DV
Dividend Vision

FOTJX — Fidelity Advisor OTC Fund - Class Z

Fidelity Advisor OTC Fund - Class Z (FOTJX)

FOTJX pays a 0.00% distribution rate, on a 0.69% expense ratio. Total return is 85.5% over the past 1.8 years, 48.8 points ahead of SPY at 36.7%. Its deepest 1-year drawdown was 11.3%.

Fidelity Advisor OTC Fund – Class Z is a mutual fund that invests primarily in common stocks traded on NASDAQ or over-the-counter markets, with over a quarter of assets in technology stocks and exposure to both domestic and foreign issuers. The fund does not currently distribute income to shareholders and carries an expense ratio of 0.69%. It appeals to growth-oriented investors seeking equity exposure to smaller and mid-cap companies, particularly in the technology sector, rather than income-focused investors.

FOTJX key facts

Issuer
Fidelity Investments
Asset type
Mutual Fund
Asset class
Equity
Expense ratio
0.69%
Distribution rate
0.00%
Trailing yield
6.15%
Last close
$30.70
AUM
$31,169,744,896
Average volume
0.0
Last dividend
$0.8410
Ex-dividend date
12/12/2025
Beta
1.3