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-4.47% 3 years+18.21%
3 months-3.72% 5 years+14.67%
1 year+5.63% Since inception+14.43%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+14.67%+15.01%
Expense ratio0.82%1.27%
Risk 5 year sharpe ratio1.130.98
Net assets$45.9B$1.9B
Average market cap$5.5B$8.4B
Average P/E14.416.4
Portfolio turnover12%12%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJoel Tillinghast / 24 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock51.14%
International stock34.86%
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
-- Next PLC3.94%
UNH UnitedHealth Group Inc3.81%
STX Seagate Technology PLC3.65%
MSFT Microsoft Corp2.77%
BBY Best Buy Co Inc2.18%
-- Metro Inc1.46%
ROST Ross Stores Inc1.34%
UNM Unum Group1.22%
ORCL Oracle Corporation1.14%
SWY Safeway Inc1.04%

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