FLPSX stock sentiment todayFidelity Low-Priced Stock Fund

A massive, defensive value staple undergoing a successful post-Tillinghast leadership transition, though its sheer size limits its 'small-cap' alpha potential.

Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for FLPSX. Not financial advice.

The narrative centers on the post-Joel Tillinghast era; while Lead Manager Sam Chamovitz has maintained the strategy, investors are questioning if a $30B+ fund can still effectively exploit the 'low-priced stock' inefficiency without becoming a closet indexer.

• ·Succession stability
• ·Shift toward international value exposure
• ·Large-cap creep due to massive AUM
• ·Resilience of value stocks in high-rate environments

The fund maintains a disciplined value tilt, trading at a P/E ratio significantly lower than the S&P 500 (approx. 13-14x vs 22x) with high exposure to consumer discretionary and industrials. Its 'low price' mandate ($35 or less at purchase) creates a unique portfolio of mid-cap turnaround stories and durable international cash-flow generators.

• ·P/E Ratio: ~13.5x
• ·Standard Deviation: Lower than category average
• ·Active Share: High (typically >80%)
• ·Turnover Rate: Low (~10-15%)

• ·AUM Bloat: Large size makes it difficult to take meaningful positions in micro-cap stocks.
• ·Style Drift: Often holds stocks that have grown far beyond the 'low-priced' definition.
• ·Macro Sensitivity: Heavy exposure to cyclical sectors like retail and insurance.

How direct competitors stack up against FLPSX right now.

• HOT
  VMVAXVanguard Mid-Cap Value Index

  HOTTER — offers a lower expense ratio (0.07% vs 0.80%) with more consistent exposure to pure mid-cap value factors without the 'price-tag' constraint.

  See full analysis →
• NEUTRAL
  PRSVXT. Rowe Price Small-Cap Value

  NEUTRAL — offers better access to true small-cap volatility and growth but carries higher downside risk in a slowing economy compared to FLPSX’s defensive posture.

  See full analysis →
• HOT
  AVUVAvantis U.S. Small Cap Value ETF

  HOTTER — utilizing a systematic profitability screen that has recently outperformed FLPSX's discretionary deep-value approach with higher liquidity.

  See full analysis →