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Fidelity® Low-Priced Stock (FLPSX)

43.37
Net Asset Value
+1.17%
1 Day
-9.17%
Year-to-Date
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
0.79%
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-4.39% 3 years+7.16%
3 months-9.90% 5 years+8.19%
1 year-10.91% Since inception+13.56%
Data through --

Peer Comparisonvs. Mid-cap value

 FLPSXCategory
Performance 5-yr return+8.19%+9.06%
Expense ratio0.79%1.22%
Risk 5 year sharpe ratio0.810.56
Net assets$37.7B$1.5B
Average market cap$6.5B$8.6B
Average P/E15.115.4
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJoel Tillinghast / 26 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock53.02%
International stock37.10%
Cash9.84%
Fixed income0.03%
Other0.00%
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 UnitedHealth5.11%
-- 4.43%
BBY Best Buy Co Inc2.59%
MSFT Microsoft2.50%
STX Seagate Technology PLC2.49%
ROST Ross Stores Inc2.17%
-- 1.96%
-- 1.72%
AZO Autozone Inc1.54%
UNM Unum Group1.51%

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