Nasdaq - Delayed Quote USD
Fidelity Puritan K (FPUKX)
22.78
-0.04
(-0.18%)
At close: 8:04:15 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.38% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -7.62% |
| 5y Average Return | 10.64% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FPUKX | Category Average | FPUKX | Category Average | FPUKX | Category Average | |
| Alpha | 2.49 | -0.01 | 3.76 | -0.01 | 2.59 | -0 |
| BETA | 0.99 | 0.01 | 1.04 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.59 | 0.01 | 1.09 | 0.01 | 0.77 | 0.01 |
| R-squared | 86.54 | 0.93 | 87.46 | 0.92 | 88.36 | 0.92 |
| Standard Deviation | 13.42 | 0.13 | 12.83 | 0.1 | 11.3 | 0.09 |
| Sharpe Ratio | 0.19 | 0.01 | 0.8 | 0.01 | 0.65 | 0.01 |
| Treynor Ratio | 1.76 | 0.09 | 9.88 | 0.09 | 6.64 | 0.07 |
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