Fidelity Low-Priced Stock
(FLPSX)
46.50
+0.37
+0.80%
+0.37
+0.80%
MORE ON FLPSX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 46.13 |
| Category | Mid-Cap Blend |
| Net Assets | 26.71 Bil |
| Yield | 1.02% |
| Morningstar Risk | Below Average |
| Morningstar Return | Above Average |
- Last NAV update 6/18/2013 11:33 PM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| 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. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 39.08% | 20.70% | -0.06% | 18.50% | 17.72% |
| Value ($) | 13,907.71 | 16,786.41 | 16,776.60 | 19,880.01 | 23,403.05 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Joel Tillinghast |
| Tenure (Years) | 23 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.88% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | 0.39% |
| 3 Months | 8.09% |
| 1 Year | 32.56% |
| 3 Years* | 17.23% |
| 5 Years* | 9.17% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| FLPSX | Mid-Cap Blend | |
|---|---|---|
| 5-Yr Return | 9.17% | 6.08% |
| Sharpe Ratio | 1.12 | 3.63 |
| Net Assets | 26.71 Bil | 552.05 Mil |
| Avg Market Cap | 3.95 Bil | 6.25 Bil |
| Avg P/E | 11.01 | 16.91 |
| Portfolio Turnover | 19 | 55 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 92.04% |
| Cash | 7.87% |
| Fixed Income | 0.00% |
| Other | 0.09% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| UnitedHealth Group Inc | 3.45% |
| Next PLC | 2.91% |
| Seagate Technology PLC | 2.81% |
| Microsoft Corporation | 2.48% |
| Metro Inc. | 1.84% |
| Coventry Health Care, Inc. | 1.66% |
| Ross Stores, Inc. | 1.62% |
| Eni SpA | 1.36% |
| Oracle Corporation | 1.29% |
| Bed Bath & Beyond, Inc. | 1.05% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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