Fidelity Low-Priced Stock excels because of the strength of its new leaders and disciplined investment approach.
Fidelity Low-Priced Stock FLPSX
- NAV / 1-Day Return 47.92 / +1.05 %
- Total Assets 27.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.910%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.62%
- Turnover 39%
USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Wells Fargo & Co | 2.03 | 579.0 Mil | Financial Services |
Elevance Health Inc | 1.85 | 528.0 Mil | Healthcare |
Metro Inc | 1.49 | 425.3 Mil | Consumer Defensive |
TotalEnergies SE ADR | 1.44 | 412.2 Mil | Energy |
Fidelity Cash Central Fund | 1.43 | 407.4 Mil | Cash and Equivalents |
UnitedHealth Group Inc | 1.38 | 395.3 Mil | Healthcare |
Seagate Technology Holdings PLC | 1.36 | 388.5 Mil | Technology |
PG&E Corp | 1.33 | 378.6 Mil | Utilities |
Ovintiv Inc | 1.23 | 352.1 Mil | Energy |
Reinsurance Group of America Inc | 1.17 | 334.8 Mil | Financial Services |