Nasdaq USD

Fidelity Low-Priced Stock Fund (FLPKX)

45.32 +0.11 (+0.24%)
At close: 8:06 AM EDT

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.31%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

Performance & Risk

YTD Return 3.02%
5y Average Return 11.12%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FLPKXCategory AverageFLPKXCategory AverageFLPKXCategory Average
Alpha -0.92 -0.09 -1.01 -0.07 -2 -0.06
BETA 0.78 0.01 0.93 0.01 0.9 0.01
Mean Annual Return 0.79 0.01 1.15 0.01 0.85 0.01
R-squared 76.05 0.85 81.67 0.82 82.3 0.84
Standard Deviation 15.82 0.25 18.79 0.2 15.09 0.17
Sharpe Ratio 0.42 0.01 0.62 0.01 0.58 0.01
Treynor Ratio 7.14 0.08 11.35 0.09 8.86 0.09

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