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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+2.95% 3 years+9.00%
3 months+7.31% 5 years+13.64%
1 year+16.48% Since inception+13.87%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+13.64%+12.71%
Expense ratio0.68%1.15%
Risk 5 year sharpe ratio1.471.17
Net assets$39.4B$1.8B
Average market cap$6.1B$10.3B
Average P/E15.518.4
Portfolio turnover8%8%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJoel Tillinghast / 27 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock48.35%
International stock40.16%
Fixed income0.04%
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 UnitedHealth5.19%
BBY Best Buy Co Inc2.88%
ROST Ross Stores Inc2.37%
-- 2.30%
STX Seagate Technology PLC2.21%
UNM Unum Group2.10%
-- 1.89%
-- 1.86%
AET Aetna1.81%
-- 1.62%