4 / 5 Stars
5 5 2 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#21 in Large Growth
U.S. News evaluated 463 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 43.94 percent over the past year, 18.42 percent over the past three years, 22.23 percent over the past five years, and 10.48 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||38.3%|
|3 Years (Annualized)||18.4%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||10.5%|
The investment seeks capital appreciation. The fund invests primarily in common stocks. 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. The fund invests more than 25% of total assets in the technology sector. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It is non-diversified.
Fees are Average compared to funds in the same category.
Fidelity OTC Portfolio has an expense ratio of 0.74 percent.
Risk is High compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-11-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 2 for five years, and 1 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-11-12
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-11-12