Fidelity OTC Portfolio Class K (FOCKX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOCKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOCKX
FOCKX charges 0.65% annually. There are 111 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | FOCKX vs ACIHX | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | FOCKX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | FOCKX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FOCKX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | FOCKX vs VRGWX |
Best Risk-Adjusted Alternatives to FOCKX
FOCKX has a PortfoliosLab risk / return rank of 76. There are 14 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | FOCKX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | FOCKX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | FOCKX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | FOCKX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | FOCKX vs FDSSX |
Top Performing FOCKX Alternatives (YTD)
FOCKX is at 18.25% YTD. There are 10 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | FOCKX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | FOCKX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | FOCKX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | FOCKX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | FOCKX vs VPMCX |
Lowest Volatility Alternatives to FOCKX
FOCKX has 20.99% 1-year volatility. There are 359 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | FOCKX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | FOCKX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | FOCKX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | FOCKX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | FOCKX vs GQEPX |
Lowest Drawdown Alternatives to FOCKX
FOCKX has a 1-year max drawdown of -11.28%. There are 72 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | FOCKX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FOCKX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FOCKX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FOCKX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | FOCKX vs DNVYX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FOCKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FOCKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FOCKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FOCKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FOCKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FOCKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FOCKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FOCKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FOCKX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 76 | 14.05% | — | Aug 2018 | FOCKX vs FZILX |
Often Compared With FOCKX
Investors most often compare FOCKX with FOCPX, FBGKX, VOO. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare FOCKX with Any Fund or Stock
Compare FOCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOCKX with funds that move differently
Fidelity OTC Portfolio Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOCKX.
Explore FOCKX Diversifiers