Fidelity Puritan Fund - Class K
FPUKX
NASDAQ
| Weiss Ratings | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Daniel E. Kelley (8) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Puritan Fund - Class K | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | May 09, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.60% | |||
| Dividend | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.94% | |||
| Asset Allocation | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.65% | |||
| Stock | 66.85% | |||
| U.S. Stock | 61.25% | |||
| Non-U.S. Stock | 5.60% | |||
| Bond | 31.04% | |||
| U.S. Bond | 29.89% | |||
| Non-U.S. Bond | 1.15% | |||
| Preferred | 0.07% | |||
| Convertible | 0.01% | |||
| Other Net | 2.69% | |||
| Price History | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.63% | |||
| 30-Day Total Return | 0.14% | |||
| 60-Day Total Return | 1.79% | |||
| 90-Day Total Return | -0.01% | |||
| Year to Date Total Return | 9.69% | |||
| 1-Year Total Return | 12.28% | |||
| 2-Year Total Return | 25.85% | |||
| 3-Year Total Return | 61.42% | |||
| 5-Year Total Return | 54.96% | |||
| Price | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $27.98 | |||
| 1-Month High NAV | $28.69 | |||
| 52-Week Low NAV | $25.10 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $28.97 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.78 | |||
| Standard Deviation | 10.20 | |||
| Balance Sheet | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 32.94B | |||
| Operating Ratios | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.40% | |||
| Turnover Ratio | 58.00% | |||
| Performance | FPUKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.15% | |||
| Last Bear Market Total Return | -12.73% | |||