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Fidelity Otc Pt: (MF: FOCPX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$20.60 USD
+0.09 (0.44%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 1984 and is managed by Fidelity Group. The objective of this fund is to seek capital appreciation. The fund normally invests in common stock. The fund invests at least 80% of assets in securities principally traded on NASDAQ or another over-the-counter (OTC) market, which has more small and medium-sized companies than other markets. It invests more than 25% of total assets in the technology sector. The fund invests in foreign and domestic stock. The fund offers dividends and capital gains in September and December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Fidelity OTC Portfolio | FOCPX | NA | NA | 0.00 | 0.00 | 0.73 | 0.69 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Fidelity OTC Portfolio | FOCPX | 20.60 | 12/31/1984 | 0.00 | 9.38 | 14.26 | 16.24 |
| Fidelity OTC Portfolio K | FOCKX | 19.83 | 5/15/2008 | 0.00 | 9.47 | 14.35 | 16.34 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Fidelity OTC Portfolio | FOCPX | 0 | 0 | 0 | S |
Contact Information
| Family | Fidelity |
| Address | 82 Devonshire St Boston, MA 02109 |
| Phone | 800 544-6666 |