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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+2.34% 3 years+15.09%
3 months-0.91% 5 years+13.64%
1 year+8.50% Since inception+13.92%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+13.64%+11.31%
Expense ratio0.79%1.23%
Risk 5 year sharpe ratio1.080.85
Net assets$40.6B$1.6B
Average market cap$6.5B$8.5B
Average P/E16.015.9
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJoel Tillinghast / 25 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock51.67%
International stock39.09%
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 UnitedHealth5.05%
-- 4.29%
STX Seagate Technology PLC3.17%
BBY Best Buy Co Inc2.31%
MSFT Microsoft2.22%
ROST Ross Stores Inc2.19%
-- 1.81%
-- 1.74%
UNM Unum Group1.51%
-- 1.35%

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