Fidelity OTC Portfolio - Class K
FOCKX
NASDAQ
| Weiss Ratings | FOCKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FOCKX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Christopher Lin (9) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FOCKX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity OTC Portfolio - Class K | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 09, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FOCKX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | FOCKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.40% | |||
| Asset Allocation | FOCKX-NASDAQ | Click to Compare |
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| Cash | 0.57% | |||
| Stock | 97.93% | |||
| U.S. Stock | 91.35% | |||
| Non-U.S. Stock | 6.58% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.50% | |||
| Price History | FOCKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.79% | |||
| 30-Day Total Return | -5.99% | |||
| 60-Day Total Return | 0.07% | |||
| 90-Day Total Return | 5.48% | |||
| Year to Date Total Return | 25.10% | |||
| 1-Year Total Return | 30.52% | |||
| 2-Year Total Return | 63.01% | |||
| 3-Year Total Return | 133.37% | |||
| 5-Year Total Return | 104.52% | |||
| Price | FOCKX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FOCKX-NASDAQ | Click to Compare |
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| Nav | $27.12 | |||
| 1-Month Low NAV | $27.12 | |||
| 1-Month High NAV | $29.45 | |||
| 52-Week Low NAV | $23.05 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $32.41 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FOCKX-NASDAQ | Click to Compare |
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| Beta | 1.29 | |||
| Standard Deviation | 18.42 | |||
| Balance Sheet | FOCKX-NASDAQ | Click to Compare |
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| Total Assets | 47.21B | |||
| Operating Ratios | FOCKX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.71% | |||
| Turnover Ratio | 64.00% | |||
| Performance | FOCKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 39.48% | |||
| Last Bear Market Total Return | -22.20% | |||