Nasdaq - Delayed Quote USD
Fidelity OTC K (FOCKX)
18.45
-0.83
(-4.30%)
As of 8:09:13 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 46.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -12.52% |
| 5y Average Return | 18.17% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FOCKX | Category Average | FOCKX | Category Average | FOCKX | Category Average | |
| Alpha | 0.4 | 0.03 | -0.26 | 0.04 | 2.32 | 0.01 |
| BETA | 1.09 | 0.01 | 1.12 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.92 | 0.02 | 1.69 | 0.02 | 1.39 | 0.01 |
| R-squared | 84.29 | 0.89 | 85.12 | 0.87 | 82.37 | 0.87 |
| Standard Deviation | 20.56 | 0.2 | 20.64 | 0.16 | 18.92 | 0.15 |
| Sharpe Ratio | 0.32 | 0.01 | 0.85 | 0.01 | 0.78 | 0.01 |
| Treynor Ratio | 4.37 | 0.21 | 15.11 | 0.21 | 12.46 | 0.15 |
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