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Fidelity Low-Priced Stock K (FLPKX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Low-Priced Stock K (FLPKX) Fund

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Graph of Fidelity Low-Priced Stock K Fund (FLPKX) ManagerFund Manager - Joel Tillinghast

Fund Manager Information

Fund Manager Tenure: 27.9 years
Similar Funds: FLPSX 
Fund Family: Fidelity Investments
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
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.  Get more insights on Joel Tillinghast

 

Graph of Fidelity Low-Priced Stock K Fund (FLPKX) ProfileFidelity Low-Priced Stock K Fund (FLPKX) Profile

Fund Profile and Description

Fidelity Low-Priced Stock K Fund seeks capital appreciation. Fidelity Low-Priced Stock K 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. Fidelity Low-Priced Stock K Fund invests in either “growth” stocks or “value” stocks or both.

 

Fidelity Low-Priced Stock K (FLPKX) Fund Strength What we like about Fidelity Low-Priced Stock K (FLPKX) Fund

Data for Fidelity Low-Priced Stock K Fund (FLPKX) as of May 30, 2016

  • Fidelity Low-Priced Stock K Fund (FLPKX) management has been with Fidelity Low-Priced Stock K Fund for 27.9 years
  • Fidelity Low-Priced Stock K Fund (FLPKX) has good mid-term performance (3-year return 8.26% vs 8.20% Mid-Cap Value category median performance)
  • Fidelity Low-Priced Stock K Fund (FLPKX) has good Long-term performance (5-year return 9.67% vs 8.87% Mid-Cap Value category median performance)
  • Fidelity Low-Priced Stock K Fund (FLPKX) ratio of up-years vs down years is greater than 2
  • Fidelity Low-Priced Stock K Fund (FLPKX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Low-Priced Stock K Fund (FLPKX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Low-Priced Stock K Fund (FLPKX) has an annual stock turnover rate of 9.00% vs Mid-Cap Value average of 53.78%. It is good that Fidelity Low-Priced Stock K management does not trade extensively for its return.
  • Fidelity Low-Priced Stock K Fund (FLPKX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.01, lower than category average of 12.6
  • Fidelity Low-Priced Stock K Fund (FLPKX) has a lower expense ratio than its Mid-Cap Value average: 0.69% vs 1.18%
  • Fidelity Low-Priced Stock K Fund (FLPKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Low-Priced Stock K Fund (FLPKX) Weakness What we are cautious about Fidelity Low-Priced Stock K (FLPKX) Fund

Data for Fidelity Low-Priced Stock K Fund (FLPKX) as of May 30, 2016

  • Fidelity Low-Priced Stock K Fund (FLPKX) has a less-than-ideal short-term performance (1-year return -3.75% vs -3.20% Mid-Cap Value category median performance)
See Fidelity Low-Priced Stock K Fund (FLPKX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Low-Priced Stock K Fund (FLPKX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Low-Priced Stock K1.63-3.758.269.67
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Fidelity Low-Priced Stock K Fund (FLPKX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Fidelity Low-Priced Stock K Fund (FLPKX) Net Asset TrackingFidelity Low-Priced Stock K (FLPKX) Fund Net Asset

Track net asset change of Fidelity Low-Priced Stock K fund (FLPKX)

DateNet Asset
05/2016$40.30B
03/2016$40.06B
02/2016$37.92B
More historic net asset information on Fidelity Low-Priced Stock K Fund (FLPKX)

  

Graph of Fidelity Low-Priced Stock K Fund (FLPKX) Portfolio TrackingFidelity Low-Priced Stock K (FLPKX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Low-Priced Stock K fund (FLPKX)

DateCashStockBondOther
01/201611.1%88.87%0%0.02%
10/20159.86%90.11%0.01%0.02%
07/20159.24%90.73%0.01%0.02%
Click here to see more historic asset allocation information on Fidelity Low-Priced Stock K Fund (FLPKX)

 

graph of Fidelity Low-Priced Stock K Fund (FLPKX) Top 10 Position TrackingTop 10 Holdings in Fidelity Low-Priced Stock K (FLPKX) Fund

Discover what Fidelity Low-Priced Stock K Fund (FLPKX) manager is buying

Jan 30, 2016
UnitedHealth Group Incorporated [5.49%]
Next PLC [3.92%]
Ross Stores, Inc. [2.66%]
Best Buy Co., Inc. Common Stock [2.27%]
Metro Inc [2.19%]
Seagate Technology PLC [2.14%]
Barratt Developments PLC [1.71%]
AutoZone, Inc. Common Stock [1.66%]
Microsoft Corporation [1.53%]
DCC PLC [1.45%]

Oct 30, 2015
UnitedHealth Group Incorporated [5.11%]
Next PLC [4.43%]
Best Buy Co., Inc. Common Stock [2.59%]
Microsoft Corporation [2.5%]
Seagate Technology PLC [2.49%]
Ross Stores, Inc. [2.17%]
Metro Inc [1.96%]
Barratt Developments PLC [1.72%]
AutoZone, Inc. Common Stock [1.54%]
Unum Group Common Stock [1.51%]

Jul 30, 2015
UnitedHealth Group Incorporated [5.05%]
Next PLC [4.29%]
Seagate Technology PLC [3.17%]
Best Buy Co., Inc. Common Stock [2.31%]
Microsoft Corporation [2.22%]
Ross Stores, Inc. [2.19%]
Metro Inc [1.81%]
Barratt Developments PLC [1.74%]
Unum Group Common Stock [1.51%]
DCC PLC [1.35%]
Click here for Stock Holding Change Map in Fidelity Low-Priced Stock K Fund (FLPKX)

  

Latest News on Fidelity Low-Priced Stock K (FLPKX) Fund

See what is happening with Fidelity Low-Priced Stock K Fund (FLPKX)

 

Fidelity Low-Priced Stock K Fund (FLPKX) Related ResourcesSee more information on Fidelity Low-Priced Stock K (FLPKX) Fund

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