Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.69% 33.92B 1.56% 9.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-806.37M 44.88% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks and invests at least 80% of its assets in low-priced stocks (those priced at or below $35 per share or with an earnings yield at or above the median for the Russell 2000 ® Index), 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. The fund invests in either "growth" stocks or "value" stocks or both.
General
Security Type Mutual Fund
Oldest Share Symbol FLPSX
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Value
Category Index Russell Mid Cap Value TR USD
Prospectus Objective Growth
Fund Owner Firm Name Fidelity Investments
Prospectus Benchmark Index
Russell 2000 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Joel Tillinghast 31.53 yrs
John Mirshekari 9.82 yrs
Shadman Riaz 9.82 yrs
Morgen Peck 5.09 yrs
Salim Hart 4.20 yrs
Sam Chamovitz 4.20 yrs

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 92
-806.37M
-3.941B Category Low
1.750B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of June 30, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
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As of July 23, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Edit comparables
Name
2014
2015
2016
2017
2018
2019
2020
YTD
7.75%
-0.45%
8.88%
20.79%
-10.68%
25.81%
9.40%
18.65%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
--
--
--
--
-9.73%
25.13%
9.31%
18.71%
11.85%
-6.41%
16.19%
15.78%
-17.31%
31.86%
9.38%
24.52%
12.23%
1.03%
21.11%
16.08%
-9.95%
28.82%
8.16%
22.72%
15.14%
-2.35%
14.62%
13.67%
-11.65%
26.63%
0.41%
21.17%
As of July 23, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (7-23-21) 1.56%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 15.51
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of January 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of January 31, 2021

Asset Allocation

As of January 31, 2021.
Type % Net % Long % Short
Cash 2.54% Upgrade Upgrade
Stock 97.41% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.02% Upgrade Upgrade
Other 0.03% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
UnitedHealth Group Inc 4.49% 417.70 0.46%
Next PLC
4.37% -- --
Metro Inc
3.59% -- --
Ross Stores Inc 2.97% 121.68 0.40%
Fidelity Revere Str Tr
2.54% -- --
Seagate Technology PLC 2.53% 85.48 2.81%
AutoZone Inc 2.46% 1632.13 2.40%
MetLife Inc 2.32% 57.63 -0.31%
Hon Hai Precision Industry Co Ltd
1.99% -- --
Monster Beverage Corp 1.99% 96.29 3.13%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee Upgrade
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks and invests at least 80% of its assets in low-priced stocks (those priced at or below $35 per share or with an earnings yield at or above the median for the Russell 2000 ® Index), 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. The fund invests in either "growth" stocks or "value" stocks or both.
General
Security Type Mutual Fund
Oldest Share Symbol FLPSX
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Value
Category Index Russell Mid Cap Value TR USD
Prospectus Objective Growth
Fund Owner Firm Name Fidelity Investments
Prospectus Benchmark Index
Russell 2000 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Joel Tillinghast 31.53 yrs
John Mirshekari 9.82 yrs
Shadman Riaz 9.82 yrs
Morgen Peck 5.09 yrs
Salim Hart 4.20 yrs
Sam Chamovitz 4.20 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (7-23-21) 1.56%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 15.51
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of January 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of January 31, 2021

Fund Details

Key Dates
Inception Date 5/9/2008
Last Annual Report Date 7/31/2020
Last Prospectus Date 9/29/2020
Share Classes
FLPSX No Load
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No