Fidelity OTC Portfolio (FOCPX)
Fidelity OTC Portfolio operates in the Asset Management industry of the Financial Services sector, headquartered in Boston, MA, US. The stock last traded at $27.84, up 0.51% on the session, giving a market capitalisation of $43.77B. Its beta of 1.23 implies it has historically moved more than the broad market.
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.
Fidelity OTC Portfolio is most often compared with the following Financial Services names: