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Fidelity® Puritan® K FPUKX

Analyst rating as of
NAV / 1-Day Return
28.21  /  0.21 %
Total Assets
33.2 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Below Average
Longest Manager Tenure
2.85 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
0.99%
Turnover
55%
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Morningstar’s Analysis

Will FPUKX outperform in future?

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

An aggressive bent and unproven leadership.

Summary

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Fidelity Puritan benefits from low costs, topnotch fixed-income capabilities, and a deep well of analytical resources across asset classes. But it earns a Morningstar Analyst Rating of Neutral because its relatively new manager's approach to asset allocation is unproven and he’s shown mixed success elsewhere as an equity-portfolio manager.

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