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Fidelity Puritan FPURX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.65  /  +1.86 %
  • Total Assets 28.3 Bil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.510%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.62%
  • Turnover 52%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis FPURX

Will FPURX outperform in future?

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

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.

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Portfolio Holdings FPURX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.95 1.9 Bil
Technology

NVIDIA Corp

3.27 887.1 Mil
Technology

Alphabet Inc Class C

2.99 810.3 Mil
Communication Services

Amazon.com Inc

2.76 750.0 Mil
Consumer Cyclical

Fidelity Cash Central Fund

2.12 575.9 Mil
Cash and Equivalents

Meta Platforms Inc Class A

2.00 543.1 Mil
Communication Services

Eaton Corp PLC

1.60 435.1 Mil
Industrials

Apple Inc

1.55 419.7 Mil
Technology

Mastercard Inc Class A

1.52 411.3 Mil
Financial Services

Eli Lilly and Co

1.42 384.8 Mil
Healthcare