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Fidelity OTC Portfolio (FOCPX)

19.89 -0.14 (-0.70%)
As of 8:06 AM EDT. Market Open.

Fund Summary

The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities principally traded on NASDAQ® or an over-the-counter (OTC) market, which has more small and medium-sized companies than other markets. The fund invests more than 25% of total assets in the technology sector. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It is non-diversified.

Fidelity OTC Portfolio

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Large Growth
Fund Family Fidelity Investments
Net Assets 29.15B
YTD Return 13.12%
Yield 0.05%
Morningstar Rating
Inception Date May 09, 2008

Fund Operations

Last Dividend 0.01
Last Cap Gain 52.00
Holdings Turnover 15.00%
Average for Category --

Fees & Expenses

Expense FOCPX Category Average
Annual Report Expense Ratio (net) 0.61% 0.99%
Prospectus Net Expense Ratio 0.61% --
Prospectus Gross Expense Ratio 0.61% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Christopher Lin is portfolio manager of Computers Portfolio, which he has managed since January 2013. Since joining Fidelity Investments in 2003, Mr. Lin has worked as a research analyst and portfolio manager.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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