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Fidelity® Low-Priced Stock Fund (FLPSX)

49.12
Net Asset Value
+0.10%
1 Day
+2.87%
Year-to-Date
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
0.79%
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+1.01% 3 years+6.70%
3 months+1.63% 5 years+9.87%
1 year-2.39% Since inception+13.59%
Data through --

Peer Comparisonvs. Mid-cap value

 FLPSXCategory
Performance 5-yr return+9.87%+8.77%
Expense ratio0.79%1.21%
Risk 5 year sharpe ratio0.790.66
Net assets$39.5B$1.6B
Average market cap$5.5B$9.2B
Average P/E14.616.0
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJoel Tillinghast / 26 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock52.72%
International stock34.24%
Cash13.00%
Fixed income0.03%
Other0.00%
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 UnitedHealth5.60%
-- 2.71%
ROST Ross Stores Inc2.51%
BBY Best Buy Co Inc2.43%
-- 2.33%
-- 1.56%
AZO Autozone Inc1.55%
STX Seagate Technology PLC1.50%
UNM Unum Group1.49%
-- 1.45%

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