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FOCPX Fidelity OTC Portfolio

1 lower fee alternative found

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Fund FOCPX Fidelity OTC Portfolio MTUM iShares Edge MSCI USA Momentum Factor ETF  
100% 90%
Annual Fees
(0.81% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$41,554.28 $50,701.54
Est. savings over 30 yrs +$9,147.26
As of 2/28/18
1 YR RETURN 33.29%
3 YR 16.60%
5 YR 22.56%
10 YR 15.08%
1 YR RETURN 36.97%
3 YR 17.03%
5 YR --
10 YR --
The Fund seeks capital appreciation. Fidelity Management & Research normally invests at least 65% of the assets in securities principally traded on the OTC market, which has more small and medium-sized companies. The Fund invests more than 25% of assets in the technology sector.
The Fund seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The Fund generally invests at least 90% of its assets in the securities of the Underlying Index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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