Fidelity® Low-Priced Stock (FLPSX)

52.07
Net Asset Value
-0.15%
1 Day
+5.28%
Year-to-Date
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
0.80%
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+0.29% 3 years+22.09%
3 months+5.34% 5 years+17.56%
1 year+17.02% Since inception+14.53%
Data through --

Peer Comparisonvs. Mid-cap value

 FLPSXCategory
Performance 5-yr return+17.56%+20.46%
Expense ratio0.80%1.28%
Risk 5 year sharpe ratio1.251.11
Net assets$46.8B$1.9B
Average market cap$5.3B$8.7B
Average P/E13.917.0
Portfolio turnover11%11%

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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

Holdings

U.S. stock51.19%
International stock33.96%
Cash14.78%
Fixed income0.05%
Other0.02%
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 PLC3.81%
UNH UnitedHealth Group Inc3.54%
STX Seagate Technology PLC3.28%
MSFT Microsoft Corp2.62%
BBY Best Buy Co Inc1.91%
ROST Ross Stores Inc1.41%
-- Metro Inc1.40%
ORCL Oracle Corporation1.17%
UNM Unum Group1.15%
-- Eni SpA1.10%

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