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 its assets in low-priced stocks (those priced at or below $35 per share or with an earnings yield at or above the median for the Russell 2000 - Index)- 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+0.55% 3 years+8.25%
3 months-3.89% 5 years+11.77%
1 year+16.02% Since inception+13.73%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+11.77%+10.06%
Expense ratio0.68%1.13%
Risk 5 year sharpe ratio1.180.89
Net assets$37.4B$1.8B
Average market cap$7.7B$10.3B
Average P/E16.815.1
Portfolio turnover8%8%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJoel Tillinghast / 28 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock50.43%
International stock41.39%
Fixed income0.03%
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 UnitedHealth5.87%
STX Seagate Technology PLC3.35%
ROST Ross Stores Inc3.18%
BBY Best Buy Co Inc3.11%
-- 2.38%
-- 2.09%
UNM Unum Group2.03%
AET Aetna2.01%
-- 1.52%