Fidelity OTC Portfolio (FOCKX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Fidelity OTC Portfolio
Boston, MA 02109
82 Devonshire Street
Fidelity Securities Fund
Management Information
,Lead Manager since September 17, 2017
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.
Fund Overview
CategoryLarge Growth
Fund FamilyFidelity Investments
Net Assets29.15B
YTD Return13.09%
Yield0.08%
Morningstar Rating★★★★★
Inception DateMay 8, 2008
Fund Operations
Last Dividend0.02
Last Cap Gain52.00
Holdings Turnover15.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFOCKXCategory Average
Annual Report Expense Ratio (net)0.61%0.99%
Prospectus Net Expense Ratio0.61%N/A
Prospectus Gross Expense Ratio0.61%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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