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Fidelity Low-Priced Stock K (FLPKX)

47.71 +0.09 (+0.19%)
At close: May 10 at 8:01 PM EDT
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DELL
  • Previous Close 47.62
  • YTD Return 4.75%
  • Expense Ratio 0.91%
  • Category Mid-Cap Value
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 27.18B
  • Beta (5Y Monthly) 0.79
  • Yield 1.75%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.93
  • Inception Date Dec 27, 1989

The fund normally invests primarily in common stocks and invests at least 80% of its assets in low-priced stocks (those priced at or below $35 per share or with an earnings yield at or above the median for the Russell 2000 ® Index), which can lead to investments in small and medium-sized companies. It potentially invests in stocks not considered low-priced and in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.

Fidelity Investments

Fund Family

Mid-Cap Value

Fund Category

27.18B

Net Assets

1989-12-27

Inception Date

Performance Overview: FLPKX

Trailing returns as of 5/10/2024. Category is Mid-Cap Value.

YTD Return

FLPKX
4.75%
Category
21.28%
 

1-Year Return

FLPKX
17.14%
Category
55.83%
 

3-Year Return

FLPKX
6.07%
Category
11.08%
 

5-Year Return

FLPKX
11.39%
Category
11.93%
 

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Holdings: FLPKX

Top 10 Holdings (14.71% of Total Assets)

SymbolCompany% Assets
WFC
Wells Fargo & Company 2.07%
ELV
Elevance Health, Inc. 1.85%
MRU.TO
Metro Inc. 1.56%
STX
Seagate Technology Holdings plc 1.46%
UNH
UnitedHealth Group Incorporated 1.43%
TTE
TotalEnergies SE 1.39%
PCG
PG&E Corporation 1.37%
NXT.L
NEXT plc 1.24%
OVV
Ovintiv Inc. 1.22%
CI
The Cigna Group 1.12%

Sector Weightings

SectorFLPKX
Technology   16.70%
Industrials   16.42%
Healthcare   12.20%
Energy   9.39%
Utilities   1.71%
Real Estate   1.14%

Recent News: FLPKX

Research Reports: FLPKX

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