Fidelity Low-Priced Stock Fund Class K (FLPKX)

$45.35
F Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mid Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Low-Priced Stock Fund Class K 32 0.88 3.09% -7.20% 0.68%
U.S. Mid Cap 37 1.05 1.40% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 6.36% 4.58% 1.78%
Year-to-Date 3.09% 1.40% 1.69%
1 Year -4.41% 0.00% -4.41%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

32%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 32% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.68%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$869

Real cost (fees + lost compounding)

$1,074

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
94%

Return in excess of styles
(over past year)
-5.60%