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Fidelity OTC Portfolio (FOCPX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity OTC Portfolio (FOCPX) Fund

    Last Trade: $107.37 on 7/24/2017, Change: +0.64 (0.6%)

 

Graph of Fidelity OTC Portfolio Fund (FOCPX) ManagerFund Manager - Gavin Baker

Fund Manager Information

Fund Manager Tenure: 8.1 years
Similar Funds: FOCKX 
Fund Family: Fidelity Investments
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)

 

Graph of Fidelity OTC Portfolio Fund (FOCPX) ProfileFidelity OTC Portfolio Fund (FOCPX) Profile

Fund Profile and Description

Fidelity OTC Portfolio Fund seeks capital appreciation. Fidelity OTC Portfolio Fund normally invests primarily in common stocks and invests at least 80% of assets in securities principally traded on NASDAQ or an over-the-counter market, which has more small and medium-sized companies than other markets. It invests more than 25% of total assets in the technology sector and invests in domestic and foreign issuers. Fidelity OTC Portfolio Fund invests in either “growth” stocks or “value” stocks or both. It is non-diversified.

 

Fidelity OTC Portfolio (FOCPX) Fund Strength What we like about Fidelity OTC Portfolio (FOCPX) Fund

Data for Fidelity OTC Portfolio Fund (FOCPX) as of May 30, 2016

  • Fidelity OTC Portfolio Fund (FOCPX) management has been with Fidelity OTC Portfolio Fund for 8.1 years
  • Fidelity OTC Portfolio Fund (FOCPX) has good short-term performance (1-year return -0.93% vs -1.74% Large Growth category median performance)
  • Fidelity OTC Portfolio Fund (FOCPX) has good mid-term performance (3-year return 16.01% vs 10.74% Large Growth category median performance)
  • Fidelity OTC Portfolio Fund (FOCPX) has good Long-term performance (5-year return 12.58% vs 10.14% Large Growth category median performance)
  • Fidelity OTC Portfolio Fund (FOCPX) ratio of up-years vs down years is greater than 2
  • Fidelity OTC Portfolio Fund (FOCPX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity OTC Portfolio Fund (FOCPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity OTC Portfolio Fund (FOCPX) has a lower expense ratio than its Large Growth average: 0.83% vs 1.17%
  • Fidelity OTC Portfolio Fund (FOCPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity OTC Portfolio Fund (FOCPX) Weakness What we are cautious about Fidelity OTC Portfolio (FOCPX) Fund

Data for Fidelity OTC Portfolio Fund (FOCPX) as of May 30, 2016

  • Fidelity OTC Portfolio Fund (FOCPX) has an annual stock turnover rate of 66.00% that is higher than the Large Growth average of 50.46%. This could mean Fidelity OTC Portfolio is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity OTC Portfolio Fund (FOCPX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.53 that is higher than category average of 12.75
See Fidelity OTC Portfolio Fund (FOCPX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity OTC Portfolio Fund (FOCPX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity OTC Portfolio-3.86-0.9316.0112.58
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Fidelity OTC Portfolio Fund (FOCPX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Fidelity OTC Portfolio Fund (FOCPX) Net Asset TrackingFidelity OTC Portfolio (FOCPX) Fund Net Asset

Track net asset change of Fidelity OTC Portfolio fund (FOCPX)

DateNet Asset
05/2016$12.80B
03/2016$12.44B
02/2016$11.66B
More historic net asset information on Fidelity OTC Portfolio Fund (FOCPX)

  

Graph of Fidelity OTC Portfolio Fund (FOCPX) Portfolio TrackingFidelity OTC Portfolio (FOCPX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity OTC Portfolio fund (FOCPX)

DateCashStockBondOther
04/20160%98.91%0%0%
02/20160.09%99.91%0%0%
01/20160.44%99.56%0%0%
Click here to see more historic asset allocation information on Fidelity OTC Portfolio Fund (FOCPX)

 

graph of Fidelity OTC Portfolio Fund (FOCPX) Top 10 Position TrackingTop 10 Holdings in Fidelity OTC Portfolio (FOCPX) Fund

Discover what Fidelity OTC Portfolio Fund (FOCPX) manager is buying

Apr 29, 2016
Apple Inc. [5.76%]
Amazon.com, Inc. [5.63%]
Tesla Motors, Inc. [5.62%]
Alphabet Inc. [5.22%]
Activision Blizzard, Inc [4.24%]
Facebook, Inc. [4.17%]
Alphabet Inc. [3.69%]
NVIDIA Corporation [3.55%]
athenahealth, Inc. [2.6%]
Ubisoft Entertainment [2.42%]

Feb 28, 2016
Alphabet Inc. [5.52%]
Apple Inc. [5.48%]
Tesla Motors, Inc. [5.06%]
Amazon.com, Inc. [4.91%]
Facebook, Inc. [4.13%]
Activision Blizzard, Inc [4.1%]
Alphabet Inc. [3.91%]
NVIDIA Corporation [3.3%]
Microsoft Corporation [3.25%]
athenahealth, Inc. [2.65%]

Jan 30, 2016
Apple Inc. [5.42%]
Alphabet Inc. [5.11%]
Amazon.com, Inc. [4.54%]
Activision Blizzard, Inc [4.37%]
Facebook, Inc. [4.2%]
Alphabet Inc. [4.03%]
Microsoft Corporation [3.82%]
Tesla Motors, Inc. [3.42%]
NVIDIA Corporation [2.99%]
athenahealth, Inc. [2.81%]
Click here for Stock Holding Change Map in Fidelity OTC Portfolio Fund (FOCPX)

  

Latest News on Fidelity OTC Portfolio (FOCPX) Fund

See what is happening with Fidelity OTC Portfolio Fund (FOCPX)

 

Fidelity OTC Portfolio Fund (FOCPX) Related ResourcesSee more information on Fidelity OTC Portfolio (FOCPX) Fund

Popular pages on Fidelity OTC Portfolio (FOCPX) Fund

  

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