Fidelity Advisor OTC Fund - Class Z
FOTJX
NASDAQ
Weiss Ratings | FOTJX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | FOTJX-NASDAQ | Click to Compare |
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Provider | Fidelity Investments | |||
Manager/Tenure (Years) | Christopher Lin (7) | |||
Website | http://www.institutional.fidelity.com | |||
Fund Information | FOTJX-NASDAQ | Click to Compare |
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Fund Name | Fidelity Advisor OTC Fund - Class Z | |||
Category | Large Growth | |||
Sub-Category | US Equity Large Cap Growth | |||
Prospectus Objective | Growth | |||
Inception Date | Oct 08, 2024 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | FOTJX-NASDAQ | Click to Compare |
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Dividend Yield | -- | |||
Dividend | FOTJX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.72% | |||
Asset Allocation | FOTJX-NASDAQ | Click to Compare |
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Cash | 1.22% | |||
Stock | 95.45% | |||
U.S. Stock | 90.54% | |||
Non-U.S. Stock | 4.91% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 3.33% | |||
Price History | FOTJX-NASDAQ | Click to Compare |
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7-Day Total Return | 4.36% | |||
30-Day Total Return | 7.72% | |||
60-Day Total Return | 16.44% | |||
90-Day Total Return | 15.71% | |||
Year to Date Total Return | 2.75% | |||
1-Year Total Return | 10.78% | |||
2-Year Total Return | 53.91% | |||
3-Year Total Return | 92.47% | |||
5-Year Total Return | 124.28% | |||
Price | FOTJX-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 | FOTJX-NASDAQ | Click to Compare |
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Nav | $22.02 | |||
1-Month Low NAV | $20.44 | |||
1-Month High NAV | $22.02 | |||
52-Week Low NAV | $16.87 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $22.85 | |||
52-Week High Price (Date) | Dec 11, 2024 | |||
Beta / Standard Deviation | FOTJX-NASDAQ | Click to Compare |
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Beta | 0.91 | |||
Standard Deviation | 19.00 | |||
Balance Sheet | FOTJX-NASDAQ | Click to Compare |
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Total Assets | 29.47B | |||
Operating Ratios | FOTJX-NASDAQ | Click to Compare |
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Expense Ratio | 0.66% | |||
Turnover Ratio | 37.00% | |||
Performance | FOTJX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.25% | |||
Last Bear Market Total Return | -22.22% | |||