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Fidelity® Low-Priced Stock Fund (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+1.26% 3 years+6.27%
3 months+4.07% 5 years+13.69%
1 year+13.27% Since inception+13.72%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+13.69%+12.02%
Expense ratio0.88%1.17%
Risk 5 year sharpe ratio1.461.21
Net assets$38.4B$1.8B
Average market cap$5.6B$9.9B
Average P/E15.517.8
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJoel Tillinghast / 27 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock53.52%
International stock37.74%
Fixed income0.04%
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 UnitedHealth5.33%
STX Seagate Technology PLC3.16%
ROST Ross Stores Inc2.96%
BBY Best Buy Co Inc2.61%
-- 2.11%
UNM Unum Group1.95%
-- 1.75%
AZO Autozone Inc1.49%
AET Aetna1.39%
-- 1.38%