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Fidelity Puritan (FPURX)
24.80
+0.12
(+0.49%)
At close: November 6 at 8:08:58 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.20% |
|---|---|
| 5y Average Return | 7.08% |
| Number of Years Up | 62 |
| Number of Years Down | 16 |
| Best 1Y Total Return (Nov 5, 2026) | 21.25% |
| Worst 1Y Total Return (Nov 5, 2026) | -- |
| Best 3Y Total Return | 21.25% |
| Worst 3Y Total Return | 5.75% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FPURX
Category
- YTD
- 8.39%
- 9.69%
- 1-Month
- -1.05%
- 0.91%
- 3-Month
- 0.62%
- 5.21%
- 1-Year
- 9.15%
- 27.06%
- 3-Year
- 17.53%
- 11.00%
- 5-Year
- 7.91%
- 10.26%
- 10-Year
- 11.21%
- 8.34%
- Last Bull Market
- 21.12%
- 15.58%
- Last Bear Market
- -12.74%
- -12.16%
Annual Total Return (%) History
Year
FPURX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.27% | 12.81% | -1.65% | -- |
|
2025
|
-3.86% | 7.73% | 5.54% | 2.74% |
|
2024
|
9.31% | 2.70% | 4.12% | 1.67% |
|
2023
|
5.56% | 6.32% | -2.60% | 9.98% |
|
2022
|
-5.29% | -12.74% | -5.02% | 5.44% |
|
2021
|
4.46% | 7.00% | -0.65% | 7.10% |
|
2020
|
-11.25% | 16.94% | 7.74% | 7.82% |
|
2019
|
9.59% | 3.34% | 0.35% | 6.69% |
|
2018
|
-0.30% | 3.43% | 4.73% | -11.26% |
|
2017
|
5.44% | 3.08% | 4.45% | 4.59% |
Rank in Category (By Total Return)
| YTD | 21 |
| 1-Month | 93 |
|---|---|
| 3-Month | 28 |
| 1-Year | 26 |
| 3-Year | 7 |
| 5-Year | 11 |
Load Adjusted Returns
| 1-Year | 9.15% |
| 3-Year | 17.53% |
|---|---|
| 5-Year | 7.91% |
| 10-Year | 11.21% |
Performance & Risk
| YTD Return | 6.20% |
| 5y Average Return | 7.08% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Fidelity Investments |
| Net Assets | 32.04B |
| YTD Return | 8.39% |
| Yield | 1.61% |
| Morningstar Rating | |
| Inception Date | Apr 16, 1947 |
Fund Summary
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.
