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Fidelity Low-Priced Stock (FLPSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.18+0.08 (+0.15%)
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Fidelity Low-Priced Stock

Fidelity Puritan Trust82 Devonshire StreetBoston, MA 02109
Management Information
Joel Tillinghast,Lead Manager since December 26, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Value
Fund FamilyFidelity Investments
Net Assets38.36B
YTD Return7.07%
Morningstar Rating★★★★
Inception DateDec 26, 1989

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover9.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFLPSXCategory Average
Annual Report Expense Ratio (net)0.88%1.13%
Prospectus Net Expense Ratio0.88%N/A
Prospectus Gross Expense Ratio0.88%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.26%
Max Deferred Sales LoadN/A1.65%
3 Yr Expense Projection281N/A
5 Yr Expense Projection488N/A
10 Yr Expense Projection1,084N/A