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Fidelity Puritan FPURX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 25.01  /  +0.93 %
  • Total Assets 29.6 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 1.55%
  • Turnover 52%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 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 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.11 1.7 Bil
Technology

Alphabet Inc Class C

3.06 856.0 Mil
Communication Services

NVIDIA Corp

2.90 812.2 Mil
Technology

Amazon.com Inc

2.85 799.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.90 532.9 Mil
Communication Services

Eaton Corp PLC

1.62 453.4 Mil
Industrials

Apple Inc

1.56 435.8 Mil
Technology

Mastercard Inc Class A

1.51 422.5 Mil
Financial Services

Boeing Co

1.39 388.0 Mil
Industrials

United States Treasury Notes 4%

1.34 375.8 Mil
Government