FPURX - Fidelity Puritan

Nasdaq - Nasdaq Delayed Price. Currency in USD
+0.09 (+0.36%)
At close: 6:45PM EDT
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Previous Close24.87
YTD Return7.99%
Expense Ratio (net)0.55%
CategoryAllocation--50% to 70% Equity
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingAbove Average
Sustainability RatingN/A
Net Assets29.48B
Beta (3y)1.12
5y Average ReturnN/A
Holdings Turnover45.00%
Last Dividend0.08
Average for CategoryN/A
Inception DateApr 16, 1947
  • 3 Best Mutual Funds From Fidelity That Are Actively Managed
    InvestorPlace19 days ago

    3 Best Mutual Funds From Fidelity That Are Actively Managed

    Asset manager Fidelity recently made huge waves in the so-called fee war when it decided to introduce zero-fee index funds. The duo of mutual funds — the Fidelity ZERO Total Market Index Fund (MUTF:FZROX) and the Fidelity ZERO International Fund (MUTF:FZILX) won’t cost investors a single dime to own and hold. It’s one of the reasons why active mutual funds usually under-perform their indexed cousins.

  • Morningstarlast month

    Fund Ratings Highlights for July

    In July, Morningstar manager research analysts affirmed the Morningstar Analyst Ratings of 129 funds, upgraded the ratings of five funds, downgraded the ratings of eight funds, placed three funds' ratings under review, and assigned new ratings to six funds. Strengthened confidence in the fund's stable and experienced team, led by manager Don Ellenberger, in addition to greater comfort with this fund's trade-finance allocation were two motivating factors for the upgrade. Ellenberger, who boasts two decades of experience at Federated, balances the fund's exposure across multiple sources of return, including duration, yield curve, currency, and sector allocation.

  • Morningstar2 months ago

    7 of the Year's Biggest Manager Changes

    A manager change presents one of the greater challenges in mutual fund investing. You need to figure out how important the departing manager was to the fund, how good the new manager or managers are, whether the fund's strategy will change, and if that strategy still fits with your portfolio.