FOTHX Mutual Fund

FOTHX Mutual Fund

NAV$27.74
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Fund Essentials - as of Jul 31, 2026

Net Assets
-
Expense Ratio
0.81%
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+49.62%
1 Year+64.19%
3 Year+27.68%
5 Year+15.04%
10 Year+20.68%

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

FOTHX Mutual Fund Overview

FOTHX Mutual Fund (Fidelity OTC Portfolio Class I) is managed by Fidelity Investments (US). FOTHX expense ratio is 0.81%, holding 129 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2024-10-08.

FOTHX performance shows a YTD return of 49.62%. The 1-year return is 64.19% and the 5-year return is 15.04%.

FOTHX 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 FOTHX holdings, FOTHX sectors, or FOTHX dividends.

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