FOTJX Mutual Fund

FOTJX Mutual Fund

NAV$26.32
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Fund Essentials - as of Jul 31, 2026

Net Assets
-
Expense Ratio
0.71%
Dividend Yield (Current)
-
Holdings
129
Inception Date
Oct 8, 2024
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+49.60%
1 Year+64.23%
3 Year+27.80%
5 Year+15.14%
10 Year+20.77%

Asset Allocation

Stocks: 96.88%
Cash: 2.20%
Other: 0.92%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp13.36%
AAPLApple, Inc11.63%
GOOGLAlphabet Inc9.14%
AMZNAmazon.Com Inc8.11%
MSFTMicrosoft Corp5.94%
Top 10 Concentration: 65.69%Report Date: Jul 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FOTJX Mutual Fund Overview

FOTJX Mutual Fund (Fidelity OTC Portfolio Class Z) is managed by Fidelity Investments (US). FOTJX expense ratio is 0.71%, holding 129 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2024-10-08.

FOTJX performance shows a YTD return of 49.60%. The 1-year return is 64.23% and the 5-year return is 15.14%.

FOTJX top holdings include Nvidia Corp (13.4%), Apple, Inc (11.6%), Alphabet Inc (9.1%), Amazon.Com Inc (8.1%), Microsoft Corp (5.9%). 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.