- 29 июня, 13:29
- Zacks Investment Research
Fidelity Low-Priced Stock (FLPSX) a Zacks Rank #2 (Buy) seek capital appreciation. The fund normally invests 80% of assets in low-priced stocks, which can lead to investments in small and medium-sized companies.
This Small Value fund, as of the last filing, allocates their fund in three major groups; High Yield Bond, Small Growth and Large Value. Further, as of the last filing, UNITEDHEALTH GROUP INC, SEAGATE TECHNOLOGY and ROSS STORES INC were the top holdings for FLPSX.
The Fidelity Low-Priced Stock fund, managed by Fidelity, carries an expense ratio of 0.71%. Moreover, FLPSX requires a minimal initial investment of $2,500.
FLPSX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 14.63%, 3 year 6.85% and 5 year 13.88%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
FLPSX’s performance, as of the last filing, when compared to funds in its category was in the top 39% over the past 5 years.
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