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Fidelity Otc Portfolio Class K: (MF: FOCKX)

(NASDAQ Mutual Funds) As of Jun 5, 2026 05:37 PM ET

$30.49 USD

-1.63 (-5.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 14.24 5
3 months 11.65 1
6 months 14.34 10
1 Year 57.83 1
3 Year 31.98 1
5 Year 15.86 1
10 Year 21.68 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 2,800.45

Load Adjusted Returns as of Apr 30, 2026

1 Year 32.66
5 Year 13.23
10 Year 19.61
Since Inception 15.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.72 NA NA NA
2025 -11.20 16.19 12.47 5.43
2024 13.08 10.43 -0.34 8.16
2023 15.25 12.77 -3.34 13.76
2022 -11.34 -22.21 -4.42 2.98
2021 3.41 11.43 1.54 6.94

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.2422.3534.6342.91-32.1225.1546.9039.37-3.0738.753.23
% Total Return Rel to Index 0.614.139.6116.67-13.91-3.5328.507.881.3216.95-8.70
% Total Return Rel to Peer -0.059.6415.2419.92-12.423.0926.9910.953.7918.07-4.58
% Perf Quintile vs Peer* 3.001.001.001.005.003.001.001.002.001.004.00
% Dividends 0.000.000.000.010.000.000.010.000.000.000.00
% Yield 0.000.000.000.000.000.000.070.020.000.000.00
Capital Gains ($) 0.001.882.930.000.522.271.090.970.790.530.27
Expense Ratio 0.710.650.670.690.730.710.780.780.770.700.79

* 1 = Top 20%, 5 = Bottom 20%