Fidelity Puritan (FPURX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Fidelity Puritan
Boston, MA 02109
82 Devonshire Street
Fidelity Puritan Trust
Management information
Daniel E. Kelley,Lead manager since 30 June 2018
Daniel Kelley is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familyFidelity Investments
Net assets30.38B
YTD return9.31%
Yield1.51%
Morningstar rating★★★★★
Inception date15 Apr 1947
Fund operations
Last dividend0.09
Last cap gain21.00
Holdings turnover52.00%
Average for categoryN/A
Fees and expenses
ExpenseFPURXCategory average
Annual report expense ratio (net)0.47%0.84%
Prospectus net expense ratio0.47%N/A
Prospectus gross expense ratio0.47%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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