FOTEX Mutual Fund

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, Communication Services, Health Care. Inception date: 2024-10-08.

FOTEX performance shows a YTD return of 18.47%. The 1-year return is 34.40% and the 5-year return is 14.46%. FOTEX dividend yield stands at 6.57%, paid semi-annually.

FOTEX 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 FOTEX holdings, FOTEX sectors, or FOTEX dividends.

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