Fidelity� Low-Priced Stock Fund

 (MUTF:FLPSX)   Watch this mutual fund  
Find more results for FLPSX

Performance

Trailing returns

1 day
   
-0.07%  
1 week   +0.78%
   
4 week   +2.27%
   
3 month   +4.32%
   
YTD   +9.44%
   
1 year   +15.85%
   
3 years*   +6.80%
   
5 years*   +13.55%
   
*annualized
Best 3 month return+31.91%  
Worst 3 month return-35.67%  

Morningstar statistics

Morningstar category: Mid-Cap Value
  Return Risk Rating
3 years Average Low
5 years Average Low
10 years Above Average Below Average
Overall Above Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets38.25B 
Front load-  
Deferred load-  
Expense ratio0.88%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash9.90%  
Stocks90.07%  
Bonds0.01%  
Preferred0.01%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
54.09-0.06(-0.11%)
Jul 23, 8:00PM EDT Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset managers:
Justin Bennett (Started: Sep 6, 2011)
Katherine Buck (Started: Sep 6, 2011)
John Mirshekari (Started: Sep 6, 2011)
Shadman Riaz (Started: Sep 6, 2011)
Morgen Peck (Started: May 31, 2016)
Sam Chamovitz (Started: Apr 21, 2017)
Salim Hart (Started: Apr 21, 2017)
Joel Tillinghast (Started: Dec 27, 1989)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.44 -1.57 0.72 0.07
Beta* 0.92 0.81 0.85 1.03
Mean annual return 1.32 0.53 1.07 0.70
R-squared* 71.57 83.56 82.09 90.53
Standard deviation 6.59 9.22 9.00 16.50
Sharpe ratio 2.31 0.67 1.41 0.48
* Against standard index

Top 10 holdings

Security Net Assets  
UnitedHealth Group Inc (UNH) 4.97%  
Seagate Technology PLC (STX) 2.88%  
Best Buy Co Inc (BBY) 2.82%  
Ross Stores Inc (ROST) 2.80%  
Metro Inc (MTRAF) 2.34%  
Next PLC (NXGPF) 2.03%  
Unum Group (UNM) 1.97%  
Aetna Inc (AET) 1.59%  
Hon Hai Precision Industry Co Ltd (HNHAF) 1.56%  
Barratt Developments PLC (BTDPF) 1.50%