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Fidelity Otc Pt: (MF: FOCPX)
(NASDAQ Mutual Funds) As of Sep 22, 2025 08:00 PM ET
$24.07 USD
+0.20 (0.84%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund primarily invests in common stocks, typically allocating at least 80% of its assets to securities traded on NASDAQ or in the over-the-counter (OTC) market, which tends to feature a higher concentration of small and medium-sized companies. A significant portion, over 25% of total assets, is dedicated to the technology sector. The fund may invest in both domestic and foreign issuers and can include a mix of growth and value stocks. Investment selections are made through fundamental analysis, considering factors such as the financial condition of issuers, their industry positioning, and prevailing market and economic conditions.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Fidelity OTC Portfolio | FOCPX | NA | NA | 0.00 | 0.00 | 0.73 | 0.69 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Fidelity OTC Portfolio | FOCPX | 24.07 | 12/31/1984 | 0.00 | 21.27 | 25.35 | 13.98 |
| Fidelity OTC Portfolio K | FOCKX | 24.06 | 5/15/2008 | 0.00 | 21.33 | 25.46 | 14.08 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |