FPURX - Fidelity Puritan
| Previous Close | 24.87 |
| YTD Return | 7.99% |
| Expense Ratio (net) | 0.55% |
| Category | Allocation--50% to 70% Equity |
| Last Cap Gain | 0.00 |
| Morningstar Rating | ★★★★★ |
| Morningstar Risk Rating | Above Average |
| Sustainability Rating | N/A |
| Net Assets | 29.48B |
| Beta (3y) | 1.12 |
| Yield | 1.23% |
| 5y Average Return | N/A |
| Holdings Turnover | 45.00% |
| Last Dividend | 0.08 |
| Average for Category | N/A |
| Inception Date | Apr 16, 1947 |
- InvestorPlace•19 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.
- Morningstar•last 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.
- Morningstar•2 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.
