Fidelity Otc Portfolio Fund Quote
| FOCKX Fund | USD 23.06 0.15 0.65% |
Performance2 of 100
| Odds Of DistressLess than 23
|
Fidelity Otc is trading at 23.06 as of the 11th of December 2024; that is 0.65 percent decrease since the beginning of the trading day. The fund's open price was 23.21. Fidelity Otc has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 11th of November 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests primarily in common stocks. It normally invests at least 80 percent of assets in securities principally traded on NASDAQ or an over-the-counter market, which has more small and medium-sized companies than other markets. The fund invests more than 25 percent of total assets in the technology sector. More on Fidelity Otc Portfolio
Moving together with Fidelity Mutual Fund
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Large Growth, Fidelity Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Otc Portfolio [FOCKX] is traded in USA and was established 11th of December 2024. Fidelity Otc is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 22.04 B in assets under management (AUM) with no minimum investment requirementsFidelity Otc Portfolio is currently producing year-to-date (YTD) return of 37.66% with the current yeild of 0.0%, while the total return for the last 3 years was 10.97%.
Check Fidelity Otc Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Otc Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Otc Portfolio Mutual Fund Constituents
| DLTR | Dollar Tree | Stock | Consumer Staples | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Fidelity Otc Portfolio Risk Profiles
| Mean Deviation | 0.8453 | |||
| Semi Deviation | 2.0 | |||
| Standard Deviation | 1.55 | |||
| Variance | 2.41 |
Fidelity Otc Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Otc financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Otc security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |