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Morningstar

Fidelity Puritan K FPUKX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FPUKX

Will FPUKX 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 FPUKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FPUKX 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 FPUKX’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

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