Morningstar

Fidelity Puritan Fund - Class K FPUKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 28.11  /  +0.97 %
  • Total Assets 34.2B
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.54%
  • Turnover 58%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FPUKX

Will FPUKX 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 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 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
Rated on Published on

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Portfolio Holdings FPUKX

More FPUKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.87 2B
Technology

Alphabet Inc Class C

3.90 1B
Communication Services

Apple Inc

3.12 1B
Technology

Amazon.com Inc

2.91 959M
Consumer Cyclical

Microsoft Corp

2.06 679M
Technology

Space Exploration Tech Corp Pp

1.60 526M
—

Meta Platforms Inc Class A

1.54 506M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.23 404M
Technology

Intel Corp

1.07 352M
Technology

United States Treasury Notes 0.04%

1.03 338M
Government

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