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Morningstar

Fidelity Puritan FPURX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 25.46  /  +0.16 %
  • Total Assets 29.1 Bil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.59%
  • Turnover 52%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FPURX

Will FPURX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FPURX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FPURX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FPURX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A thoughtfully constructed balanced fund offering.

Associate Director Emory Zink

Emory Zink

Associate Director

Summary

A straightforward balanced fund, Fidelity Puritan benefits from a thoughtful portfolio manager with access to insightful underlying research, underpinning a renewed Morningstar Medalist Rating of Bronze across all share classes.

by Emory Zink
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FPURX

More FPURX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.07 1.8 Bil
Technology

NVIDIA Corp

3.91 1.2 Bil
Technology

Amazon.com Inc

3.34 1.0 Bil
Consumer Cyclical

Alphabet Inc Class C

2.48 754.7 Mil
Communication Services

Meta Platforms Inc Class A

2.33 706.8 Mil
Communication Services

Eaton Corp PLC

1.88 571.4 Mil
Industrials

Eli Lilly and Co

1.66 503.6 Mil
Healthcare

Boston Scientific Corp

1.41 428.3 Mil
Healthcare

Marvell Technology Inc

1.35 409.3 Mil
Technology

Mastercard Inc Class A

1.22 371.3 Mil
Financial Services