Fidelity Low-Priced Stock Fund (FLPSX)

$49.35
B Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. All Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Low-Priced Stock Fund 13 0.77 22.90% 1.57% 0.79%
U.S. All Cap - Value 15 0.94 29.29% - -

* 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 8.72% 6.95% 1.77%
Year-to-Date 22.90% 29.29% -6.39%
1 Year 19.83% 24.78% -4.94%

Risk, Fees & Styles

(as of 11/30/2019)
RISK PROFILE Help

Fund's Risk

13%

(high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 13% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.79%

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

Total fees paid

$1,004

Real cost (fees + lost compounding)

$1,242

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
94%

Return in excess of styles
(over past year)
2.81%