Morningstar

Fidelity Puritan FPURX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 26.96  /  +0.37 %
  • Total Assets 31.9 Bil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.50%
  • Turnover 52%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:50 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.

  • 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.

Astute resources back this balanced fund.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Fidelity Puritan’s straightforward investing approach benefits from deep and talented resources.

by Nour Al Twal
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FPURX

More FPURX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.92 1.5 Bil
Technology

Microsoft Corp

4.61 1.4 Bil
Technology

NVIDIA Corp

4.06 1.3 Bil
Technology

Amazon.com Inc

3.39 1.1 Bil
Consumer Cyclical

Alphabet Inc Class C

2.21 686.3 Mil
Communication Services

Meta Platforms Inc Class A

1.93 597.5 Mil
Communication Services

Eli Lilly and Co

1.29 398.6 Mil
Healthcare

Fidelity Cash Central Fund

1.25 387.9 Mil
Cash and Equivalents

Marvell Technology Inc

1.21 374.7 Mil
Technology

Boston Scientific Corp

1.16 359.5 Mil
Healthcare

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