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Morningstar

Fidelity Puritan FPURX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.41  /  −0.12 %
  • Total Assets 29.1 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 1.51%
  • Turnover 52%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 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.

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.

by Emory Zink
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 26.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.14 1.8 Bil
Technology

NVIDIA Corp

3.80 1.1 Bil
Technology

Amazon.com Inc

3.36 994.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.41 713.4 Mil
Communication Services

Alphabet Inc Class C

2.38 703.1 Mil
Communication Services

Eaton Corp PLC

1.88 554.9 Mil
Industrials

Eli Lilly and Co

1.65 487.9 Mil
Healthcare

Mastercard Inc Class A

1.59 470.5 Mil
Financial Services

Boston Scientific Corp

1.43 423.2 Mil
Healthcare

Marvell Technology Inc

1.40 413.8 Mil
Technology