Fidelity Puritan Fund
FPURX
NASDAQ
| Weiss Ratings | FPURX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FPURX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Daniel E. Kelley (6) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FPURX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Puritan Fund | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Apr 16, 1947 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FPURX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.59% | |||
| Dividend | FPURX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.12% | |||
| Asset Allocation | FPURX-NASDAQ | Click to Compare |
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| Cash | 0.65% | |||
| Stock | 65.63% | |||
| U.S. Stock | 62.00% | |||
| Non-U.S. Stock | 3.63% | |||
| Bond | 32.56% | |||
| U.S. Bond | 30.35% | |||
| Non-U.S. Bond | 2.21% | |||
| Preferred | 0.03% | |||
| Convertible | 0.02% | |||
| Other Net | 1.12% | |||
| Price History | FPURX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.71% | |||
| 30-Day Total Return | -7.00% | |||
| 60-Day Total Return | -5.97% | |||
| 90-Day Total Return | -3.61% | |||
| Year to Date Total Return | -3.82% | |||
| 1-Year Total Return | 6.02% | |||
| 2-Year Total Return | 34.27% | |||
| 3-Year Total Return | 21.22% | |||
| 5-Year Total Return | 96.51% | |||
| Price | FPURX-NASDAQ | Click to Compare |
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| 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 | FPURX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $23.61 | |||
| 1-Month High NAV | $25.69 | |||
| 52-Week Low NAV | $23.61 | |||
| 52-Week Low NAV (Date) | Mar 13, 2025 | |||
| 52-Week High NAV | $27.05 | |||
| 52-Week High Price (Date) | Oct 09, 2024 | |||
| Beta / Standard Deviation | FPURX-NASDAQ | Click to Compare |
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| Beta | 0.76 | |||
| Standard Deviation | 13.06 | |||
| Balance Sheet | FPURX-NASDAQ | Click to Compare |
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| Total Assets | 31.90B | |||
| Operating Ratios | FPURX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.48% | |||
| Turnover Ratio | 55.00% | |||
| Performance | FPURX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.04% | |||
| Last Bear Market Total Return | -12.73% | |||
