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Fidelity Low-priced Stock Fund: (MF: FLPSX)

(NASDAQ Mutual Funds) As of Nov 16, 2018 08:15 PM ET

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$49.40 USD

+0.02 (0.04%)

Zacks MF Rank 3-Hold     3    

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Sep 30, 2018

Total Return %* Percentile Rank Objective
YTD 3.22 77
3 months 2.31 92
6 months 4.33 90
1 Year 10.07 65
3 Year 11.25 80
5 Year 9.36 67
10 Year 11.87 10

* Annual for three years and beyond.

Zacks Premium Research for FLPSX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 48.76
% Yield 1.37
% SEC Yield
Net Assets (Mil $) 9/30/2018 28,359.20
%Turnover 9/30/2018 9.00

Risk

3 Year 5 Year 10 Year
Beta 0.76 0.80 1.01
Alpha -1.74 -1.64 -0.01
R Squared 0.75 0.81 0.89
Std. Dev. 8.14 8.53 15.38
Sharpe 1.31 1.07 1.00

Sector / Country Weightings

As of 9/30/2018 % of Portfolio
Finance 20.41
Retail Trade 19.11
Other 16.65
Technology 13.78
Industrial Cyclical 10.59
Non-Durable 5.04
Consumer Durables 3.69
Health 3.63
Energy 3.20
Services 2.63
Utilities 1.27

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2018)
% of Portfolio Value (Mil$)
UNITEDHEALTH GROUP INC 6.05 2,291.18
SEAGATE TECHNOLOGY 3.34 1,265.53
ROSS STORES INC 3.07 1,164.02
Best Buy Company 3.03 1,147.85
NEXT PLC 2.46 933.43
METRO INC 2.07 784.11
AETNA INC 2.01 762.35
UNUM GROUP 1.93 731.81
ANSYS INC 1.59 602.19

Stock Holding % of Net Assets

As Of 4/30/2018
Total Issues 931
Avg. P/E 19.59
Avg. P/Book 4.55
Avg. EPS Growth 21.2
Avg. Market Value (Mil $) 47,756

Allocation

% of Portfolio
Large Growth 0.00
Large Value 24.46
Small Growth 3.26
Small Value 9.09
Foreign Stock 13.78
Emerging Market 0.00
Precious Metal 2.71
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 33.70