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Fidelity® Low-Priced Stock (FLPSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests primarily in common stocks and invests at least 80% of assets in low-priced stocks (those priced at or below $35 per share), which can lead to investments in small and medium-sized companies. It potentially invests in stocks not considered low-priced and in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.


1 month-0.25% 3 years+18.22%
3 months-0.23% 5 years+15.45%
1 year+8.86% Since inception+14.36%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+15.45%+16.08%
Expense ratio0.82%1.24%
Risk 5 year sharpe ratio1.301.12
Net assets$45.4B$1.8B
Average market cap$6.3B$9.5B
Average P/E15.317.5
Portfolio turnover12%12%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJoel Tillinghast / 25 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock51.74%
International stock38.87%
Fixed income0.03%
Top 5 Sectors
Portfolio weighting
Consumer service 22.65%
Healthcare 14.25%
Consumer goods 14.21%
Industrial materials 11.63%
Financial service 9.81%
Top 10 Holdings
Portfolio weighting
UNH UnitedHealth4.61%
-- 3.84%
STX Seagate Technology PLC3.66%
MSFT Microsoft2.75%
BBY Best Buy Co Inc2.44%
ROST Ross Stores Inc2.02%
-- 1.91%
UNM Unum Group1.43%
-- 1.38%
AZO Autozone Inc1.26%