FOTEX Mutual Fund
FOTEX Mutual Fund
Fidelity OTC Portfolio Class M
FOTEX Mutual Fund Overview
FOTEX Mutual Fund (Fidelity OTC Portfolio Class M) is managed by Fidelity Investments (US). FOTEX expense ratio is 1.30%, holding 155 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2024-10-08.
FOTEX performance shows a YTD return of 26.76%. The 1-year return is 62.80%. FOTEX dividend yield stands at 6.14%, paid semi-annually.
FOTEX top holdings include Nvidia Corp. (13.6%), Apple, Inc (9.4%), Microsoft Corp 4.100 Feb 06 37 (7.5%), Amazon.Com Inc (6.5%), Meta Platforms, Inc. (4.5%). View all FOTEX holdings, sector breakdown, or dividend history.
FOTEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FOTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.