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Fidelity Otc Pt: (MF: FOCPX)

(NASDAQ Mutual Funds) As of Jun 24, 2026 05:21 PM ET

$29.81 USD

-0.12 (-0.40%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 25.57 1
3 months 24.39 1
6 months 26.95 1
1 Year 61.02 1
3 Year 33.79 1
5 Year 18.23 1
10 Year 22.09 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 158.65
Bear Market (10/07 - 2/09) -53.58
Bull Market (2/09 - 3/21) 3,030.33

Load Adjusted Returns as of May 31, 2026

1 Year 25.64
5 Year 11.93
10 Year 18.86
Since Inception 14.39

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.78 NA NA NA
2025 -11.22 16.15 12.46 5.46
2024 13.12 10.39 -0.33 8.15
2023 15.12 12.79 -3.36 13.66
2022 -11.37 -22.22 -4.37 2.97
2021 3.42 11.36 1.57 6.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return 25.5722.3134.6142.63-32.1225.0346.7639.21-3.1838.593.10
% Total Return Rel to Index 14.314.099.5916.39-13.92-3.6428.367.721.2016.79-8.82
% Total Return Rel to Peer 16.589.5915.2219.63-12.422.9726.8410.793.6717.91-4.71
% Perf Quintile vs Peer* 1.001.001.001.005.003.001.001.002.001.004.00
% Dividends 0.000.000.000.010.000.000.010.000.000.000.00
% Yield 0.000.000.000.000.000.000.030.000.000.000.00
Capital Gains ($) 0.001.892.920.000.522.261.080.970.790.530.27
Expense Ratio 0.780.730.750.780.810.800.870.880.880.810.90

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