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FOCPX vs. FSPTX
This is a comparison between FOCPX and FSPTX. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.
| FOCPX | FSPTX | |
|---|---|---|
| Segment | U.S. Equity: Large Growth | Specialty: Technology |
| Net Assets | $15.17B | $7.24B |
| Expense Ratio | 0.81% | 0.77% |
| Management Style | active | active |
| Minimum Investment | $2,500 | $2,500 |
| YTD Return | 12.34% | 10.75% |
| 1-Year Return | 26.04% | 29.83% |
| 3-Year Return | 19.41% | 23.13% |
| 5-Year Return | 21.16% | 21.96% |
| 10-Year Return | 15.03% | 15.75% |
| 1-Year Tax Cost Ratio | 0.82% | 1.46% |
FOCPX description
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.
FOCPX returns
| YTD Return | 12.34% |
| 1-Month Return | 1.40% |
| 3-Month Return | 9.03% |
| 1-Year Return | 26.04% |
| 3-Year Return | 19.41% |
| 5-Year Return | 21.16% |
| 10-Year Return | 15.03% |
FOCPX expense ratio is 0.81%
FOCPX holdings
Top 10 Holdings (46.75% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 8.59% |
| Alphabet Inc A | GOOGL | 6.39% |
| Activision Blizzard Inc | ATVI | 4.95% |
| Amazon.com Inc | AMZN | 4.95% |
| Ubisoft Entertainment | UBSFF.PA | 4.48% |
| Tesla Inc | TSLA | 4.26% |
| Facebook Inc A | FB | 3.75% |
| Amgen Inc | AMGN | 3.7% |
| NVIDIA Corp | NVDA | 2.99% |
| Alphabet Inc C | GOOG | 2.69% |
FSPTX description
The Fund seeks capital appreciation. Fidelity Management & Research normally invests at least 80% of the assets in securities of companies principally engaged in offering, using, or developing products or services that will provide or will benefit significantly from technological advances and improvements.
FSPTX returns
| YTD Return | 10.75% |
| 1-Month Return | -0.84% |
| 3-Month Return | 4.90% |
| 1-Year Return | 29.83% |
| 3-Year Return | 23.13% |
| 5-Year Return | 21.96% |
| 10-Year Return | 15.75% |
FSPTX expense ratio is 0.77%
FSPTX holdings
Top 10 Holdings (44.38% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 9.79% |
| Facebook Inc A | FB | 6.46% |
| Tesla Inc | TSLA | 4.87% |
| Alphabet Inc C | GOOG | 4.48% |
| Microsoft Corp | MSFT | 4.43% |
| Alphabet Inc A | GOOGL | 3.96% |
| Autodesk Inc | ADSK | 3.48% |
| Alibaba Group Holding Ltd ADR | BABA | 2.89% |
| NVIDIA Corp | NVDA | 2.04% |
| Cognizant Technology Solutions Corp A | CTSH | 1.98% |
