C
Fidelity Puritan Fund FPURX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings FPURX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info FPURX-NASDAQ Click to
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Provider Fidelity Investments
Manager/Tenure (Years) Daniel E. Kelley (7)
Website http://www.institutional.fidelity.com
Fund Information FPURX-NASDAQ Click to
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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
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Dividend Yield 1.51%
Dividend FPURX-NASDAQ Click to
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Dividend Yield (Forward) 0.99%
Asset Allocation FPURX-NASDAQ Click to
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Cash -0.68%
Stock 65.10%
U.S. Stock 60.52%
Non-U.S. Stock 4.58%
Bond 34.18%
U.S. Bond 32.13%
Non-U.S. Bond 2.05%
Preferred 0.03%
Convertible 0.02%
Other Net 1.35%
Price History FPURX-NASDAQ Click to
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7-Day Total Return 1.30%
30-Day Total Return 2.64%
60-Day Total Return 4.00%
90-Day Total Return 6.04%
Year to Date Total Return 11.77%
1-Year Total Return 13.00%
2-Year Total Return 50.43%
3-Year Total Return 59.88%
5-Year Total Return 71.87%
Price FPURX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
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NAV FPURX-NASDAQ Click to
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1-Month Low NAV $25.52
1-Month High NAV $27.12
52-Week Low NAV $21.97
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $27.12
52-Week High Price (Date) Oct 08, 2025
Beta / Standard Deviation FPURX-NASDAQ Click to
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Beta 0.78
Standard Deviation 10.59
Balance Sheet FPURX-NASDAQ Click to
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Total Assets 32.02B
Operating Ratios FPURX-NASDAQ Click to
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Expense Ratio 0.48%
Turnover Ratio 55.00%
Performance FPURX-NASDAQ Click to
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Last Bull Market Total Return 15.04%
Last Bear Market Total Return -12.73%