Nasdaq - Delayed Quote • USD
Fidelity OTC Portfolio (FOCPX)
At close: 8:01 PM EDT
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 | 62.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 30 |
| Number of Years Down | 9 |
Performance & Risk
| YTD Return | 22.85% |
| 5y Average Return | 19.97% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FOCPX | Category Average | FOCPX | Category Average | FOCPX | Category Average | |
| Alpha | -0.34 | 0.03 | 3.49 | 0.04 | 3.56 | 0.01 |
| BETA | 1.1 | 0.01 | 1.07 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0.92 | 0.02 | 1.74 | 0.02 | 1.5 | 0.01 |
| R-squared | 87.3 | 0.89 | 87.83 | 0.87 | 83.81 | 0.87 |
| Standard Deviation | 20.92 | 0.2 | 20.8 | 0.16 | 18.6 | 0.15 |
| Sharpe Ratio | 0.38 | 0.01 | 0.9 | 0.01 | 0.89 | 0.01 |
| Treynor Ratio | 5.52 | 0.21 | 17.01 | 0.21 | 14.4 | 0.15 |
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