Fidelity Low-Priced Stock (FLPSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:01PM EDT
Fidelity Low-Priced Stock
Boston, MA 02109
82 Devonshire Street
Fidelity Puritan Trust
Management information
,Lead manager since 20 April 2017
Salim Hart, portfolio manager, is a quantitative analyst at Fidelity Investments. Salim conducts portfolio construction research, designs quantitative models for stock selection, and performs attributions to determine drivers of equity performance. Prior to joining Fidelity in 2007, Salim worked as a software developer/team leader at Esoterix Inc. and as a consultant at Stonebridge Technologies. Salim earned his BBA from the University of Texas at Austin and his MBA from MIT Sloan School of Management. He is also a CFA charterholder.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Value
Fund familyFidelity Investments
Net assets28.57B
YTD return8.30%
Yield1.62%
Morningstar rating★★★★★
Inception date26 Dec 1989
Fund operations
Last dividend0.89
Last cap gain43.00
Holdings turnover39.00%
Average for categoryN/A
Fees and expenses
ExpenseFLPSXCategory average
Annual report expense ratio (net)0.91%1.01%
Prospectus net expense ratio0.91%N/A
Prospectus gross expense ratio0.91%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.38%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.