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Fidelity Low-Priced Stock (FLPSX)

50.82 Down 0.21(0.41%) Aug 1

Profile as of Jun 29, 2014Get Profile for:
Fidelity Low-Priced Stock
Fidelity Puritan Trust82 Devonshire StreetBoston, MA 02109
Map
Phone: 800-544-8544
Fund Overview 
Category:Mid-Cap Value
Fund Family:Fidelity Investments
Net Assets:48.43B
Year-to-Date Return:4.89%
Yield:0.71%
Morningstar Rating:3 stars
Fund Inception Date:Dec 27, 1989
Morningstar Style Box 
Mid-Cap Value
[View Category Definition]
View Top Mid-Cap Value Funds
About the Morningstar Style Box
Management Information 
Joel Tillinghast
Lead Manager since Dec 27, 1989
Joel Tillinghast is a portfolio manager for Fidelity Investments. He joined Fidelity Investments in 1986 as an equity analyst covering the tobacco, coal, natural gas, personal care products, and appliance industries. He later served as portfolio assistant on Fidelity OTC Portfolio, a fund available to U.S. investors. Mr. Tillinghast received a Bachelor of Arts degree in economics from Wesleyan University, in Connecticut, and an MBA from the Kellogg School of Management at Northwestern University.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:500
Min Initial Investment, AIP:200
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:200
FLPSX can be purchased from 91 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund normally invests primarily in common stocks and invests at least 80% of assets in low-priced stocks (those priced at or below $35 per share), 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.

Fund Operations 
Last Dividend (Dec 12, 2013) : 0.19
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 28, 2014) : 11.00%
Average for Category:52.60%
Fees & Expenses 
ExpenseFLPSXCategory Avg
Annual Report Expense Ratio (net):0.79%1.25%
Prospectus Net Expense Ratio:0.80%N/A
Prospectus Gross Expense Ratio:0.80%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.43%
Max Deferred Sales Load: N/A2.09%
3 Yr Expense Projection*:255563
5 Yr Expense Projection*:444869
10 Yr Expense Projection*:9901,772
* Per $10,000 invested