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FOCPX vs FSPTX

Both FOCPX and FSPTX are mutual funds. FOCPX has a lower 5-year return than FSPTX (26.68% vs 33.96%). FOCPX has a higher expense ratio than FSPTX (0.87% vs 0.71%). Below is the comparison between FOCPX and FSPTX.

FOCPX FSPTX
Segment U.S. Equity: Large Growth Specialty: Technology
Issuer Fidelity Investments Fidelity Investments
Net Assets $19.75B $11.72B
Expense Ratio 0.87% 0.71%
Management Style active active
Dividend Yield 0.04% 0.09%
Minimum Investment $2,500.00 $2,500.00
YTD Return 0.23% 1.64%
1-Year Return 9.44% 13.13%
3-Year Return 23.29% 29.22%
5-Year Return 26.68% 33.96%
10-Year Return 18.72% 19.65%

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 performance & returns

YTD Return 0.23%
1-Month Return 2.69%
3-Month Return 9.44%
1-Year Return 9.44%
3-Year Return 23.29%
5-Year Return 26.68%
10-Year Return 18.72%
FOCPX expense ratio is 0.87%.

FOCPX holdings

Top 10 Holdings (52.17% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 11.37%
Microsoft Corp MSFT 10.12%
Amazon.com Inc AMZN 9.53%
Facebook Inc A FB 5.02%
Alphabet Inc A GOOGL 4.98%
Tesla Inc TSLA 2.96%
NVIDIA Corp NVDA 2.69%
Alphabet Inc Class C GOOG 2.09%
Reliance Industries Ltd RELIANCE.B 1.83%
Starbucks Corp SBUX 1.58%

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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 performance & returns

YTD Return 1.64%
1-Month Return 5.72%
3-Month Return 13.13%
1-Year Return 13.13%
3-Year Return 29.22%
5-Year Return 33.96%
10-Year Return 19.65%
FSPTX expense ratio is 0.71%.

FSPTX holdings

Top 10 Holdings (51.66% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 17.83%
Apple Inc AAPL 9.38%
Alibaba Group Holding Ltd ADR BABA 4.75%
Mastercard Inc A MA 4.62%
NVIDIA Corp NVDA 3.42%
Salesforce.com Inc CRM 2.78%
Vivint Solar Inc N/A 2.67%
PayPal Holdings Inc PYPL 2.36%
Fidelity National Information Services Inc FIS 2.02%
Uber Technologies Inc UBER 1.83%

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