FOTGX Mutual Fund

FOTGX Mutual Fund

NAV$27.26
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Fund Essentials - as of Jul 31, 2026

Net Assets
-
Expense Ratio
1.81%
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+48.34%
1 Year+62.46%
3 Year+26.40%
5 Year+13.89%
10 Year+19.48%

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

FOTGX Mutual Fund Overview

FOTGX Mutual Fund (Fidelity OTC Portfolio Class C) is managed by Fidelity Investments (US). FOTGX expense ratio is 1.81%, holding 129 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2024-10-08.

FOTGX performance shows a YTD return of 48.34%. The 1-year return is 62.46% and the 5-year return is 13.89%.

FOTGX 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 FOTGX holdings, FOTGX sectors, or FOTGX dividends.

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