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 107 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | FOCKX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FOCKX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | FOCKX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | FOCKX vs TILIX |
Best Risk-Adjusted Alternatives to FOCKX
FOCKX has a PortfoliosLab risk / return rank of 88. There are 5 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | FOCKX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | FOCKX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | FOCKX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | FOCKX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | FOCKX vs VHCAX |
Top Performing FOCKX Alternatives (YTD)
FOCKX is at 26.49% YTD. There are 7 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | FOCKX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | FOCKX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | FOCKX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | FOCKX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | FOCKX vs CHAIX |
Lowest Volatility Alternatives to FOCKX
FOCKX has 20.22% 1-year volatility. There are 352 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.87% | — | Sep 2019 | FOCKX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | FOCKX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | FOCKX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | FOCKX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | FOCKX vs GQEPX |
Lowest Drawdown Alternatives to FOCKX
FOCKX has a 1-year max drawdown of -11.28%. There are 74 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 | 65 | 10.87% | — | Feb 1988 | FOCKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.51% | — | Jul 1985 | FOCKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 11.51% | — | — | FOCKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 11.52% | — | — | FOCKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.64% | — | Dec 1987 | FOCKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 10.44% | 176.32B | May 1967 | FOCKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 10.70% | — | — | FOCKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.16% | — | Nov 1997 | FOCKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 56 | 13.16% | — | Jun 2016 | FOCKX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 61 | 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 12 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