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Fidelity Puritan (FPURX)

24.80 +0.12 (+0.49%)
As of 8:10:14 AM EST. Market Open.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • TradeStation Securities
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • UBS Financial Services Inc
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • American Trust Custody
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • EP Fee Small
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Federated TrustConnect
  • Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
  • Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
  • RBC Wealth Management-Advisory Eligible
  • Mony Securities Corp
  • CommonWealth NTF
  • SunAmerica Securities Premier / Pinnacle
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Royal Alliance
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • FTJ FundChoice
  • Robert W. Baird & Co.
  • HSBC Brokerage (USA) Inc
  • JPMorgan INVEST
  • WFA MF Advisory Updated 9.2.26
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • WR Hambrecht Co LLC
  • Sterne, Agee & Leach, Inc.,
  • EP Fee Large
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Firstrade
  • Scottrade TF
  • Standard Retirement Services, Inc.
  • Sun Life CPS
  • Sun Life Recordkeeper Plus
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Thrivent – Advisory Eligible
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • DWS Retirement Sevs Investment Offerings
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • NYLIM 401(k) Complete
  • Hartford RK Plus
  • Hartford CPS
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • Protected Investors of America NTF
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 9.2.26
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • Waddell & Reed Choice MAP Flex
  • Investacorp NTF
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Cetera Financial Specialist LLC – Premier, mAA Advisor
  • LPL SWM
  • Schwab Advisor Services All Funds Available
  • Schwab Retirement Only
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • HD Vest
  • Kestra Financial
  • Lincoln Investment
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access Tier 2
  • LPL Brokerage Availability
  • Thrivent – Retail Eligible
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Schwab Advisor Services Transaction-Fee Funds
  • Schwab Advisor Services Institutional Share Class Funds
  • Schwab Advisor Services Funds for Transfer, Custody and Redemption Only

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.

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 May 09, 2008

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

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