Fidelity Puritan Fund Quote
| FPURX Fund | USD 25.47 0.06 0.24% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Fidelity Puritan is trading at 25.47 as of the 23rd of November 2024; that is 0.24 percent decrease since the beginning of the trading day. The fund's open price was 25.53. Fidelity Puritan has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Fidelity Puritan Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of November 2023 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests approximately 60 percent of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities , when its outlook is neutral. It invests at least 25 percent of total assets in fixed-income senior securities.. More on Fidelity Puritan Fund
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of October 2022 |
| Fiscal Year End | August |
Fidelity Puritan Fund [FPURX] is traded in USA and was established 23rd of November 2024. Fidelity Puritan is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 27.84 B in assets under management (AUM) with no minimum investment requirementsFidelity Puritan is currently producing year-to-date (YTD) return of 18.08% with the current yeild of 0.02%, while the total return for the last 3 years was 5.46%.
Check Fidelity Puritan Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Puritan Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Puritan Fund Mutual Fund Constituents
| AMGN | Amgen Inc | Stock | Health Care | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
Fidelity Puritan Top Holders
| RELAX | Fundx Servative Upgrader | Mutual Fund | Tactical Allocation |
Fidelity Puritan Risk Profiles
| Mean Deviation | 0.4194 | |||
| Semi Deviation | 0.4906 | |||
| Standard Deviation | 0.5766 | |||
| Variance | 0.3325 |
Fidelity Puritan Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Puritan financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Puritan security.
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