FOTJX Mutual Fund

FOTJX Mutual Fund (Fidelity OTC Portfolio Class Z) is managed by Fidelity Investments (US). FOTJX expense ratio is 0.69%, holding 155 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2024-10-08.

FOTJX performance shows a YTD return of 18.89%. The 1-year return is 35.23% and the 5-year return is 15.14%. FOTJX dividend yield stands at 6.51%, paid semi-annually.

FOTJX 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 FOTJX holdings, FOTJX sectors, or FOTJX dividends.

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