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Fidelity Otc Portfolio - Class K (FOCKX)

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22.63 -0.64    -2.75%
13/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Underlying:  NQ Composite TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.22B
Fidelity OTC K 22.63 -0.64 -2.75%

FOCKX Overview

 
Find basic information about the Fidelity Otc Portfolio - Class K 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 FOCKX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.99%
Prev. Close23.27
Risk Rating
TTM Yield0.07%
ROE40.11%
IssuerFidelity Investments
Turnover37%
ROA22.89%
Inception Date39577
Total Assets8.22B
Expenses0.67%
Min. InvestmentN/A
Market Cap727.1B
CategoryLarge Growth
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Fidelity Otc Portfolio - Class K News


Fidelity Otc Portfolio - Class K Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1310 1076 1374 1278 2429 4989
Fund Return 31.02% 7.62% 37.37% 8.51% 19.42% 17.44%
Place in category 507 691 482 418 95 25
% in Category 49 63 46 47 14 5

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Fidelity Total Market Index Instl b 107.41B 27.73 10.41 12.84
  Fidelity Blue Chip Growth 66.2B 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 158.17B 30.62 7.78 13.76
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Vanguard Growth Index Adm 89.13B 32.05 9.66 15.58
  JPMorgan Large Cap Growth R6 69.14B 34.70 11.07 17.87

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 15.07 249.22 +0.44%
  NVIDIA US67066G1040 11.51 131.75 -1.86%
  Microsoft US5949181045 9.23 447.09 -0.04%
  Amazon.com US0231351067 8.11 230.13 +1.17%
  Meta Platforms US30303M1027 5.83 622.62 +0.45%

Technical Summary

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