Fidelity� Low-Priced Stock Fund

 (MUTF:FLPSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.15%  
1 week   +0.50%
   
4 week   +2.33%
   
3 month   +4.37%
   
YTD   +14.12%
   
1 year   +18.95%
   
3 years*   +9.86%
   
5 years*   +13.06%
   
*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 assets38.55B 
Front load-  
Deferred load-  
Expense ratio0.68%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash11.38%  
Stocks88.58%  
Bonds0.02%  
Preferred0.01%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
52.30-0.08(-0.15%)
Oct 18, 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 Investments
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* -1.40 -0.20 0.71 0.58
Beta* 1.00 0.80 0.85 1.03
Mean annual return 1.33 0.71 1.04 0.77
R-squared* 71.74 83.18 83.27 90.70
Standard deviation 6.46 8.84 8.91 16.42
Sharpe ratio 2.35 0.92 1.38 0.53
* 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%