Fidelity otc portfolio distributions. risks, charges, and expenses.

Fidelity otc portfolio distributions 50300: 0. Improve outcomes and plan performance. Allocation. 73% Dividend Distribution Analysis. 4 days ago · Analyze the Fund Fidelity ® Select Software and IT Services Portfolio having Symbol FSCSX for type mutual-funds and perform research on other mutual funds. 05% 26. Have your client read it carefully Feb 12, 2014 · FOCPX - Fidelity OTC Portfolio Basic Chart, Quote and financial news from the leading provider and award-winning BigCharts. Fidelity OTC has a portfolio turnover rate of 37%, indicating that holds its assets around 0. Close. Overview; Holdings; Dividends; History; Chart; FOCKX Dividend Information. Capital gains distributions are the net gains realized from the sale of fund securities. The dividend is paid every six months and Find actionable allocation ideas in our recurring Portfolio Insights report, updated quarterly based on data from ~12K portfolio reviews. 01 0. Every quarter, Fidelity managers review the performance of more than 100 Fidelity mutual funds. Date Amount Type; Dec 13, 2024 $0. Find the latest Fidelity OTC (FOCPX) stock quote, history, news and other vital information to help you with your stock trading and investing. Oct 1, 2024 · FOCPX - Fidelity OTC - Review the FOCPX stock price, growth, In the five years between Lin’s start as solo portfolio manager on Oct. 75%; Data delayed at least 15 minutes, as of Feb 28 2025. N/A. 07 B Custodian Get the latest OTCM - OTC MARKETS GROUP INC quote information including top holdings and analyst ratings. Get the lastest Fund Performance for Fidelity OTC K6 Portfolio from Zacks Investment Research Mar 6, 2025 · See Fidelity OTC Portfolio No Load (FOCPX) history of stock splits. 00 / 0. • Class I is available only to eligible investors as described in the fund’s prospectus. The estimates "as of" September 30 are estimates Analyze the Fund Fidelity ® OTC K6 Portfolio having Symbol FOKFX for type mutual-funds and perform research on other mutual funds. T. 50% ) USD | Mar 12 2025 Real time Fidelity Securities Fund - Fidelity OTC Portfolio (FOCPX) stock price quote, stock graph, news & analysis. 3% primary theme U. 47% View Top Holdings and Key Holding Information for Fidelity OTC (FOCPX). Get the latest Fidelity OTC Portfolio - Class K (FOCKX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment 2 days ago · FOCKX | A complete Fidelity OTC Portfolio;K mutual fund overview by MarketWatch. Lin has worked as a research analyst and Jan 22, 2025 · •Fidelity® OTC Portfolio invests primarily in dynamic growth companies listed on the Nasdaq stock exchange. Analyze the Fund Fidelity ® OTC K6 Portfolio having Symbol FOKFX for type mutual-funds and perform research on other mutual funds. Aug 1, 2022 · The Fidelity OTC Portfolio made its debut in December of 1984 and FOCPX has managed to accumulate roughly $15. Recently, in the month of February 2025, Fidelity OTC returned -4. The Unique Value of Custom SMAs risks, charges, and expenses. View & analyze the FOCPX fund chart by total assets, risk rating, Min. 3 days ago · In depth view into FOCPX (Fidelity OTC Portfolio) including performance, dividend history, holdings and portfolio stats. Cap. Commentary . 01. com, Jan 27, 2025 · :Concentrating assets in the technology sector may disproportionately subject the portfolio to the risks of that industry, including loss of value because of intense competitive pressures, short product cycles, dependence on intellectual property rights, legislative or regulatory changes, and other factors. K. FOKFX - Distributions Dividend Yield Analysis. FOCPX's next ex-dividend date has not been announced yet. Inception Date. 32 billion in assets, as of the most recently available information. 55% Class K 42. View now. Fidelity OTC Portfolio - Class K. distributions. Example: If a Fidelity mutual fund has a January fiscal year end and is scheduled to make a capital gain distribution in March, the Fiscal Estimate will be posted by the end of February with an "as of" date of January 31. Actions. Gain 08/09/2024 100. Fidelity Growth Discovery Fund ( FDSVX ) 4 days ago · Find basic information about the Fidelity Otc Portfolio mutual fund such as total assets, risk rating, Min. • Class I shares are sold to eligible investors without a sales charge or 12b-1 fee. 00% 27. com for a prospectus or, if available, a summary prospectus containing this information. Fidelity Stable Value Portfolios ; Historical Prices, Distributions, Yields ; Portfolio Construction Solutions . Summary Prospectus September 29, 2022 Before you invest, you may want to review the fund’s prospectus, which Feb 28, 2025 · Find our live Fidelity Otc Portfolio fund basic information. Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Fidelity OTC Portfolio (FOCPX) 21. 44 billion in assets, as of the most recently available information. Fidelity OTC Portfolio (FOCPX) - Find objective, share price, performance, expense ratio, holding, and risk details. • Class I is a class of Fidelity OTC Portfolio. 55% Dividend Fidelity OTC Portfolio - Class K FOCKX: NAV: Change: Net Expense Ratio: Morningstar computes this figure by summing the trailing 12-month's income distributions and dividing the sum by the last month's ending Net Asset Value (NAV), plus capital gains distributed over the same time period. Read it carefully. The fund's current Oct 1, 2024 · FOCKX Portfolio - Learn more about the Fidelity OTC K investment portfolio including asset allocation, stock style, stock holdings and more. 079 CapitalGainShortTerm Dec 13, 2024 $0. Jan 31, 2025 · FOKFX: Fidelity OTC K6 Portfolio - Fund Performance Chart. 29 -10. FOCPX$52,265 S&P 500 TR USD$36,297 Category Average$36,603 Category View the latest Fidelity OTC Portfolio (FOCPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Contact Us. Aug 30, 2024 · The Fidelity OTC Portfolio K made its debut in May of 2008 and FOCKX has managed to accumulate roughly $7. Get the latest FOCKX - FIDELITY OTC PORTFOLIO - CLASS K quote information including top holdings and analyst ratings. Insights Jan 29, 2025 · prior to 10/8/24 are those of Fidelity OTC Portfolio Fund. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. Since joining Fidelity Investments in 2003, Mr. View All . 072 CapitalGainShortTerm Dec 13, 2024 $0. 68 USD. 62% 0. exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. 58% 41. 31%, topping the 23. May 15, 2008. FOCKX - Distributions Dividend Yield Analysis. FOCPX has an annual dividend of $2. Includes date and ratio. Fidelity OTC Pt shareholders who own FOCPX Mutual Fund before this date received Fidelity OTC Pt's last dividend payment of $0. 88-0. Jun 19, 2019. 29 ( +1. 29 +$0. 05%. 30, 2024, the strategy’s total Discover historical prices for FOCPX stock on Yahoo Finance. FOCPX Category Low Category High FOCPX % Rank; Dividend Yield: 6. Contact your investment professional or visit i. 33%, underperforming the NASDAQ Composite Index's 2. Insights . 90% 26. Last dividend for Fidelity OTC Pt (FOCPX) as of March 10, 2025 is 0. 123456. Menu. Z. Add to watchlist; Add to portfolio; Price (USD) 21. •After a choppy start through late October 2023, U. Fidelity OTC Portfolio (FOCPX) dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date and Seeking Alpha Premium dividend score. 21. daily. 59%; 1 Year change +18. 68% 20. 73%. 95; Today's Change 0. Fidelity OTC Portfolio Payout Change Pending Price as of: MAR 07, 05:00 PM EST $20. Mar 3, 2025 · In this role, Mr. Distributions History. 02% 0. 82% 20. This listing includes dividends and capital gains declared within the past seven days. Meet client investing goals with help from Fidelity Model Portfolios and our lineup of proven funds and ETFs. 47% advance 3 days ago · Fidelity® OTC Portfolio - Class K FOCKX Fidelity® Government Money Market Fund - All Classes Various Dividend 93. Fidelity Investments. 85%) Mar 3, 2025, 8:07 AM EST. 94 per share, with a yield of 13. International Equity. FOCPX$46,825 S&P 500 TR USD$33,877 Category Average$33,134 Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Nov 4, 2016 · The mutual fund is called the Fidelity OTC Portfolio Fund(MUTF:FOCPX); based on the name alone, we would assume that this is a mutual fund that holds a professionally managed basket of OTC traded Feb 19, 2025 · FOCKX: Fidelity OTC Portfolio Class K - Fund Holdings. Get the lastest Fund Holdings for Fidelity OTC Portfolio Class K from Zacks Investment Research Mar 7, 2025 · A high-level overview of Fidelity OTC Portfolio No Load (FOCPX) stock. 10%) Mar 4, 2025, 8:02 PM EST. Add to watchlist; Add to portfolio; Price (USD) 20. Mar 1, 2025 · The current Fidelity OTC Portfolio Sharpe ratio is 0. 05%; 1 Year change +11. 49% expense ratio. . Find the security or mutual fund you want to change. 20. Large Growth. FOCKX Category Low Category High FOCKX % Rank; Dividend Yield: 6. 06 +0. Gain 12/26/2024 100. Learn more about mutual funds at fidelity. This listing does not include monthly dividends paid by money market funds. 642 CapitalGainLongTerm Jan 30, 2025 · PORTFOLIO MANAGER Q&A | AS OF JULY 31, 2024 Fidelity® OTC Portfolio Key Takeaways •For the fiscal year ending July 31, 2024, the fund's Retail Class shares gained 27. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends. Principal Investment Strategies The Adviser normally invests the fund's assets primarily in common stocks. Jan 8, 2025 · Fidelity OTC Portfolio - Class K + Add to watchlist + Add to portfolio. 07 (-0. oneDayYield | naCheckPercent:2}} na: See fund information and historical performance for the Fidelity OTC Portfolio (FOCPX). Get the lastest Fund Performance for Fidelity OTC Portfolio Class K from Zacks Investment Research News and analysis for independent financial advisors and planners. Income refers only to interest payments from fixed Dec 13, 2024 · Fidelity OTC Portfolio - Class K (FOCKX) NASDAQ · Mutual Fund · Delayed Price · Currency is USD . Get the latest dividend data for Fidelity OTC Portfolio (FOCPX), including dividend history, yield, key dates, growth and other metrics. 15%: na 316389105 FOCPX 00093 93 Example: If a Fidelity mutual fund has a January fiscal year end and is scheduled to make a capital gain distribution in March, the Fiscal Estimate will be posted by the end of February with an "as of" date of January 31. Track Fidelity OTC Portfolio;K (FOCKX) price, historical values, financial information, price forecast, and insights to empower your investing journey | MSN Money Fidelity Otc Last Dividend Paid is currently at 0. Add to watchlist; Add to portfolio; Price (USD) 19. 01 +0. A. 02 / 0. Fees & Distributions . Fidelity OTC Portfolio. Sep 29, 2022 · Fidelity® OTC Portfolio Class/Ticker Fidelity® OTC Portfolio/FOCPX In this summary prospectus, the term “shares” (as it relates to the fund) means the class of shares offered through this summary prospectus. 123. Dec 13, 2024 · Fidelity OTC Pt's previous ex-dividend date was on Dec 13, 2024. View daily, weekly or monthly format back to when Fidelity OTC stock was issued. 17; Today's Change 0. 58% 36. 68 per share on Dec 16, 2024. 58 +0. Christopher Lin is portfolio manager of Computers Portfolio, which he has managed since January 2013. oneDayYield Sep 28, 2024 · Fidelity® OTC Portfolio seeks capital appreciation. 16%; 1 Year change +3. The estimates "as of" September 30 are estimates Jan 17, 2025 · Fidelity OTC Portfolio AS OF 2024-12-31 INVESTMENT STRATEGY: The investment seeks capital appreciation. Fidelity OTC Portfolio (FOCPX) 19. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. 82% Dividend Distribution 4 days ago · Fidelity OTC Portfolio + Watchlist. Featured Fidelity Portfolio Quick Check® Meet client investing goals with help from Fidelity Model Portfolios and our lineup of proven funds and ETFs. By way of comparison, the average portfolio turnover is 45% for the Large Growth category. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. FOCKX has an annual dividend of $2. 25%; Data delayed at least 15 minutes, as of Jan 22 2025. oneDayYield | naCheckPercent:2}} na: Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. 38 / 1. The fund invests primarily in common stocks. 12/31/1984. Jan 22, 2025 · Fidelity® OTC Portfolio Investment Approach FUND INFORMATION •Fidelity® OTC Portfolio invests primarily in dynamic growth companies listed on the Nasdaq stock exchange. Contact Fidelity for a prospectus or a summary prospectus Fund Name 1 Dividends Short-Term Capital Gain Long-Term Capital Gain Total Per Share Ex. Municipal Bond. The Unique Value of Custom SMAs {dailyYields. net asset value (NAV) the dollar value of one share of a fund; determined by taking the total assets of a fund, subtracting the total liabilities, and dividing by the total number of Jan 31, 2025 · Analyze the Fund Fidelity ® OTC K6 Portfolio having Symbol FOKFX for type mutual-funds and perform research on other mutual funds. investment, market cap and category. 05%: $19. Watchlist Compare. FOKFX Category Low Category High FOKFX % Rank; Dividend Yield: 3. 642 CapitalGainLongTerm Dec 13, 2024 $0. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. 00%; 1 Year change +23. 76%. Share Class. Dec 7, 2024 · Radient hedge fund analytics simplifies hedge fund selection and evaluation for investors, allocators, and advisers. 51 +0. 09/28/2024 0. FIDELITY DISTRIBUTORS COMPANY LLC 500 SALEM STREET, SMITHFIELD, RI 02917 Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Complete Fidelity OTC Portfolio funds overview by Barron's. Christopher Lin is 4 days ago · Find basic information about the Fidelity Otc Portfolio mutual fund such as total assets, risk rating, Min. stocks embarked See fund information and historical performance for the Fidelity Advisor OTC Class A (FOTDX). Explore. Have your client read it carefully Jan 31, 2025 · FOCKX: Fidelity OTC Portfolio Class K - Fund Performance Chart. Details. 1 day 2 days 5 days 10 days ---------- 1 month 2 months 3 months 6 months YTD 1 year 2 years 3 years 4 years 5 years 1 decade All Data Basic Chart Advanced Chart Fidelity OTC Portfolio invests primarily in dynamic growth companies listed on the Nasdaq stock exchange. Feb 28, 2025 · Analyze the Fund Fidelity ® OTC K6 Portfolio having Symbol FOKFX for type mutual-funds and perform research on other mutual funds. FOCPX US. Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Exp Ratio (Gross) Close. See Fidelity® OTC Portfolio (FOCPX) mutual fund ratings from all the top fund analysts in one place. For purposes of this fund, the Adviser defines NAS-DAQ® and OTC securities as securit- Fidelity OTC Portfolio. Defined Contribution Nov 1, 2024 · PORTFOLIO MANAGER Q&A | AS OF JULY 31, 2024 Fidelity® OTC Portfolio Key Takeaways •For the fiscal year ending July 31, 2024, the fund's Retail Class shares gained 27. 10400 Daily pricing for all Fidelity Funds View the net asset value (NAV) for all Fidelity Funds as of the last trading date. {dailyYields. In its conventional sense, dividends refer to the distribution of some of Fidelity Otc's net earnings or capital gains decided by the board of directors. The Adviser normally invests at least 80% of the fund's assets in NASDAQ® and OTC securities. The fund is Fidelity OTC Portfolio - Class K + Add to watchlist + Add to portfolio. Fund Family Name. Oct 1, 2024 · FOCPX Portfolio - Learn more about the Fidelity OTC investment portfolio including asset allocation, stock style, stock holdings and more. 35 / 1. Quarterly commentary for Fidelity Funds View reports on what drove performance for over 100 Fidelity Funds last quarter. close. Jan 22, 2025 · With a high 65% portfolio turnover rate, FTRNX has historically paid high and frequent capital gains distributions. The dividend is paid every six Fidelity OTC Portfolio Retirement (FOCKX) dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date and Seeking Alpha Premium dividend score. Previous Close; Distributions. 66%. Large-Cap Growth Equity share class FOCPX - Distributions Dividend Yield Analysis. 001 OrdinaryDividend Dec 13, 2024 $0. View mutual fund news, mutual fund market and mutual fund interest rates. Date 2 Pay Date 2 Status 3 OCT 31 NAV; Fidelity 500 Index Fund: 0. On the Update Distributions page, you'll see dividends and capital gains combined in one row—you cannot change them separately. Mar 25, 2019 · Fidelity OTC Portfolio invests in "dynamic growth companies" — including many market-leading tech stocks — that it believes have above-average growth potential and sustainable business models. Annual Report for Fidelity OTC Fund as well as Class K. Lin served as a research analyst responsible for the coverage of large cap internet stocks and was also the Fidelity OTC Portfolio. The forward dividend yield for FOCPX as of March 10, 2025 is 6. asOfDate}} {{dailyYields. USD. Domiciled Country. oneDayYield Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. The estimates "as of" September 30 are estimates 2 days ago · Get the latest Fidelity OTC Portfolio (FOCPX) stock price quote with performance, holdings, dividends, charts and more. 29 0. 42; Today's Change 0. 39%, outpacing the 8. 74% 0. S. 10%; 1 Year change-4. Fidelity OTC Portfolio FOCPX Growth of a Hypothetical $10,000 Investment as of 01/31/2025 Fund Manager (since 09/18/2017): Christopher Lin 20,000 gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. Calendar Year End Distributions: These distributions are paid in December. Our Sites . 39 (1. View the FOCPX funds market news 5 days ago · See what a Digrin managed dividend portfolio looks like. Jan 22, 2025 · Fidelity OTC Portfolio + Add to watchlist + Add to portfolio. FOCPX$52,265 S&P 500 TR USD$36,297 Category Average$36,603 Category Jan 8, 2025 · Analyze the Fund Fidelity ® OTC K6 Portfolio having Symbol FOKFX for type mutual-funds and perform research on other mutual funds. 94%; Fidelity OTC Portfolio FOCPX: NAV: Change: Net Expense Ratio: YTD Return. View (FOCPX) real-time stock price, chart, news, analysis, analyst reviews and more. Manager. For the quarter, the fund's Retail Class shares gained 10. Last Updated: Mar 11, 2025 $ 19. •Our investment approach focuses on companies we believe have above-average earnings growth potential with sustainable business models, for which the market has Jan 24, 2024 · Fidelity OTC Portfolio AS OF 2023-12-31 INVESTMENT STRATEGY: The investment seeks capital appreciation. 82% Dividend Distribution Fidelity® OTC Portfolio 41. Average dividend growth rate for Pricing and Distributions; Fidelity Fund Portfolios— Diversified; Why Choose Fidelity Funds; Distributions by Fidelity Mutual Funds 123. Shares Outstanding. Lin is manager of the Fidelity OTC Portfolio and the Fidelity OTC Commingled Pool. oneDayYield See fund information and historical performance for the Fidelity Advisor OTC Class A (FOTDX). 69 / -3. The fund charges a 0. The Unique Value of Custom SMAs Daily Distribution Yield as of {{dailyYields. Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by Fidelity. Get the latest Fidelity OTC Portfolio (FOCPX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions. 08% Fidelity® Growth & Income Portfolio FGRIX S. 43; Today's Change 0. FOCPX. FOCPX Fidelity OTC Portfolio No Load (FOCPX) dividend growth history: By month or year, chart. Add 4- and 5-star active funds to your clients’ portfolio. FOCKX. Income dividend: N/A: Dividend frequency: Semiannual: Capital Gain Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Add to watchlist; Add to portfolio; Price (USD) 22. •Our investment approach focuses on companies we believe Fidelity® OTC Portfolio/Fidelity® OTC Portfolio Investment Objective The fund seeks capital appreciation. 5%, which earned it a grade of D, as the Large Growth category had an average return of Dec 31, 2024 · A list of holdings for FOCKX (Fidelity OTC Portfolio - Class K) with details about each stock and its percentage weighting in the fund. fidelity. He also manages the Information Technology sleeves for several other funds. 02 (0. 06% 0. Dec 31, 2024 · A list of holdings for FOCPX (Fidelity OTC Portfolio) with details about each stock and its percentage weighting in the fund. 58% 40. 64. Fidelity OTC Portfolio + Add to watchlist + Add to portfolio. 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. Fidelity Group of Funds. Fee Table The following table describes the fees and expenses that may be Dec 31, 2022 · Contact your investment professional or visit i. Feb 13, 2025 · Fidelity OTC Portfolio + Add to watchlist + Add to portfolio. 76% gain, mainly due to poor stock selection in consumer discretionary and Mar 5, 2025 · Fidelity OTC Portfolio Issuer Fidelity Investments Applied in United States Inception 12/31/1984 Type Large Growth Currency USD Volume 23. 86%; Data delayed at least 15 minutes, as of Feb 13 2025. 6 days ago · FIDELITY OTC PORTFOLIO- Performance charts including intraday, historical charts and prices and keydata. To read the most recently released Quarterly Commentary, click on any fund listed. The estimates "as of" September 30 are estimates Nov 15, 2024 · The Fidelity OTC Portfolio Fund's Retail Class shares returned -0. oneDayYield | naCheckPercent:2}} na: Fidelity® OTC Portfolio FOCPX Growth of a Hypothetical $10,000 Investment as of 02/28/2025 Fund Manager (since 09/18/2017): Christopher Lin 25,000 $50,000 gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. Get insights on quarterly dividends, yield, and payout ratios for 2024 and past years. 81; Today's Change 0. Check out our mutual fund lineup. K6. oneDayYield See fund information and historical performance for the Fidelity OTC Portfolio (FOCPX). 78%; Data delayed at least 15 minutes, as of Feb 27 2025. 1, 2019, and Sept. 12; Today's Change-0. Fund Inception. 95%. oneDayYield Dec 31, 2022 · Fidelity OTC Portfolio DOMESTIC EQUITY | GROWTH Symbol: FOCPX. Distribution yield is available for the following security types on YCharts: mutual funds, ETFs, closed end funds, and portfolios. Fidelity® OTC Portfolio FOCPX Growth of a Hypothetical $10,000 Investment as of 01/31/2025 Fund Manager (since 09/18/2017): Christopher Lin 20,000 gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. 714 OrdinaryDividend Fidelity OTC Portfolio (FOCPX) NASDAQ · Mutual Fund · Delayed Price · Currency is USD . Use the chart below to compare the Sharpe ratio of Fidelity OTC Portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk Fidelity OTC Portfolio. Fidelity Fund Performance. •Our investment approach focuses on companies we believe have above-average earnings growth potential with sustainable business models, for which the market has Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Featured Fidelity Portfolio Quick Check® Find actionable allocation ideas in our recurring Portfolio Insights report, updated quarterly based on data from ~12K portfolio reviews. DC Plan Menu Solutions . Morningstar computes this figure by summing the trailing 12-month's income distributions and dividing the sum by the last month's ending Net Asset Value (NAV Fidelity OTC K6 Portfolio. 85%; 1 Year change +2. 23 / 1. † As a percentage of total net assets. Currency. FOTJX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More Jan 21, 2025 · Meet client investing goals with help from Fidelity Model Portfolios and our lineup of proven funds and ETFs. Prior to assuming his current responsibilities, Mr. Oct 15, 2024. 69% $10,000 Over 10 Years Let’s say hypothetically that $10,000 was invested in Fidelity® OTC Portfolio, a class of the fund, on July 31, 2011. 0 years. 今日Fidelity OTC Portfolio基金(FOCPX)净值查询，最新实时行情，走势图表，及Fidelity OTC Portfolio基金(FOCPX) 的专业技术分析，历史数据，最新消息和未来预测。 突发资讯 行情 所有品种类型 所有品种类型 指数 证券 交易所交易基金 基金 期货 货币 Sep 28, 2024 · Fidelity® OTC Portfolio 15 Notes to Consolidated Financial Statements 23 Report of Independent Registered Public Accounting Firm 24 Distributions Item 8: Changes in and Disagreements with Accountants for Open-End Management Investment Companies 25 Item 9: Proxy Disclosures for Open-End Mar 3, 2025 · Fidelity OTC Portfolio - Class K + Add to watchlist + Add to portfolio. Fidelity OTC Portfolio | historical charts and prices, financials, and today’s real-time FOCPX stock price. 32% It shows how much a fund or portfolio has paid out in distributions each year relative to its price, NAV (Net Asset Value) or level (for portfolios). The Unique Value of Custom SMAs YTD Distributions Estimated Capital Gains Prior Year Distributions Click on P to view a prospectus Cap Gains ; Fund Name Ex Date Pay Date Reinvest NAV Dividends ($) Feb 13, 2025 · Fidelity OTC Portfolio + Add to watchlist + Add to portfolio. stocks embarked Nov 7, 2024 · Explore Fidelity Otc Pt (FOCPX) dividend payment history, growth rates, and latest payouts. 62% advance of the benchmark NASDAQ Composite Index®. Fidelity Portfolio Quick Check® Distributions Refine Asset Class All International Equity Fidelity OTC Portfolio Symbol FOCPX CUSIP 316389105 Fund # 93 Large Growth 12/31/1984 $19. For a complete list of a fund’s portfolio holdings, view the most recent holdings listing, semiannual report, or annual report on Fidelity’s web site at http://www. Fidelity OTC Portfolio Retirement (FOCKX) dividend yield: annual payout, 4 year average yield, yield chart and 10 year yield history. US. 07 +0. com. See Fidelity® OTC Portfolio performance, holdings, fees, risk and other data from Morningstar The Dividends and Capital Gains Log In Required page displays your account information. Morningstar Category. FEATURED. 4 days ago · Is Fidelity OTC Portfolio (FOCPX) a Strong Mutual Fund Pick Right Now? FOCPX | A complete Fidelity OTC Portfolio mutual fund overview by Find actionable allocation ideas in our recurring Portfolio Insights report, updated quarterly based on data from ~12K portfolio reviews. Money Market. com for a prospectus See fund information and historical performance for the Fidelity OTC Portfolio (FOCPX). To update a security:. The chart shows how the value of your investment would have changed, and also shows how the Nasdaq Composite See fund information and historical performance for the Fidelity OTC Portfolio (FOCPX). 37 +0. Sector Equity Dividend distributions are the net income from dividends and interest earned by fund securities. 00% Fidelity® High Income Fund SPHIX Dividend 77. Under Action, select Update and you'll see the Update Distributions page. Overview; Holdings; Dividends; History; Chart; FOCPX Dividend Information. 79 billion in assets, as of the most recently available information. 51%; Data Mar 3, 2025 · The Fidelity OTC Portfolio K made its debut in May of 2008 and FOCKX has managed to accumulate roughly $8. 92 per share, with a yield of 13. 00% Fidelity® Growth Discovery Fund FDSVX S. qbbjey adzt uqoh ellv zeava qkblh qaf cwrvzg gewn dlz unmv scb ouqo wqyemd pkcnvwgz