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Morningstar

Fidelity® Low-Priced Stock FLPSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 48.03  /  0.93 %
  • Total Assets 27.8 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.10%
  • Turnover 14%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis FLPSX

Will FLPSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLPSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FLPSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FLPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A worthwhile strategy both before and beyond the retirement of its legendary leader.

Strategist

Summary

| by Robby Greengold

The capabilities and experience of Fidelity Low-Priced Stock’s still-new lead managers make them well-suited to run its inimitable portfolio once Joel Tillinghast wraps up his long and successful tenure as its lead. The strategy earns a Morningstar Analyst Rating of Bronze.

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