FOTDX Mutual Fund

FOTDX Mutual Fund (Fidelity OTC Portfolio Class A) is managed by Fidelity Investments (US). FOTDX expense ratio is 1.05%, holding 155 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2024-10-08.

FOTDX performance shows a YTD return of 18.64%. The 1-year return is 34.73% and the 5-year return is 14.74%. FOTDX dividend yield stands at 6.55%, paid semi-annually.

FOTDX top holdings include Nvidia Corp. (13.6%), Apple, Inc (9.4%), Microsoft Corp (7.5%), Amazon.Com Inc (6.5%), Meta Platforms, Inc. (4.5%). Go to all FOTDX holdings, FOTDX sectors, or FOTDX dividends.

FOTDX can be compared against other funds. Use FOTDX overlap to find shared positions, or FOTDX vs another fund for a side-by-side view. FOTDX alternatives are available via the screener, along with tax-loss harvesting opportunities.