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-4.56% 3 years+8.82%
3 months+5.10% 5 years+12.63%
1 year+18.02% Since inception+14.03%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+12.63%+13.25%
Expense ratio0.68%1.14%
Risk 5 year sharpe ratio1.441.11
Net assets$40.5B$1.9B
Average market cap$6.7B$11.1B
Average P/E15.819.9
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. stock47.32%
International stock41.25%
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 UnitedHealth5.59%
ROST Ross Stores Inc2.67%
BBY Best Buy Co Inc2.61%
STX Seagate Technology PLC2.45%
-- 2.32%
UNM Unum Group2.13%
-- 2.10%
AET Aetna1.96%
-- 1.75%
-- 1.70%