Fidelity® Low-Priced Stock (FLPSX)

49.50
Net Asset Value
-0.68%
1 Day
-1.49%
Year-to-Date
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
0.82%
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-1.27% 3 years+17.03%
3 months+3.27% 5 years+15.50%
1 year+9.50% Since inception+14.47%
Data through --

Peer Comparisonvs. Mid-cap value

 FLPSXCategory
Performance 5-yr return+15.50%+15.05%
Expense ratio0.82%1.27%
Risk 5 year sharpe ratio1.130.99
Net assets$46.3B$1.9B
Average market cap$5.9B$9.5B
Average P/E14.817.4
Portfolio turnover12%12%

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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$500.00

Holdings

U.S. stock51.23%
International stock37.24%
Cash11.48%
Fixed income0.06%
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 UnitedHealth Group Inc4.50%
STX Seagate Technology PLC3.93%
-- Next PLC3.54%
MSFT Microsoft Corp2.93%
BBY Best Buy Co Inc2.46%
ROST Ross Stores Inc1.68%
-- Metro Inc1.55%
UNM Unum Group1.33%
-- Barratt Developments PLC1.17%
SWY Safeway Inc1.14%

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