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Fidelity® Puritan® FPURX

Analyst rating as of
NAV / 1-Day Return
25.13  /  0.16 %
Total Assets
29.6 Bil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Low
Longest Manager Tenure
2.25 years
Category
US Fund Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.22%
Turnover
132%
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Morningstar’s Analysis

Will FPURX outperform in future?

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

An aggressive bent and unproven leadership.

Senior Analyst

Summary

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Fidelity Puritan benefits from low costs, topnotch fixed-income capabilities, and a deep well of analytical resources across asset classes. But it earns a Morningstar Analyst Rating of Neutral because its relatively new manager's approach to asset allocation is unproven and he’s shown mixed success elsewhere as an equity-portfolio manager.

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