Fidelity� Low-Priced Stock Fund

 (MUTF:FLPSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.50%  
1 week   +0.38%
   
4 week   +3.11%
   
3 month   +5.58%
   
YTD   +18.12%
   
1 year   +17.10%
   
3 years*   +9.62%
   
5 years*   +13.42%
   
*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 assets39.45B 
Front load-  
Deferred load-  
Expense ratio0.68%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash11.38%  
Stocks88.51%  
Bonds0.02%  
Preferred0.08%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
53.49+0.12(0.22%)
Dec 14, 7:00PM EST Overall Morningstar RatingTM

Description

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.
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* 5.86 -0.05 0.38 0.59
Beta* 0.55 0.80 0.86 1.03
Mean annual return 1.47 0.73 1.12 0.83
R-squared* 51.04 83.44 83.38 90.71
Standard deviation 3.01 8.89 8.90 16.27
Sharpe ratio 5.61 0.94 1.47 0.59
* Against standard index

Top 10 holdings

Security Net Assets  
UnitedHealth Group Inc (UNH) 5.19%  
Best Buy Co Inc (BBY) 2.88%  
Ross Stores Inc (ROST) 2.37%  
Metro Inc (MTRAF) 2.30%  
Seagate Technology PLC (STX) 2.21%  
Unum Group (UNM) 2.10%  
Next PLC (NXGPF) 1.89%  
Hon Hai Precision Industry Co Ltd (HNHAF) 1.86%  
Aetna Inc (AET) 1.81%  
Barratt Developments PLC (BTDPF) 1.62%