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Fund Intelligence | Best Managers | FLPKX Insights | FLPKX Score | FLPKX Performance | FLPKX Manager | FLPKX News | FLPKX Allocation | FLPKX Holdings Change

Mutual Fund Insights: Fidelity Low-Priced Stock K Fund (FLPKX)

In-depth Analysis of Fidelity Low-Priced Stock K Fund (FLPKX)

Mutual fund chart: Fidelity Low-Priced Stock K Fund (FLPKX)

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See Fidelity Low-Priced Stock K Fund (FLPKX) performance details as of February 28, 2010

  

    Last Trade: $34.37 on 3/19/2010, Change: -0.17 (-0.49%)
Experiment our closing price forecasting tool for Fidelity Low-Priced Stock K Fund (FLPKX) (alpha release)

  

Fund Manager - Joel C. Tillinghast

Fund Manager Tenure: 20.2 years   [Similar Funds: FLPSX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Joel Joel C. Tillinghast is a portfolio manager for Fidelity Investments. Joel C. Tillinghast joined Fidelity Investments in 1986 as an equity analyst covering the tobacco, coal, natural gas, personal care products, and appliance industries. Joel C. Tillinghast 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 C. Tillinghast

  

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

Data for Fidelity Low-Priced Stock K Fund (FLPKX) as of February 28, 2010

  • Fidelity Low-Priced Stock K Fund (FLPKX) management has been with Fidelity Low-Priced Stock K Fund for 20.2 years
  • Fidelity Low-Priced Stock K Fund (FLPKX) has good short-term performance (1-year return 66.86% vs 65.14 % Mid-Cap Blend category average)
  • Fidelity Low-Priced Stock K Fund (FLPKX) has good Long-term performance (5-year return 3.42% vs 1.65 % Mid-Cap Blend category average)
  • 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
  • Fidelity Low-Priced Stock K Fund (FLPKX) has an annual stock turnover rate of 31.00% vs Mid-Cap Blend average of 98.84%. 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 23.1, lower than category average of 24.26
  • Fidelity Low-Priced Stock K Fund (FLPKX) has a lower management fee than its Mid-Cap Blend average: 0.81% vs 1.38%
  • 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

  

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

Data for Fidelity Low-Priced Stock K Fund (FLPKX) as of February 28, 2010

  • Fidelity Low-Priced Stock K Fund (FLPKX) has a less-than-ideal mid-term performance (3-year return -2.51% vs -5.22 % Mid-Cap Blend category average)
See Fidelity Low-Priced Stock K Fund (FLPKX) performance details as of February 28, 2010

  

  

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

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

DateNet Asset
02/2010$28.30B
01/2010$3.23B
11/2009$2.83B
More historic net asset information on Fidelity Low-Priced Stock K Fund (FLPKX)

  

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

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

DateCashStockBondOther
10/200910.23%89.22%0%0.56%
07/20099.83%89.38%0%0.79%
04/20099.97%114.31%0.04%0.07%
Click here to see more historic asset allocation information on Fidelity Low-Priced Stock K Fund (FLPKX)

  

Most Recent Top 10 Holdings in Fidelity Low-Priced Stock K Fund (FLPKX)

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

31-Oct-09
UNITEDHEALTH GROUP [2.8%]
SAFEWAY STORES INC [2.26%]
Oracle Corporation [1.41%]
Bed Bath & Beyond Inc. [1.38%]
Hon Hai Precision Ind. Co., Ltd. [1.38%]
Metro Inc. A [1.34%]
UNUM GROUP [1.22%]
Lincare Holdings Inc. [1.18%]
Next PLC [1.17%]
ABERCROMBIE & FITCH [1.13%]

31-Jul-09
Fidelity Cash Central Fund [9.83%]
UNITEDHEALTH GROUP [3.13%]
Bed Bath & Beyond Inc. [2.25%]
SAFEWAY STORES INC [2.03%]
Oracle Corporation [1.66%]
Hon Hai Precision Ind. Co., Ltd. [1.43%]
Metro Inc. A [1.42%]
COVENTRY HLTH CARE [1.38%]
UNUM GROUP [1.21%]
ZIEGLER ETF NYSE ARC [1.19%]

30-Apr-09
Fidelity Cash Central Fund [9.96%]
UNITEDHEALTH GROUP [3.06%]
Bed Bath & Beyond Inc. [2.77%]
SAFEWAY STORES INC [2.4%]
Oracle Corporation [2.26%]
Metro Inc. A [1.64%]
D R HORTON INC [1.54%]
Hon Hai Precision Ind. Co., Ltd. [1.22%]
WALGREEN CO [1.21%]
UNUM GROUP [1.21%]
Click here for Stock Holding Change Map in Fidelity Low-Priced Stock K Fund (FLPKX)

  

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