46.32 Up +0.44 +0.96%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 45.88
Category Mid-Cap Blend
Net Assets 26.13 Bil
Yield 1.03%
Morningstar Risk Below Average
Morningstar Return Above Average
  • Last NAV update 5/17/2013 4:00 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 $10,000
  2009 2010 2011 2012 2013
Return 39.08% 20.70% -0.06% 18.50% 17.27%
Value ($) 13,908.00 16,786.96 16,776.89 19,880.61 23,313.99
  • Year to date performance as of 5/16/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Joel Tillinghast
Tenure (Years) 23
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 2,500.00
Front Load 0.00
Expense Ratio 0.77%
PERFORMANCE
Symbol Value ($)
1 Month 7.47%
3 Months 10.21%
1 Year 33.50%
3 Years* 16.40%
5 Years* 7.94%
  • * Annualized returns
  • Performance as of 5/16/2013 8:00 PM ET
PEER COMPARISON
  FLPSX Mid-Cap Blend
5-Yr Return 7.94% 5.64%
Sharpe Ratio 0.86 0.67
Net Assets 26.13 Bil 529.50 Mil
Avg Market Cap 3.95 Bil 6.28 Bil
Avg P/E 12.16 15.03
Portfolio Turnover 19 60
HOLDINGS
Symbol Value ($)
Stocks 92.02%
Cash 7.87%
Fixed Income 0.00%
Other 0.11%
DATA PROVIDERS

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Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

Financial data in US dollars | Page generated 11:26 AM ET
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