Fidelity OTC Portfolio - Class K(FOCKX)

美國基金

從投資組合中新增/移除新增至觀察名單

22.24 +0.29 +1.32%

24/05 - 關閉. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: Fidelity Investments

相關: NQ Composite TR

資產類別: 股票

晨星評級:
總資產: 7.2B

FOCKX綜觀

你可在本頁找到深入的Fidelity OTC Portfolio - Class K公司檔案，包括FOCKX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Large Growth

總資產

7.2B

費用

0.66%

基金成立

39577

聯絡資訊

地址 483 Bay Street
Toronto,ON M5G 2N7
Canada

電話 416-307-5200

傳真 1-800-387-8092

網絡 www.institutional.fidelity.com

主要管理層

名稱	主旨	成立於	直至
Christopher Lin	Portfolio Manager	2017	now
自傳	Christopher Lin is portfolio manager of Computers Portfolio, which he has managed since January 2013. Since joining Fidelity Investments in 2003, Mr. Lin has worked as a research analyst and portfolio manager.
Sonu Kalra	Portfolio Manager	2017	2019
自傳	Sonu Kalra is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Kalra is lead portfolio manager of Fidelity Blue Chip Growth Fund, Fidelity Series Blue Chip Growth Fund, Blue Chip Growth ETF, and Fidelity Blue Chip Growth Commingled Pool.
Gavin Baker	Sector Leader	2009	2017
自傳	Baker joined Fidelity in 1999 as an equity research analyst following companies in the cement and building materials industries. He subsequently followed the semiconductor industry. In 2002, Baker began following the pharmaceutical sector, and managed Fidelity Select Pharmaceuticals Portfolio from 2002 to 2005. He then started following large- cap consumer stocks before assuming — in 2006 —the role of diversified analyst working with the large– cap growth group. Baker most recently began serving as sector leader of the telecom and utilities equity research group.
Sonu Kalra	Portfolio Manager	2005	2009
自傳	Sonu Kalra is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Kalra is lead portfolio manager of Fidelity Blue Chip Growth Fund, Fidelity Series Blue Chip Growth Fund, Blue Chip Growth ETF, and Fidelity Blue Chip Growth Commingled Pool.
R. Shepherd Perkins	CIO (Chief Investment Officer)	2003	2005
自傳	Shep Perkins has been the Chief Investment Officer, Equities at Putnam since 2019. Prior to joining Putnam, Mr. Perkins was at Fidelity Investments, serving as Portfolio Manager; Portfolio Manager of Fidelity OTC Fund from 2003 to 2004; and as an Analyst, covering the health-care, telecommunications, and technology sectors, from 1997 to 2003. Prior to these roles, he was an Equity Research Associate, covering the chemicals sector at Donaldson, Lufkin & Jenrette from 1993 to 1997. He has been in the investment industry since 1993.
Jason Weiner	Vice President	2000	2003
自傳	Jason Weiner is co-manager of the fund, which he has managed since November 2006. He also manages Fidelity funds. Since joining Fidelity Investments in 1991, Mr. Weiner has worked as a research analyst and portfolio manager (other than a 6-month leave of absence in 2018).
Robert C. Bertelson	Portfolio Manager	1997	2000
自傳	Bertelson has been a portfolio manager with Fidelity Investments since 1991. From 1986 to 1991, he was a vice president and research analyst with Wellington Management Company. He also worked as a research associate with Booz, Allen & Hamilton from 1982 to 1984.
Charles Mangum	Vice President	1996	1997
自傳	Mangum is vice president and portfolio manager with Fidelity Investments. Since joining the company in 1990, he has served as an analyst and a manager. He also manages other Fidelity funds. Previously, he spent two years as a corporate finance analyst with Eppler, Guem, and Turner.
Abigail Johnson	Portfolio Manager	1994	1996
自傳	Johnson is a portfolio manager with Fidelity Investments. She joined Fidelity full time in 1988, after serving two summers as an equity research analyst with the company. Previously, Johnson was a research associate with the consulting firm of Booz, Allen and Hamilton.
Alan R. Radlo	CIO (Chief Investment Officer)	1990	1994
自傳	Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts.

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名稱	價格	升跌幅	升跌率%
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Stonehage Fleming.	320.324	-2.240	-0.70%
Dongbu Bio Health.	999.620	-9.010	-0.89%
KSM TOP 30 128	9,010.00	0.00	0.00%
UBS Barclays US L.	14.22	-0.02	-0.11%
Fidelity Small Ca.	79.301	+0.490	+0.63%
MJS	0.070	+0.005	+7.69%
Fidelity Advisor .	68.11	+0.27	+0.40%