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 (7) | |||
| 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 | 1.56% | |||
| 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 | -0.25% | |||
| Stock | 63.29% | |||
| U.S. Stock | 58.68% | |||
| Non-U.S. Stock | 4.61% | |||
| Bond | 35.71% | |||
| U.S. Bond | 33.42% | |||
| Non-U.S. Bond | 2.29% | |||
| Preferred | 0.02% | |||
| Convertible | 0.01% | |||
| Other Net | 1.22% | |||
| Price History | FPURX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.88% | |||
| 30-Day Total Return | 1.18% | |||
| 60-Day Total Return | 4.83% | |||
| 90-Day Total Return | 8.11% | |||
| Year to Date Total Return | 4.63% | |||
| 1-Year Total Return | 13.21% | |||
| 2-Year Total Return | 32.24% | |||
| 3-Year Total Return | 43.00% | |||
| 5-Year Total Return | 63.14% | |||
| 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 | $25.77 | |||
| 1-Month Low NAV | $25.55 | |||
| 1-Month High NAV | $26.01 | |||
| 52-Week Low NAV | $21.97 | |||
| 52-Week Low NAV (Date) | Apr 08, 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 | 0.77 | |||
| Standard Deviation | 11.90 | |||
| Balance Sheet | FPURX-NASDAQ | Click to Compare |
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| Total Assets | 31.73B | |||
| 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% | |||