Fidelity Low-Priced Stock excels because of the strength of its new leaders and disciplined investment approach.
Fidelity Low-Priced Stock K FLPKX
- NAV / 1-Day Return 45.32 / +0.24 %
- Total Assets 28.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.830%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.70%
- Turnover 39%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis FLPKX
Will FLPKX 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 15.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Wells Fargo & Co | 1.92 | 515.0 Mil | Financial Services |
Elevance Health Inc | 1.88 | 504.0 Mil | Healthcare |
Seagate Technology Holdings PLC | 1.60 | 429.4 Mil | Technology |
Metro Inc | 1.55 | 417.2 Mil | Consumer Defensive |
UnitedHealth Group Inc | 1.53 | 410.1 Mil | Healthcare |
Next PLC | 1.46 | 393.0 Mil | Consumer Cyclical |
TotalEnergies SE ADR | 1.46 | 391.5 Mil | Energy |
PG&E Corp | 1.42 | 382.2 Mil | Utilities |
Reinsurance Group of America Inc | 1.13 | 302.8 Mil | Financial Services |
Unum Group | 1.10 | 294.6 Mil | Financial Services |