Fidelity OTC Portfolio FOCPX | NASDAQ
$27.26
$0.00 | 0.00%
TREND SIGNAL:
Company Overview:
Market Cap:
$47.08B
Trailing PE:
N/A
FWD PE:
—
Payout Ratio (TTM):
—
52-Week Range:
$22.39 - $31.47
10 Year FOCPX Performance Metrics:
Total Return (with DRIP):
361.7% (16.53% CAGR)
Total Return (no DRIP):
327.3% (15.63% CAGR)
Share Price:
221.1% (12.37% CAGR)
Yield on Cost (with DRIP):
71.11%
Total Invested:
$10,000
Total Value (with DRIP):
$46,173
Total Return $ (with DRIP):
$36,173
Dividend Increase:
54.9% (17.05% CAGR)
Dividend Yield (FWD):
15.40% ($4.20)
FOCPX 10-yr Total Return ($10K invested)
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
FOCPX Share Price
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
All
FOCPX Price CAGR:1Y: 14.20%2Y: 14.51%5Y: 6.82%10Y: 12.37%
FOCPX Dividend Payments & Yield
FOCPX Dividend CAGR:1Y: 399.17%2Y: 100.24%5Y: 234.66%10Y: 114.88%
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FOCPX Dividends Info:
Annual Dividend:
$4.198
Forward Yield:
15.4%
Ex-Dividend Date:
2026-09-11
Lifetime Dividends / Share:
$16.41
FOCPX Dividend History: Dates, Payments & Yield list
Below is a schedule of all FOCPX dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 09/11/2026 | 09/14/2026 | $4.198 | 15.76% | 15.89% | $26.42 |
| 12/12/2025 | 12/15/2025 | $0.841 | 3.51% | 3.54% | $23.76 |
| 09/12/2025 | 09/15/2025 | $1.047 | 4.47% | 4.42% | $23.67 |
| 12/13/2024 | 12/16/2024 | $0.676 | 3.07% | 3.03% | $22.30 |
| 09/13/2024 | 09/16/2024 | $2.246 | 11.26% | 11.33% | $19.83 |
| 12/01/2023 | 12/04/2023 | $0.010 | 0.06% | 0.06% | $17.32 |
| 09/03/1993 | 11/30/-0001 | $0.205 | 8.33% | 8.33% | $2.46 |
| 12/10/1993 | 11/30/-0001 | $0.010 | 0.43% | 0.43% | $2.35 |
| 12/09/1994 | 11/30/-0001 | $0.021 | 0.94% | 0.94% | $2.23 |
| 09/08/1995 | 11/30/-0001 | $0.061 | 1.89% | 1.89% | $3.22 |
| 12/15/1995 | 11/30/-0001 | $0.002 | 0.07% | 0.07% | $2.97 |
| 09/06/1996 | 11/30/-0001 | $0.008 | 0.27% | 0.27% | $3.00 |
| 12/13/1996 | 11/30/-0001 | $0.155 | 4.78% | 4.78% | $3.24 |
| 09/05/1997 | 11/30/-0001 | $0.107 | 2.8% | 2.8% | $3.82 |
| 12/26/1997 | 11/30/-0001 | $0.145 | 4.55% | 4.55% | $3.19 |
| 12/11/1992 | 11/30/-0001 | $0.019 | 0.76% | 0.76% | $2.49 |
| 09/04/1992 | 11/30/-0001 | $0.006 | 0.27% | 0.27% | $2.24 |
| 12/13/1991 | 11/30/-0001 | $0.007 | 0.31% | 0.31% | $2.29 |
| 09/30/1985 | 11/30/-0001 | $0.001 | 0.07% | 0.07% | $1.34 |
| 10/13/1986 | 11/30/-0001 | $0.002 | 0.12% | 0.12% | $1.67 |
| 12/15/1987 | 11/30/-0001 | $0.002 | 0.15% | 0.15% | $1.36 |
| 12/14/1988 | 11/30/-0001 | $0.030 | 1.73% | 1.73% | $1.73 |
| 09/07/1989 | 11/30/-0001 | $0.009 | 0.4% | 0.4% | $2.25 |
| 12/07/1989 | 11/30/-0001 | $0.042 | 2.09% | 2.09% | $2.01 |
| 09/07/1990 | 11/30/-0001 | $0.005 | 0.27% | 0.27% | $1.82 |
| 12/14/1990 | 11/30/-0001 | $0.003 | 0.16% | 0.16% | $1.82 |
| 09/06/1991 | 11/30/-0001 | $0.005 | 0.21% | 0.21% | $2.37 |
| 09/04/1998 | 11/30/-0001 | $0.238 | 7.63% | 7.63% | $3.12 |
| 09/03/1999 | 11/30/-0001 | $0.416 | 8.4% | 8.4% | $4.95 |
| 09/11/2015 | 11/30/-0001 | $0.387 | 4.94% | 4.94% | $7.83 |
| 12/11/2015 | 11/30/-0001 | $0.064 | 0.79% | 0.79% | $8.11 |
| 12/09/2016 | 11/30/-0001 | $0.270 | 3.25% | 3.25% | $8.32 |
| 09/15/2017 | 11/30/-0001 | $0.476 | 4.57% | 4.57% | $10.42 |
| 12/08/2017 | 11/30/-0001 | $0.058 | 0.53% | 0.53% | $10.96 |
| 09/14/2018 | 11/30/-0001 | $0.492 | 3.86% | 3.86% | $12.75 |
| 12/07/2018 | 11/30/-0001 | $0.297 | 2.88% | 2.88% | $10.30 |
| 09/13/2019 | 11/30/-0001 | $0.837 | 7.18% | 7.18% | $11.65 |
| 12/20/2019 | 11/30/-0001 | $0.133 | 1.04% | 1.04% | $12.73 |
| 12/12/2014 | 11/30/-0001 | $0.353 | 4.52% | 4.52% | $7.80 |
| 09/05/2014 | 11/30/-0001 | $0.675 | 8.41% | 8.41% | $8.02 |
| 12/17/1999 | 11/30/-0001 | $0.135 | 2.17% | 2.17% | $6.23 |
| 09/08/2000 | 11/30/-0001 | $1.187 | 18.93% | 18.93% | $6.27 |
| 12/22/2000 | 11/30/-0001 | $0.079 | 1.89% | 1.89% | $4.17 |
| 12/17/2004 | 11/30/-0001 | $0.040 | 1.18% | 1.18% | $3.40 |
| 12/29/2004 | 11/30/-0001 | $0.001 | 0.03% | 0.03% | $3.47 |
| 12/14/2012 | 11/30/-0001 | $0.025 | 0.42% | 0.42% | $5.97 |
| 12/27/2012 | 11/30/-0001 | $0.002 | 0.04% | 0.04% | $5.99 |
| 09/06/2013 | 11/30/-0001 | $0.005 | 0.07% | 0.07% | $7.37 |
| 12/13/2013 | 11/30/-0001 | $0.374 | 5.1% | 5.1% | $7.32 |
| 09/11/2020 | 11/30/-0001 | $0.007 | 0.05% | 0.05% | $15.15 |
Projected Future Returns & Dividends for FOCPX
Based on past 10-year performance, here are FOCPX growth metrics:
Share price CAGR of +12.37%
Dividend CAGR of +778.91%
Using FOCPX CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| FOCPX (DRIP) | FOCPX - No DRIP | |
|---|---|---|
| Current Price | $27.26 | $27.26 |
| Start Shares | 366.84 | 366.84 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 1,536.48 | 366.84 |
| Dividends Payment | $105.43 | $105.43 |
| Annual Dividends | $161,984 | $38,674 |
| Yield on cost | 1,619.84% | 386.74% |
| Share Price | $87.53 | $87.53 |
| Total Dividends | $64,594 | $27,517 |
| Final Value | $134,484 | $59,625 |
Estimated Future Value + Dividends - FOCPX
NOTE: Above numbers are our estimate based on FOCPX's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
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Company Info
Fidelity OTC Portfolio (FOCPX) had its IPO on 1984-12-31, and is traded on NASDAQ stock exchange.
This investment portfolio predominantly allocates its capital to equity shares. Typically, at least 80% of its holdings are concentrated in securities principally listed on the NASDAQ exchange or within the over-the-counter (OTC) market, which are recognized for featuring a higher proportion of smaller and mid-sized companies. More than a quarter of its total assets are dedicated to the technology sector. The fund seeks investment opportunities from both domestically based and international issuers. Its strategy permits investment in growth stocks, value stocks, or a combination of both. Importantly, this fund operates without a diversified structure.
FOCPX website: https://fundresearch.fidelity.com/mutual-funds/summary/316389105
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Loading signals…
DCF model unavailable for FOCPX — no fundamentals on file (ETFs and funds are not modelable).
