Morningstar

Fidelity Puritan Fund FPURX Fund Analysis

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

Morningstar’s Analysis FPURX

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

  • People Pillar

    The People Pillar is our evaluation of the FPURX 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 FPURX’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
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