Nasdaq - Delayed Quote USD

Fidelity Puritan (FPURX)

25.47 +0.08 (+0.32%)
At close: 8:01 PM EST
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DELL
  • Previous Close 25.39
  • YTD Return 15.78%
  • Expense Ratio 0.48%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 31.17B
  • Beta (5Y Monthly) 0.99
  • Yield 1.62%
  • 5y Average Return --
  • Holdings Turnover 55.00%
  • Last Dividend 0.32
  • 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

31.17B

Net Assets

1947-04-16

Inception Date

Performance Overview: FPURX

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Trailing returns as of 11/20/2024. Category is Allocation--50% to 70% Equity.

YTD Return

FPURX
15.78%
Category
9.69%
?

1-Year Return

FPURX
29.92%
Category
27.06%
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3-Year Return

FPURX
5.41%
Category
11.00%
?

5-Year Return

FPURX
11.60%
Category
10.26%
?

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Holdings: FPURX

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Top 10 Holdings (25.55% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 5.21%
MSFT
Microsoft Corporation 4.17%
NVDA
NVIDIA Corporation 3.88%
AMZN
Amazon.com, Inc. 2.92%
META
Meta Platforms, Inc. 2.22%
GOOG
Alphabet Inc. 1.93%
LLY
Eli Lilly and Company 1.42%
UNH
UnitedHealth Group Incorporated 1.39%
BSX
Boston Scientific Corporation 1.21%
MRVL
Marvell Technology, Inc. 1.20%

Sector Weightings

Recent News: FPURX

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Research Reports: FPURX

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