Morningstar

Fidelity Puritan K6 Fund FPKFX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $17.00  /  −1.33 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 0.330%
  • Net Expense Ratio 0.320%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Growth
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.77%
  • Turnover Ratio 70%
NAV and 1-Day Return as of

Morningstar’s Analysis FPKFX

Will FPKFX outperform in the 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 FPKFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FPKFX 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 FPKFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A well-managed but higher-risk offering.

Associate Analyst Mary Marshall

Mary Marshall

Associate Analyst

Summary

A strong lead manager and supporting firm resources set Fidelity Puritan apart from most moderate-allocation Morningstar Category peers. That said, the portfolio’s signature allocations introduce more volatility than investors typically expect from a balanced fund, which tempers our conviction.

by Mary Marshall
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Portfolio Holdings FPKFX

More FPKFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.91 135M
Technology

Apple Inc

4.29 98M
Technology

Amazon.com Inc

3.56 81M
Consumer Cyclical

Alphabet Inc Class C

3.37 77M
Communication Services

Microsoft Corp

2.45 56M
Technology

Eli Lilly and Co

1.27 29M
Healthcare

UnitedHealth Group Inc

1.22 28M
Healthcare

Broadcom Inc

1.20 27M
Technology

United States Treasury Notes 0.04%

0.99 23M
Government

Morgan Stanley

0.94 22M
Financial Services

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