Nasdaq - Delayed Quote
USD
Fidelity OTC (FOCPX)
24.64
-1.25
(-4.83%)
At close: 8:10:14 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 20.86% |
|---|---|
| 5y Average Return | 13.80% |
| Number of Years Up | 32 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Nov 3, 2026) | 46.79% |
| Worst 1Y Total Return (Nov 3, 2026) | -- |
| Best 3Y Total Return | 46.79% |
| Worst 3Y Total Return | 6.58% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FOCPX
Category
- YTD
- 21.10%
- 0.00%
- 1-Month
- -8.34%
- 0.00%
- 3-Month
- 1.25%
- 0.00%
- 1-Year
- 21.21%
- 0.00%
- 3-Year
- 31.87%
- 0.00%
- 5-Year
- 14.08%
- 0.00%
- 10-Year
- 21.07%
- 0.00%
- Last Bull Market
- 39.43%
- 0.00%
- Last Bear Market
- -22.22%
- 0.00%
Annual Total Return (%) History
Year
FOCPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.79% | 32.96% | 3.27% | -- |
|
2025
|
-11.22% | 16.16% | 12.45% | 5.47% |
|
2024
|
13.12% | 10.39% | -0.33% | 8.15% |
|
2023
|
15.12% | 12.80% | -3.36% | 13.67% |
|
2022
|
-11.38% | -22.22% | -4.37% | 2.97% |
|
2021
|
3.42% | 11.37% | 1.58% | 6.87% |
|
2020
|
-13.53% | 30.92% | 14.04% | 13.70% |
|
2019
|
17.29% | 4.03% | 0.65% | 13.37% |
|
2018
|
3.03% | 9.03% | 7.56% | -19.90% |
|
2017
|
13.01% | 9.30% | 5.83% | 6.02% |
Rank in Category (By Total Return)
| YTD | 2 |
| 1-Month | 89 |
|---|---|
| 3-Month | 19 |
| 1-Year | 2 |
| 3-Year | 5 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | 21.21% |
| 3-Year | 31.87% |
|---|---|
| 5-Year | 14.08% |
| 10-Year | 21.07% |
Performance & Risk
| YTD Return | 20.86% |
| 5y Average Return | 13.80% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Fidelity Investments |
| Net Assets | 43.34B |
| YTD Return | 21.10% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 09, 2008 |
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. 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.
