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Fidelity® Puritan® K FPUKX

Analyst rating as of
NAV / 1-Day Return
22.49  /  0.87 %
Total Assets
27.5 Bil
Adj. Expense Ratio
0.430%
Expense Ratio
0.430%
Fee Level
Below Average
Longest Manager Tenure
4.00 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.18%
Turnover
58%

Morningstar’s Analysis

Will FPUKX outperform in future?

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

There are elements to like here.

Associate Director

Summary

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Fidelity Puritan is a straightforward balanced fund that benefits from robust research. Increased confidence in the strategy’s resources and its lead manager, who continues to build a record of thoughtful decision-making here, underscores a People Rating upgrade to Above Average. The Morningstar Analyst Rating on all share classes moves to Bronze from Neutral.

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