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 47.66 / +0.29 %
- Total Assets 27.6 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 Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 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 14.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Wells Fargo & Co | 1.84 | 507.3 Mil | Financial Services |
Elevance Health Inc | 1.84 | 506.7 Mil | Healthcare |
Fidelity Cash Central Fund | 1.79 | 491.8 Mil | Cash and Equivalents |
UnitedHealth Group Inc | 1.60 | 441.5 Mil | Healthcare |
Seagate Technology Holdings PLC | 1.56 | 429.7 Mil | Technology |
Metro Inc | 1.50 | 413.1 Mil | Consumer Defensive |
PG&E Corp | 1.49 | 410.2 Mil | Utilities |
TotalEnergies SE ADR | 1.48 | 406.4 Mil | Energy |
Next PLC | 1.47 | 405.5 Mil | Consumer Cyclical |
Ovintiv Inc | 1.09 | 300.1 Mil | Energy |