMarch 5, 2021, Debbie Carlson and Coryanne HicksMarch 1, 2021. Terms of Service apply. Fidelity OTC Portfolio (ticker: FOCPX) The Fidelity OTC fund invests at least 80% of its portfolio in … This straightforward concept can have an outsized impact on your investment returns. Since Fidelity OTC Portfolio made its debut in December of 1984, FOCPX has garnered more than $15.68 billion in assets. Currency. Domiciled Country. These funds fit investors who want a simple approach and leave the management to a pro. There are no suggestions available in this category. Retirement. Fund data provided by Xignite and Morningstar. Boston, MA 02109. Fidelity OTC Portfolio | historical charts and prices, financials, and today’s real-time FOCPX stock price. Get the latest Fidelity® OTC Portfolio (FOCPX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions. The Fidelity OTC Portfolio K made its debut in May of 2008 and FOCKX has managed to accumulate roughly $7.27 billion in assets, as of the most recently available information. Fidelity is based in Boston, MA, and is the manager of FOCPX. The fund invests primarily in common stocks. ETFs are more tax efficient, and investors can buy just one share. Share Class. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Quotes delayed at least 15 minutes. These funds could be for you. Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. Fees, advisors and investment types should all factor into your choice of a brokerage firm. Christopher Lin Fund Description. Add to watchlist. Manager. See fund information and historical performance for the Fidelity OTC Portfolio. USD | NAV as of Apr 30, 2021 | 1-Day Return as of Apr 30, 2021, 9:46 PM GMT+00:00. Manager. Shares Outstanding. The fund’s focus on these higher-growth stocks can subject shareholders to increased levels of risk and price volatility. N/A. View as PDF. California Do Not Sell My Personal Information Request. Learn How to Read a Morningstar Analyst Report. View the latest Fidelity OTC Portfolio (FOCPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Global indices. Asset Allocation Top Instruments Asset Allocation Top Sectors Fidelity® OTC Portfolio. Portfolio Manager Fund Facts Trading Symbol: FOCPX Start Date: December 31, 1984 Size (in millions): $26,934.13 Investment Approach •Fidelity® OTC Portfolio invests primarily in dynamic growth companies listed on the Nasdaq stock exchange. This site is protected by reCAPTCHA and the Google 04/23/2021 12:00 AM NAV. Fidelity(R) OTC Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. The technology sector can be significantly impacted by an obsolescence of existing technology, competition from new markets and general economic conditions. Actions. We consider Fidelity OTC very steady. Fidelity® OTC Portfolio Investment Approach FUND INFORMATION •Fidelity® OTC Portfolio invests primarily in dynamic growth companies listed on the Nasdaq stock exchange. Share Class. Valuations in the sector remain cheaper in some instances compared with the U.S. Dec 31, 1984. Peers. Privacy Policy and Depending on your needs, Vanguard and Fidelity offer many options for investors. Christopher Lin Fund Description. Add to watchlist; Add to portfolio; Price (USD) 19.26; Today's Change 0.31 / 1.64%; 1 Year change +55.07%; Data delayed at least 15 minutes, as of Apr 23 2021. Learn more about mutual funds at fidelity.com. Get instant access to a free live streaming chart of the Fidelity® Otc Portfolio fund. Fidelity OTC Portfolio Class K. Fidelity Securities Fund. The fund invests primarily in common stocks. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Is it better to have taxable accounts or tax-deferred accounts? Fidelity® OTC Portfolio. While all investments carry risk, diversified ETFs can outperform in the long term. Fidelity® OTC Portfolio + Add to watchlist. Peers. Fidelity OTC Portfolio seeks capital appreciation by investing in securities principally traded on NASDAQ or another over-the-counter market, which has more small and … 02/01/21-6:00AM EST Zacks 3 Top-Ranked Mutual Funds for Your Retirement - … The Fidelity OTC Portfolio made its debut in December of 1984 and FOCPX has managed to accumulate roughly $19.74 billion in … 19.77 0.16 0.82%. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Inception Date. Unlock our full analysis with Morningstar Premium. Is Fidelity OTC Portfolio (FOCPX) a Strong Mutual Fund Pick Right Now? Performance Review. United States. The $22.1 billion Fidelity OTC portfolio is going back to single manager oversight.. View the latest quote, returns and news for Fidelity OTC Portfolio (FOCPX). Management Information. FOCKX | A complete Fidelity OTC Portfolio;K mutual fund overview by MarketWatch. Fidelity® OTC Portfolio. The Fidelity OTC Portfolio made its debut in December of 1984 and FOCPX has managed to accumulate roughly $19.74 billion in assets, as of the most recently available information. Fund Family Name. The fund invests primarily in common stocks. The fund seeks above-average growth with its focus on over-the-counter and Nasdaq stocks, and its emphasis on the technology sector. Learn more about FOCPX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. Shares Outstanding. 04/28/2021 12:00 AM NAV. Fidelity Investments. Emerging markets offer the potential of long-term gains for investors. FOCKX | A complete Fidelity OTC Portfolio;K mutual fund overview by MarketWatch. The Fidelity OTC Portfolio fund falls into Morningstar’s large-growth category. Since Fidelity OTC Portfolio made its debut in December of 1984, FOCPX has garnered more than $15.68 billion in assets. Market data provided by Xignite. The investment seeks capital appreciation. U.S. News evaluated 1,236 Large Growth Funds. Barron's provides information on holdings, historical returns and other key fund data. N/A. A high-level overview of Fidelity® OTC Portfolio No Load (FOCPX) stock. The fund invests primarily in common stocks. Fidelity OTC Portfolio secures Sharpe Ratio (or Efficiency) of 0.0747, which denotes the fund had 0.0747% of return per unit of risk over the last 3 months. Fidelity Investments. The Parent Pillar is our rating of FOCPX’s parent organization’s priorities and whether they’re in line with investors’ interests. N/A. The Fidelity OTC fund invests at least 80% of its portfolio in stocks trading on the Nasdaq stock exchange or over-the-counter markets. Portfolio turnover is a measure of the portfolio manager’s trading activity which is computed by taking the lesser of purchases or sales (excluding all Research information including asset allocation, sector weightings and top holdings for Fidelity® OTC Portfolio. Fidelity Investments. As a fast-growing investing theme, ESG faces some challenges but has a lot of opportunity. Actions. Saved settings. Check out our mutual fund lineup. Here's what you need to know. Presets Presets. Fidelity® OTC Portfolio - The investment seeks capital appreciation. Fidelity ® OTC Portfolio: Quarterly Fund Review. Kalra and Lin are both Fidelity veterans who manage other funds for the company. Share Class. MARCH 31, 2021. Christopher Lin Fund Description. We answer all your questions, from what a dividend is to how to find the best dividend stocks. •Our investment approach focuses on companies we believe have above-average earnings growth potential with sustainable business models, for which the market has mispriced the rate FOCPX Dividend policy Suspended Price as of: APR 22, 08:00 PM EDT $19.26 +0.31 +0% primary theme U.S. Large-Cap Growth Equity share class No Load (FOCPX) No Load (FOCPX) Primary Retirement (FOCKX) FOCPX (Mutual Fund) Fidelity® OTC Portfolio Global indices. The fund has returned 57.48 percent over the past year, 24.24 percent over the past three years, 27.90 percent over the past five years and 18.90 percent over the past decade. Add to watchlist. over $20,000,000,000.00 in assets... enough said. Check out our mutual fund lineup. Shares Outstanding. Fidelity® OTC Portfolio. FOCPX. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. 19.77 0.02 0.10%. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Learn more about mutual funds at fidelity… From how they work to how to invest, this guide will teach you all you need to know about mutual funds. Hedge funds invest in riskier investments with more leverage but can produce higher returns. Christopher Lin, Lead Manager since September 17, 2017. Fund Family Name. Typically, more than 25 percent of the fund will be invested in the technology sector. Currency. View mutual fund news, mutual fund market and mutual fund interest rates. 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