See what your fund actually adds
Fidelity OTC K6 Portfolio FOKFX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FOKFX | Replication |
|---|---|---|
| Annualized growth | 16.3% | 14.2% |
| Annualized volatility | 21.5% | 20.5% |
| Sharpe ratio | 0.81 | 0.75 |
| Maximum drawdown | 37.3% | 34.1% |
| Replication fit (R²) | 0.96 · Tracking error 4.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model FOKFX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 60.8% |
| XLK | Sector · Technology | 18.9% |
| VOX | Sector · Communication | 8.0% |
| MTUM | Factor · Momentum | 6.5% |
| VWO | Emerging Markets | 5.8% |