4 / 5 Stars
4 4 2 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#75 in Large Growth
U.S. News evaluated 473 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 9.87 percent over the past year, 10.75 percent over the past three years, 7.49 percent over the past five years, and 10.79 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.0%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||7.5%|
|10 Years (Annualized)||10.8%|
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 0.90 percent.
Risk is High compared to funds in the same category according to Morningstar.