Fidelity OTC Portfolio (FOCPX) 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 FOCPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOCPX
FOCPX charges 0.80% annually. There are 195 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 | FOCPX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FOCPX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | FOCPX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | FOCPX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | FOCPX vs TILIX |
Best Risk-Adjusted Alternatives to FOCPX
FOCPX has a PortfoliosLab risk / return rank of 92. There are 4 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | FOCPX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | FOCPX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | FOCPX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | FOCPX vs FOCKX | |
| Fidelity Series Growth Company Fund | 91 | — | Nov 2013 | FOCPX vs FCGSX |
Top Performing FOCPX Alternatives (YTD)
FOCPX is at 26.61% YTD. There are 5 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | FOCPX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | FOCPX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | FOCPX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | FOCPX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | FOCPX vs FOCKX |
Lowest Volatility Alternatives to FOCPX
FOCPX has 17.74% 1-year volatility. There are 347 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | FOCPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | FOCPX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | FOCPX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | FOCPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | FOCPX vs AWYIX |
Lowest Drawdown Alternatives to FOCPX
FOCPX has a 1-year max drawdown of -11.29%. There are 81 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | FOCPX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | FOCPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FOCPX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | FOCPX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FOCPX vs AQEIX |
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 | 75 | 11.56% | — | Feb 1988 | FOCPX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 74.49% | — | Jul 1985 | FOCPX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 11.76% | — | — | FOCPX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 11.81% | — | — | FOCPX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 17.66% | — | Dec 1987 | FOCPX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 39 | 8.01% | 176.32B | May 1967 | FOCPX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.27% | — | — | FOCPX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.06% | — | Nov 1997 | FOCPX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 59 | 14.72% | — | Jun 2016 | FOCPX vs FTIHX | |
| Fidelity ZERO International Index Fund | Large Cap Blend Equities, Foreign Large Cap Equities | 61 | 15.48% | — | — | FOCPX vs FZILX |
Often Compared With FOCPX
Investors most often compare FOCPX with FDGRX, QQQ, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare FOCPX with Any Fund or Stock
Compare FOCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOCPX with funds that move differently
Fidelity OTC Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOCPX.
Explore FOCPX Diversifiers