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Fidelity Puritan Fund - Class K (FPUKX)

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25.86 +0.05    +0.19%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.32B
Fidelity Puritan K 25.86 +0.05 +0.19%

Fidelity Puritan Fund - Class K Overview

 
Find basic information about the Fidelity Puritan Fund - Class K mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FPUKX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US3163457019)
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Rating
1-Year Change13.75%
Prev. Close25.81
Risk Rating
TTM Yield1.68%
ROE31.12%
IssuerFidelity Investments
Turnover55%
ROA14.76%
Inception DateMay 09, 2008
Total Assets3.32B
Expenses0.40%
Min. InvestmentN/A
Market Cap257.52B
CategoryAllocation - - 50% to 70% Equity
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Fidelity Puritan Fund - Class K News


US stock futures steady with Fed, rate cues in focus
US stock futures steady with Fed, rate cues in focus By Investing.com - 7 hours ago 2

Investing.com-- U.S. stock index futures moved little on Monday evening after technology stocks spurred a positive session on Wall Street, with focus turning to more key signals on...

Fidelity Puritan Fund - Class K Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1159 1026 1300 1174 1739 2495
Fund Return 15.9% 2.59% 30.04% 5.51% 11.7% 9.58%
Place in category 21 96 22 32 6 14
% in Category 5 16 4 7 2 4

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 631.62B 20.96 9.07 12.99
  Fidelity Contrafund K 12.59B 30.89 9.88 15.12
  Fidelity Contrafund 142.53B 30.86 9.80 15.03
  Fidelity Total Market Index Instl b 107.41B 19.75 7.53 12.38
  Fidelity Blue Chip Growth 66.2B 28.77 6.99 17.42

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 112.24B 13.30 5.24 8.16
  Vanguard Wellington Admiral 98.64B 12.38 4.27 8.38
  American Funds American Balanced R6 56.38B 13.59 5.57 8.49
  Vanguard Balanced Index Adm 46.01B 12.51 3.69 8.16
  Fidelity Balanced K 9.19B 13.96 4.89 9.61

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 5.21 239.59 +0.95%
  Microsoft US5949181045 4.17 430.98 +1.78%
  NVIDIA US67066G1040 3.88 138.63 +0.27%
  Amazon.com US0231351067 2.92 210.71 +1.36%
  Meta Platforms US30303M1027 2.22 592.83 +3.22%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Strong Buy
Technical Indicators Strong Buy BUY Strong Buy
Summary Strong Buy Buy Strong Buy
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