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Fidelity Puritan K (FPUKX)

23.18
+1.23
+(5.60%)
At close: 8:03:57 PM EDT
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  • Previous Close 21.95
  • YTD Return -3.83%
  • Expense Ratio 0.40%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 30.08B
  • Beta (5Y Monthly) 0.99
  • Yield 1.71%
  • 5y Average Return --
  • Holdings Turnover 55.00%
  • Last Dividend 0.11
  • Inception Date Apr 16, 1947

The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

Fidelity Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

30.08B

Net Assets

1947-04-16

Inception Date

Performance Overview: FPUKX

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Trailing returns as of 4/8/2025. Category is Allocation--50% to 70% Equity.

YTD Return

FPUKX
3.83%
Category
9.69%
 

1-Year Return

FPUKX
4.63%
Category
27.06%
 

3-Year Return

FPUKX
6.36%
Category
11.00%
 

5-Year Return

FPUKX
13.02%
Category
10.26%
 

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Holdings: FPUKX

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Sector Weightings

SectorFPUKX
Technology   25.48%
Healthcare   9.55%
Industrials   8.37%
Energy   3.76%
Utilities   1.99%
Real Estate   1.78%

Recent News: FPUKX

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Research Reports: FPUKX

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