U.S. Markets open in 6 hrs 22 mins

Fidelity® Puritan® (FPURX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
22.750.00 (0.00%)
At close: 8:00PM EDT
People also watch
FMAGXFGRIXFEQIXFBALXFBGRX

Fidelity® Puritan®

Fidelity Puritan Trust82 Devonshire StreetBoston, MA 02109
800-544-8544
Management Information
Ramin Arani,Lead Manager since January 31, 2007
Arani is a portfolio manager with Fidelity Investments, his employer since 1992. He joined the firm as a research associate covering defense electronics and became an analyst covering real estate investment trusts in 1996. He became a portfolio manager in 1997.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyFidelity Investments
Net Assets25.76B
YTD Return8.69%
Yield1.49%
Morningstar Rating★★★★★
Inception DateApr 15, 1947

Fund Operations

Last Dividend0.08
Last Cap Gain0.00
Holdings Turnover36.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFPURXCategory Average
Annual Report Expense Ratio (net)0.55%0.84%
Prospectus Net Expense Ratio0.56%N/A
Prospectus Gross Expense Ratio0.56%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.13%
Max Deferred Sales LoadN/A1.92%
3 Yr Expense Projection179N/A
5 Yr Expense Projection313N/A
10 Yr Expense Projection701N/A