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Fidelity® Low-Priced Stock Fund (FLPSX)

54.23
Net Asset Value
+0.48%
1 Day
+9.60%
Year-to-Date
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
0.88%
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.

Performance

1 month+0.45% 3 years+6.88%
3 months+2.45% 5 years+12.62%
1 year+13.27% Since inception+13.74%
Data through --

Peer Comparisonvs. Mid-cap value

 FLPSXCategory
Performance 5-yr return+12.62%+13.37%
Expense ratio0.88%1.16%
Risk 5 year sharpe ratio1.441.19
Net assets$38.2B$1.8B
Average market cap$5.8B$10.1B
Average P/E15.518.1
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

Holdings

U.S. stock50.48%
International stock39.59%
Cash9.90%
Fixed income0.03%
Other0.01%
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 UnitedHealth4.97%
STX Seagate Technology PLC2.88%
BBY Best Buy Co Inc2.82%
ROST Ross Stores Inc2.80%
-- 2.34%
-- 2.03%
UNM Unum Group1.97%
AET Aetna1.59%
-- 1.56%
-- 1.50%