About FOTGX
Fidelity Advisor OTC Portfolio - Class C is a mutual fund that primarily targets growth-oriented companies listed on the Nasdaq Stock Exchange or traded over-the-counter. As a large-cap growth equity fund, its focus is on identifying U.S. and international companies with above-average earnings growth potential and sustainable business models. The fund emphasizes investing in sectors with significant technological innovation, with over 25% of its assets typically allocated to the technology sector, and notable exposure to leading companies such as Apple, NVIDIA, Amazon, and Microsoft. Its portfolio is concentrated, as the top ten holdings make up a substantial portion of the fund’s assets, reflecting a high-conviction investment strategy. Designed for investors seeking exposure to dynamic, high-growth companies that drive the digital economy, the fund’s approach centers on finding firms with strong product-market fit, competitive advantages, pricing power, and capable management teams. Managed by Fidelity, the fund is part of the Advisor series and is available in different share classes to suit various investment needs.
Fund Family Fidelity
Category Large Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol FOTGX
Share Class Class C
FOTGX had a total return of 17.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 29.93%.
