Fidelity OTC Portfolio (FOCPX) Research
This investment portfolio predominantly allocates its capital to equity shares. Typically, at least 80% of its holdings are concentrated in securities principally listed on the NASDAQ exchange or within the over-the-counter (OTC) market, which are recognized for featuring a higher proportion of smaller and mid-sized companies. More than a quarter of its total assets are dedicated to the technology sector. The fund seeks investment opportunities from both domestically based and international issuers. Its strategy permits investment in growth stocks, value stocks, or a combination of both. Importantly, this fund operates without a diversified structure.
Market snapshot
- Symbol
- FOCPX
- Price
- $31.45
- Day change
- +2.04%
- Market cap
- $45.6B
- 52-week range
- 21.21-31.47
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- DFA Emerging Markets Core Equity Portfolio (DFCEX)
- DFA U.S. Core Equity 1 Portfolio (DFEOX)
- DFA International Core Equity Portfolio (DFIEX)
- DFA U.S. Core Equity 2 Portfolio (DFQTX)
- Strategic Advisers Fidelity Em Mkts (FGOMX)
- Franklin DynaTech A (FKDNX)
- Principal MidCap A (PEMGX)
- American Funds 2055 Trgt Date Retire R6 (RFKTX)
Open Fidelity OTC Portfolio (FOCPX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.