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AMPAX vs FLPSX

Both AMPAX and FLPSX are mutual funds. AMPAX has a lower 5-year return than FLPSX (11.85% vs 14.06%). AMPAX has a higher expense ratio than FLPSX (1.21% vs 0.78%). Below is the comparison between AMPAX and FLPSX.

AMPAX FLPSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Value U.S. Equity: Mid-Cap Value
Family American Beacon Fidelity Investments
Net Assets $63.30M $28.79B
Expense Ratio 1.21% 0.78%
Management Style active active
Dividend Yield 0.78% 1.46%
Minimum Investment $3,000.00 $2,500.00
YTD Return 27.07% 21.78%
1-Year Return 8.79% 7.93%
3-Year Return 10.04% 13.00%
5-Year Return 11.85% 14.06%
10-Year Return 11.52% 12.31%

AMPAX description

The Fund seeks capital appreciation and current income by investing in securities of U.S. companies with market capitalizations similar to the market capitalizations of the companies in the Russell Midcap Index at the time of investment.

AMPAX performance & returns

YTD Return 27.07%
1-Month Return 1.79%
3-Month Return 8.79%
1-Year Return 8.79%
3-Year Return 10.04%
5-Year Return 11.85%
10-Year Return 11.52%
AMPAX expense ratio is 1.21%.

AMPAX holdings

Top 10 Holdings (23.29% of Total Assets)

Name Symbol % Assets
Future on S&P Mid 400 Dec20 N/A 4.88%
State Street Instl US Govt MMkt Slct GVSXX 4.87%
Axis Capital Holdings Ltd AXS 2.66%
Aarons Holdings Co Inc Ordinary Shares AAN 2.18%
MGM Growth Properties LLC A MGP 1.74%
Marvell Technology Group Ltd MRVL 1.61%
Westinghouse Air Brake Technologies Corp WAB 1.48%
Fidelity National Financial Inc FNF 1.41%
Marriott Vacations Worldwide Corp VAC 1.23%
Ally Financial Inc ALLY 1.23%

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FLPSX description

The Fund seeks capital appreciation. Fidelity Management & Research normally invests at least 65% of the Fund's assets in low-priced common stocks. Low-priced stocks are those that are priced at or below $35 per share at the time of the Fund's investment.

FLPSX performance & returns

YTD Return 21.78%
1-Month Return 1.54%
3-Month Return 7.93%
1-Year Return 7.93%
3-Year Return 13.00%
5-Year Return 14.06%
10-Year Return 12.31%
FLPSX expense ratio is 0.78%.

FLPSX holdings

Top 10 Holdings (31.59% of Total Assets)

Name Symbol % Assets
UnitedHealth Group Inc UNH 5.53%
Metro Inc MRU.TO 4.39%
Next PLC NXT.L 3.54%
AutoZone Inc AZO 3.21%
Ross Stores Inc ROST 3.16%
Best Buy Co Inc BBY 2.57%
Amgen Inc AMGN 2.48%
MetLife Inc MET 2.32%
Seagate Technology PLC STX.SI 2.23%
Monster Beverage Corp MNST 2.16%

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