Morningstar

Fidelity Low-Priced Stock FLPSX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 44.36  /  +1.21 %
  • Total Assets 27.5 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.89%
  • Turnover 23%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis FLPSX

Will FLPSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLPSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLPSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FLPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An inimitable portfolio in good hands.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Low-Priced Stock excels because of the strength of its new leaders and disciplined investment approach.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLPSX

More FLPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

1.73 482.6 Mil
Healthcare

Wells Fargo & Co

1.69 471.9 Mil
Financial Services

Metro Inc

1.55 431.5 Mil
Consumer Defensive

PG&E Corp

1.53 428.0 Mil
Utilities

Elevance Health Inc

1.24 346.6 Mil
Healthcare

TotalEnergies SE ADR

1.24 345.4 Mil
Energy

Fidelity Cash Central Fund

1.19 332.4 Mil
Cash and Equivalents

Unum Group

1.16 325.1 Mil
Financial Services

Universal Health Services Inc Class B

1.09 304.8 Mil
Healthcare

The Cigna Group

1.09 303.7 Mil
Healthcare

Sponsor Center