Fidelity Low-Priced Stock
(FLPSX)
+0.44
+0.96%
| 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
| 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 $35 per share), which can lead to investments in small and medium-sized companies. It potentially invests in stocks not considered low-priced and in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 39.08% | 20.70% | -0.06% | 18.50% | 17.27% |
| Value ($) | 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
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Joel Tillinghast |
| Tenure (Years) | 23 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.77% |
| Symbol | Value ($) |
|---|---|
| 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
| 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 |
| Symbol | Value ($) |
|---|---|
| Stocks | 92.02% |
| Cash | 7.87% |
| Fixed Income | 0.00% |
| Other | 0.11% |
| 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% |
Copyright © 2013 Microsoft. All rights reserved.
Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.
Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
