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Morningstar

Fidelity® Puritan® K FPUKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 22.20  /  0.22 %
  • Total Assets 27.7 Bil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.54%
  • Turnover 62%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FPUKX

More FPUKX Holdings
  • Current Portfolio Date
  • Equity Holdings 219
  • Bond Holdings 5228
  • Other Holdings 64
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.02
1,619,498,632
Technology

Alphabet Inc Class C

3.25
873,616,773
Communication Services

NVIDIA Corp

2.98
802,157,225
Technology

Meta Platforms Inc Class A

2.20
592,446,801
Communication Services

Apple Inc

1.92
516,049,372
Technology

United States Treasury Notes 1.25%

1.68
452,508,049
Government

Mastercard Inc Class A

1.67
449,741,507
Financial Services

United States Treasury Notes 4.125%

1.40
375,589,904
Government

UnitedHealth Group Inc

1.31
353,238,768
Healthcare

Marvell Technology Inc

1.28
345,160,486
Technology