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Fidelity Puritan Fund (FPURX)

24.58 -0.06 (-0.24%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 24.64
  • YTD Return 9.31%
  • Expense Ratio 0.47%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 30.38B
  • Beta (5Y Monthly) 1.02
  • Yield 1.51%
  • 5y Average Return --
  • Holdings Turnover 52.00%
  • Last Dividend 0.09
  • 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

30.38B

Net Assets

1947-04-16

Inception Date

Performance Overview: FPURX

Trailing returns as of 4/24/2024. Category is Allocation--50% to 70% Equity.

YTD Return

FPURX
9.31%
Category
9.69%
 

1-Year Return

FPURX
24.49%
Category
27.06%
 

3-Year Return

FPURX
7.39%
Category
11.00%
 

5-Year Return

FPURX
11.53%
Category
10.26%
 

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Holdings: FPURX

Top 9 Holdings (23.65% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.22%
NVDA
NVIDIA Corporation 3.38%
GOOG
Alphabet Inc. 3.06%
AMZN
Amazon.com, Inc. 2.88%
META
Meta Platforms, Inc. 2.01%
ETN
Eaton Corporation plc 1.61%
AAPL
Apple Inc. 1.55%
MA
Mastercard Incorporated 1.54%
BSX
Boston Scientific Corporation 1.41%

Sector Weightings

SectorFPURX
Technology   31.35%
Industrials   12.71%
Healthcare   11.87%
Energy   3.03%
Real Estate   0.17%
Utilities   0.14%

Recent News: FPURX

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