Fidelity Puritan Fund
FPURX
NASDAQ
| Weiss Ratings | FPURX-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 | FPURX-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 | FPURX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.48% | |||
| Dividend | FPURX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.90% | |||
| Asset Allocation | FPURX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.52% | |||
| Stock | 66.81% | |||
| U.S. Stock | 60.03% | |||
| Non-U.S. Stock | 6.78% | |||
| Bond | 31.12% | |||
| U.S. Bond | 30.04% | |||
| Non-U.S. Bond | 1.08% | |||
| Preferred | 0.05% | |||
| Convertible | 0.04% | |||
| Other Net | 2.50% | |||
| Price History | FPURX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.99% | |||
| 30-Day Total Return | 0.24% | |||
| 60-Day Total Return | 3.74% | |||
| 90-Day Total Return | 10.52% | |||
| Year to Date Total Return | 10.03% | |||
| 1-Year Total Return | 19.49% | |||
| 2-Year Total Return | 30.17% | |||
| 3-Year Total Return | 57.31% | |||
| 5-Year Total Return | 54.25% | |||
| Price | FPURX-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 | FPURX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $28.56 | |||
| 1-Month Low NAV | $27.74 | |||
| 1-Month High NAV | $29.00 | |||
| 52-Week Low NAV | $25.13 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $29.00 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FPURX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.78 | |||
| Standard Deviation | 10.39 | |||
| Balance Sheet | FPURX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 34.20B | |||
| Operating Ratios | FPURX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.47% | |||
| Turnover Ratio | 58.00% | |||
| Performance | FPURX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.11% | |||
| Last Bear Market Total Return | -12.73% | |||