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%
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