Fidelity OTC Portfolio (FOCPX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.14: the stock has moved about 14% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity OTC Portfolio (FOCPX) trades at $28.05. Fidelity OTC Portfolio (FOCPX) is a non-diversified fund that invests primarily in common stocks traded on NASDAQ® or over-the-counter (OTC) markets, with a focus on small and medium-sized companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for FOCPX: FOCPX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity OTC Portfolio (FOCPX) Financial Services Profile
Fidelity OTC Portfolio (FOCPX) is a non-diversified fund focused on NASDAQ® and OTC-traded stocks, emphasizing small to medium-sized companies. With a significant allocation to the technology sector, the fund invests in both domestic and foreign issuers, pursuing a blend of growth and value strategies within the asset management industry.
What Is the Investment Thesis for FOCPX?
Fidelity OTC Portfolio (FOCPX), with a market capitalization of $36.05 billion and a beta of 1.14, presents an investment opportunity centered on its focus on NASDAQ® and OTC-traded stocks, particularly in the technology sector. A key value driver is the fund's exposure to small and medium-sized companies, which often exhibit higher growth potential compared to larger, more established firms. The fund's non-diversified nature allows for concentrated investments in high-conviction stocks. Upcoming catalysts include continued innovation and growth within the technology sector, which could drive increased valuations for the fund's holdings. Potential risks include the volatility associated with smaller companies and the technology sector, as well as the fund's non-diversified structure, which could amplify losses during market downturns. The absence of a dividend yield may deter some income-focused investors.
Based on FMP financials and quantitative analysis
FOCPX Key Highlights
Market capitalization of $36.05 billion indicates a substantial asset base.
- Beta of 1.14 suggests slightly higher volatility compared to the overall market.
- Focus on NASDAQ® and OTC-traded stocks provides exposure to small and medium-sized companies.
- Over 25% allocation to the technology sector positions the fund to benefit from technological advancements.
- Non-diversified structure allows for concentrated investments in high-conviction stocks.
Who Are FOCPX's Competitors?
FOCPX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DFCEX DFA Emerging Markets Core Equity Portfolio | $34.68 | +1.08% | $41.0B | — |
| DFEOX DFA U.S. Core Equity 1 Portfolio | $55.98 | +0.70% | $41.8B | — |
| DFIEX DFA International Core Equity Portfolio | $22.13 | -0.05% | $41.2B | — |
| DFQTX DFA U.S. Core Equity 2 Portfolio | $49.92 | +0.71% | $38.8B | — |
| FGOMX Strategic Advisers Fidelity Em Mkts | $19.34 | +1.04% | $43.2B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | — |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | — |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FOCPX's Key Strengths?
Strong brand reputation of Fidelity Investments.
- Focus on high-growth potential small and medium-sized companies.
- Significant allocation to the technology sector.
- Experienced portfolio management team.
What Are FOCPX's Weaknesses?
Non-diversified structure increases risk.
- Vulnerability to volatility in the technology sector.
- Lack of dividend yield may deter some investors.
- Dependence on the performance of smaller companies.
What Are the Key Risks for FOCPX?
Economic downturns impacting smaller companies.
- Market volatility and fluctuations in stock prices.
- Competition from other asset management firms.
- Regulatory changes affecting the technology sector.
- Non-diversified structure amplifying losses during market downturns.
What Are FOCPX's Competitive Advantages?
- Established brand reputation of Fidelity Investments.
- Extensive research capabilities and experienced portfolio managers.
- Access to a wide range of investment opportunities.
- Scale and resources to effectively manage a large asset base.
What Does FOCPX Do?
Fidelity OTC Portfolio (FOCPX) is a mutual fund managed by Fidelity Investments, one of the world's largest asset managers. The fund's strategy centers on investing primarily in common stocks, with a specific focus on companies traded on the NASDAQ® or over-the-counter (OTC) markets. This emphasis allows the fund to tap into the growth potential of small and medium-sized businesses, which often have limited exposure on major exchanges. Founded on the principle of providing investors access to emerging companies, the fund has evolved to allocate a significant portion of its assets, exceeding 25%, to the technology sector. This reflects the fund's recognition of the technology industry's dynamism and growth prospects. The fund's investment scope extends beyond domestic borders, encompassing both domestic and foreign issuers. It employs a flexible investment approach, considering both growth and value stocks, aiming to capitalize on diverse market opportunities. As a non-diversified fund, FOCPX can invest a larger percentage of its assets in a smaller number of holdings, potentially leading to higher returns but also increased risk. The fund's investment decisions are guided by Fidelity's experienced portfolio managers and research analysts, who conduct in-depth analysis of companies and market trends to identify promising investment opportunities.
What Products and Services Does FOCPX Offer?
- Invests primarily in common stocks.
- Focuses on securities traded on NASDAQ® or over-the-counter (OTC) markets.
- Targets small and medium-sized companies.
- Allocates over 25% of assets to the technology sector.
- Invests in both domestic and foreign issuers.
- Employs a flexible investment approach, considering both growth and value stocks.
- Operates as a non-diversified fund.
How Does FOCPX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to achieve capital appreciation for its investors by investing in a portfolio of stocks.
- Utilizes the expertise of portfolio managers and research analysts to identify promising investment opportunities.
What Industry Does FOCPX Operate In?
Fidelity OTC Portfolio (FOCPX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. FOCPX differentiates itself by focusing on NASDAQ® and OTC-traded stocks, particularly in the technology sector, which aligns with the growing demand for exposure to innovative and high-growth companies. Competitors include other mutual funds and ETFs that target small and medium-sized companies or the technology sector. The asset management industry is expected to continue growing, driven by increasing wealth and the need for retirement planning.
Who Are FOCPX's Key Customers?
- Individual investors seeking exposure to small and medium-sized companies.
- Institutional investors looking for diversified investment strategies.
- Retirement savers seeking long-term capital appreciation.
- Investors interested in the technology sector.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
FOCPX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand reputation of Fidelity Investments.
- Focus on high-growth potential small and medium-sized companies.
- Significant allocation to the technology sector.
- Experienced portfolio management team.
Bear Case
- Non-diversified structure increases risk.
- Vulnerability to volatility in the technology sector.
- Lack of dividend yield may deter some investors.
- Dependence on the performance of smaller companies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FOCPX Latest News
No recent news available for FOCPX.
FOCPX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FOCPX.
Price Targets
Wall Street price target analysis for FOCPX.
FOCPX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FOCPX; grades run from A+ (80-100) to F (below 30).
Common Questions About FOCPX (Financials)
What do analysts say about FOCPX stock?
Generally, analysts covering funds like FOCPX focus on factors such as asset allocation, sector exposure, and overall market conditions. Key valuation metrics include the fund's net asset value (NAV), expense ratio, and historical performance relative to its benchmark.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and analysis, but there are inherent uncertainties in financial markets.
- Investment decisions should be made based on individual circumstances and risk tolerance.