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Fidelity Puritan (FPURX)

24.80 +0.12 (+0.49%)
At close: November 6 at 8:08:58 PM EST
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  • Previous Close 24.68
  • YTD Return 8.39%
  • Expense Ratio 0.47%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 32.04B
  • Beta (5Y Monthly) 1.00
  • Yield 1.61%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.34
  • Inception Date Apr 16, 1947

The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

Fidelity Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

32.04B

Net Assets

1947-04-16

Inception Date

Performance Overview

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Trailing returns as of 11/5/2026. Category is Allocation--50% to 70% Equity.

YTD Return

FPURX
8.39%
Category
9.69%

1-Year Return

FPURX
9.15%
Category
27.06%

3-Year Return

FPURX
17.53%
Category
11.00%

5-Year Return

FPURX
7.91%
Category
10.26%

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