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Fidelity Otc Portfolio - Class K (FOCKX)
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13/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 8.22B
Type:
Fund
Market:
United States
Issuer:
Fidelity Investments
Underlying:
NQ Composite TR
Asset Class:
Equity
Fidelity OTC K
22.63
-0.64
-2.75%
- General
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- Overview
- Profile
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FOCKX Overview
On this page you'll find an in-depth profile of Fidelity Otc Portfolio - Class K. Learn about the key management, total assets, investment strategy and contact information of FOCKX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities principally traded on NASDAQ® or an over-the-counter (OTC) market, which has more small and medium-sized companies than other markets. The fund invests more than 25% of total assets in the technology sector. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It is non-diversified.
Contact Information
Address
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Phone
416-307-5200
Fax
1-800-387-8092
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Christopher Lin | Portfolio Manager | 2017 | Now |
| Biography | Christopher Lin is portfolio manager of Computers Portfolio, which he has managed since January 2013. Since joining Fidelity Investments in 2003, Mr. Lin has worked as a research analyst and portfolio manager. | ||
| Sonu Kalra | Portfolio Manager | 2017 | 2019 |
| Biography | Sonu Kalra is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Kalra is lead portfolio manager of Fidelity Blue Chip Growth Fund, Fidelity Series Blue Chip Growth Fund, Blue Chip Growth ETF, and Fidelity Blue Chip Growth Commingled Pool. | ||
| Gavin Baker | Sector Leader | 2009 | 2017 |
| Biography | Baker joined Fidelity in 1999 as an equity research analyst following companies in the cement and building materials industries. He subsequently followed the semiconductor industry. In 2002, Baker began following the pharmaceutical sector, and managed Fidelity Select Pharmaceuticals Portfolio from 2002 to 2005. He then started following large- cap consumer stocks before assuming — in 2006 —the role of diversified analyst working with the large– cap growth group. Baker most recently began serving as sector leader of the telecom and utilities equity research group. | ||
| Sonu Kalra | Portfolio Manager | 2005 | 2009 |
| Biography | Sonu Kalra is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Kalra is lead portfolio manager of Fidelity Blue Chip Growth Fund, Fidelity Series Blue Chip Growth Fund, Blue Chip Growth ETF, and Fidelity Blue Chip Growth Commingled Pool. | ||
| R. Shepherd Perkins | CIO (Chief Investment Officer) | 2003 | 2005 |
| Biography | Shep Perkins has been the Chief Investment Officer, Equities at Putnam since 2019. Prior to joining Putnam, Mr. Perkins was at Fidelity Investments, serving as Portfolio Manager; Portfolio Manager of Fidelity OTC Fund from 2003 to 2004; and as an Analyst, covering the health-care, telecommunications, and technology sectors, from 1997 to 2003. Prior to these roles, he was an Equity Research Associate, covering the chemicals sector at Donaldson, Lufkin & Jenrette from 1993 to 1997. He has been in the investment industry since 1993. | ||
| Jason Weiner | Vice President | 2000 | 2003 |
| Biography | Jason Weiner is co-manager of the fund, which he has managed since November 2006. He also manages Fidelity funds. Since joining Fidelity Investments in 1991, Mr. Weiner has worked as a research analyst and portfolio manager (other than a 6-month leave of absence in 2018). | ||
| Robert C. Bertelson | Portfolio Manager | 1997 | 2000 |
| Biography | Bertelson has been a portfolio manager with Fidelity Investments since 1991. From 1986 to 1991, he was a vice president and research analyst with Wellington Management Company. He also worked as a research associate with Booz, Allen & Hamilton from 1982 to 1984. | ||
| Charles Mangum | Vice President | 1996 | 1997 |
| Biography | Mangum is vice president and portfolio manager with Fidelity Investments. Since joining the company in 1990, he has served as an analyst and a manager. He also manages other Fidelity funds. Previously, he spent two years as a corporate finance analyst with Eppler, Guem, and Turner. | ||
| Abigail Johnson | Portfolio Manager | 1994 | 1996 |
| Biography | Johnson is a portfolio manager with Fidelity Investments. She joined Fidelity full time in 1988, after serving two summers as an equity research analyst with the company. Previously, Johnson was a research associate with the consulting firm of Booz, Allen and Hamilton. | ||
| Alan R. Radlo | CIO (Chief Investment Officer) | 1990 | 1994 |
| Biography | Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts. | ||
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