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A Smaller-Cap Fund for Risk-Averse Investors

Silver-rated Fidelity Low-Priced Stock offers a unique, well-executed strategy despite its large size.

A Smaller-Cap Fund for Risk-Averse Investors
Mentioned:

Robby Greengold: Risk-averse investors wanting exposure to small- and mid-cap equities should feel comfortable holding Fidelity Low-Priced Stock, which carries a Morningstar Analyst Rating of Silver.

Manager Joel Tillinghast uses a value-oriented strategy that focuses on competitively advantaged, financially sound businesses that he considers to be worthwhile long-term holdings. His approach is well-defined and consistently delivers a portfolio full of relatively inexpensive businesses with benchmark-beating returns on equity and modest debt.

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Robby Greengold does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.