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Fidelity® Low-Priced Stock Fund (FLPSX)

49.49
Net Asset Value
-0.26%
1 Day
+0.02%
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-0.58% 3 years+5.45%
3 months+4.88% 5 years+11.89%
1 year+17.07% Since inception+13.66%
Data through --

Peer Comparisonvs. Mid-cap value

 FLPSXCategory
Performance 5-yr return+11.89%+13.81%
Expense ratio0.88%1.19%
Risk 5 year sharpe ratio1.231.14
Net assets$39.4B$1.8B
Average market cap$5.3B$9.5B
Average P/E14.718.2
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. stock52.00%
International stock36.56%
Cash11.40%
Fixed income0.04%
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 UnitedHealth5.45%
ROST Ross Stores Inc2.85%
BBY Best Buy Co Inc2.64%
STX Seagate Technology PLC2.43%
-- 2.20%
-- 2.17%
AZO Autozone Inc1.55%
UNM Unum Group1.54%
-- 1.43%
-- 1.28%

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