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.
NAV / 1-Day Return
20.93 / 0.76 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—50% to 70% Equity
Investment StyleLarge Growth
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Analysis FPURX
Will FPURX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.