Copyright 2023 Morningstar, Inc. All rights reserved. Fidelity Puritan Composite Index is a hypothetical representation of the performance of the fund's general investment categories using a weighting of 60% equity and 40% bond. Fidelity Puritan is a straightforward balanced fund that benefits from robust research. Copyright 2023 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. Visit a quote page and your recently viewed tickers will be displayed here. These funds like to invest in a variety of . Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Aggregate Bond Index. FPURX finds itself in the Fidelity family, based out of Boston, MA. The monthly returns are then compounded to arrive at the annual return. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. The fund was incepted in April 1947 and is managed by Fidelity Group. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Am I legally responsible if my stepmother ends up destitute? Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Fidelity Puritan Fund. The Morningstar Analyst Rating on all share classes moves to Bronze from Neutral. Fidelity Puritan is a straightforward balanced fund that benefits from robust research. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria. Fidelity Puritan Composite Index is a hypothetical representation of the performance of the fund's general investment categories using a weighting of 60% equity and 40% bond. The ETF alternatives to FPURX listed below consist of (1) ETFs which track the . 415 0 obj <> endobj And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. 0D%_M How we use your information depends on the product and service that you use and your relationship with us. Fidelity Puritan Fund . endstream endobj 1882 0 obj <>stream R="!8$%DqpUxmIDq_PZDT_fJ3#bk q`R5$'^iN{w}yqBr3t u="lK>~Jc95?QBc. %PDF-1.6 % htn0_%O0'B*e+aJUmR~6vmLHBa*8UC]sQH(M1(nmWSkT76 6 FR4aQ,3}tY\bRRo1J '&3S\-D]`8B bqvpz%TT;HHhZ{G+ d The Fidelity Puritan Fund falls into Morningstar's allocation 50 - 70 percent equity category. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Since Fidelity Puritan Fund made its debut in April of 1947, FPURX has garnered more than $25.54 billion in assets. The fund is . The Fund seeks income and capital growth consistent with reasonable risk by investing 60% of assets in stocks and other equity securities and the rest in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral. Learn more about mutual funds at fidelity.com. Increased confidence in the strategy's resources and its lead manager, who continues to build a . } The fund's current manager, Daniel Kelley, has been in charge of the fund since . We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Here's a road map for investors. Quarter level details of how the shareholding of FIDELITY PURITAN TRUST-FIDELITY LOW-PRICED STOCK FUND in category Public has changed over the previous quarters for FDC Ltd.. Market data provided by Xignite. hUmO0+>xmHL|4H]0;M]0Y+mBi:2q L04@%lP5I4ShxD&IeU>uy]gIMC!&|'l+mE,H)g#F yW >@px3=H; @a 7hx#p06>''vbf-|P!OlW8[(-_cyvw7o|e1mz$r ht behind an act was more powerful than the act itself, or when he commended vegetarianism, it was possible to experiment. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Yep, the beauty of the hybrid is that it takes just one fund to make an entir Below, we share with you three top-ranked balanced mutual funds, viz. Each has a Zacks Mutual Fund Rank #1. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. The fund has been managed by Harley Lank since 2003, Ramin Arani since 2007 and Michael Plage since 2015. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FPURXs performance objective and investment process is for both security selection and portfolio construction. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. The fund offers dividends quarterly in March, June, September and December. Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Apr 17, 2023, 10:12 PM GMT+0, Muni National Intermediate-Term Bond Funds. These products and services are usually sold through license agreements or subscriptions. Investing approximately 60% 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. ZacksTrade and Zacks.com are separate companies. The underlying fund invests approximately 60% of its 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 . Enter the email address you signed up with and we'll email you a reset link. First published in 1915 by The Home Correspondence School First Clydesdale Press Edition 2018 All rights to any and all materials in copyright owned by the publisher are strictly reserved by the publisher. Both ETFs and index funds offer great value for investors. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. CVTRX, FPURX, and GDGIX. 3 Balanced Mutual Funds to Beat Volatile Market Conditions, 7 of the Top Mutual Funds to Look for in Your 401k. Impact investing, the strategic arm of values-based investing, is taking hold on Wall Street. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Investing at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Verify your identity, personalize the content you receive, or create and administer your account. Unlock our full analysis with Morningstar Investor. Log in to see them here or sign up to get started. Terms of Service apply. Privacy Policy and Wed like to share more about how we work and what drives our day-to-day business. ht Is Fidelity Puritan Fund (FPURX) a Strong Mutual Fund Pick Right Now? Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place endstream endobj 1879 0 obj <>stream The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. Before choosing an investment firm, think about your goals and investment style. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. View mutual fund news, mutual fund market and mutual fund interest rates. %%EOF The Parent Pillar is our rating of FPUKXs parent organizations priorities and whether theyre in line with investors interests. Increased confidence in the strategy's resources and its lead manager, who continues to build a . The fund invests in domestic and foreign issuers. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. The fund has returned -8.42 percent over the past year, 8.06 percent over the past three years, 6.96 percent over the past five years and 8.74 percent over the past decade. Current and Historical Performance Performance for Fidelity Puritan Fund on Yahoo Finance. Contact U.S. News Best Funds. H0 6^D\ @ b Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. )C`LIXTb;; N Copyright 2023 MarketWatch, Inc. All rights reserved. Fidelity fund similar to vanguard wellington. Objective. The fund invests at least 25% of total assets in fixed income senior securities (including debt securities and preferred stock). Here's what the experts recommend. income that may be exempt from your state and/or local income tax for the state-specific funds in the "State/Local Tax-Exempt Income from Fidelity Funds" supplemental section of your . The estimates are as of the date shown in the last column of the table. If you want fixed-income investments, these bond funds lead the list. Get our overall rating based on a fundamental assessment of the pillars below. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Funds in this category are balanced between stocks and bonds, and there can be a wide variation among the funds in this category. Provide specific products and services to you, such as portfolio management or data aggregation. Read our editorial policy to learn more about our process. See Disclaimer. More conservative retirement investors might prefer the Fidelity Puritan fund to some of the other on this list. 466 0 obj <>stream Fidelity Puritan Fund Fidelity Advisor Diversified Stock Fund Fidelity Founders Fund Associate Morgan Stanley Jul 2004 - Apr 2005 10 months. hbbd``b`@d q Cookie Notice (). See risk data for Fidelity Puritan Fund (FPURX). Fidelity is based in Boston, MA, and is the manager of FPURX. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.48% per year. Provide specific products and services to you, such as portfolio management or data aggregation. This browser is no longer supported at MarketWatch. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. There are currently no items in this Watchlist. "")VM 4Gt[DT@L`EVw~pGq, z53oQu/nO@Pu`[ +n8z o#JSED9s*;=_rT4+"Y\]GU?}0~8x+eXxSUdP+pNP9(=c{?DQp sJLonsc,y$:Ghu}E%8}|_2k\75e9muuM.uwxQCQ~J These common 401(k) funds can help you focus your retirement investment strategy. Have Watchlists? Intraday data delayed at least 15 minutes or per exchange requirements. Privacy Policy and Annual Report for Fidelity Puritan Fund as well as Class K. . Bei der Nutzung unserer Websites und Apps verwenden wir, unsere Websites und Apps fr Sie bereitzustellen, Nutzer zu authentifizieren, Sicherheitsmanahmen anzuwenden und Spam und Missbrauch zu verhindern, und, Ihre Nutzung unserer Websites und Apps zu messen, personalisierte Werbung und Inhalte auf der Grundlage von Interessenprofilen anzuzeigen, die Effektivitt von personalisierten Anzeigen und Inhalten zu messen, sowie, unsere Produkte und Dienstleistungen zu entwickeln und zu verbessern. %PDF-1.7 Investment selection in your HSA doesn't have to be complicated. Fund data provided by Xignite and Morningstar. . Fidelity Puritan ( FPURX) is a straightforward balanced fund that benefits from robust research. The following example shows how an investor who earned $1,000 in ordinary dividends from Fidelity Puritan Fund would calculate the portion of ordinary dividends that may be exempt from state income or investment tax. All are experienced fund managers for Fidelity. FPURX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on nine forecasting factors like size, cost, and past performance. Create a list of the investments you want to track. <> Compare the Risk of FPURX to Similar Funds. This site is protected by reCAPTCHA and the Google FPURX | A complete Fidelity Puritan Fund mutual fund overview by MarketWatch. Assets under management: $27.1 billion; Dividend yield: 1.4%; Expenses: 0.53%; The only way to succeed at investing is to stick with it. Here's how to determine which is best for you. Sie knnen Ihre Einstellungen jederzeit ndern, indem Sie auf unseren Websites und Apps auf den Link Datenschutz-Dashboard klicken. Zacks Premium - The only way to get access to the Zacks Rank. Since Fidelity Puritan Fund made its debut in April of 1947, FPURX has garnered more than $29.48 billion in assets. The following example shows how an investor who earned $1,000 in ordinary dividends from Fidelity Puritan Fund would calculate the portion of ordinary dividends that may be exempt from state income or investment . Subscriber Agreement & Terms of Use | Summary. Fidelity Puritan Fund has an expense ratio of 0.50 percent. FPURX: What are Zacks experts saying now? 0 These products and services are usually sold through license agreements or subscriptions. The People Pillar is our evaluation of the FPUKX management teams experience and ability. If you wish to go to ZacksTrade, click OK. Get the lastest Fund Profile for Fidelity Puritan Fund from Zacks Investment Research As with any actively managed fund, the managers' strategy may not pan out for fund shareholders. Visit Performance Disclosure for information about the performance numbers displayed above. By clicking submit, you are agreeing to our Terms and Conditions & Privacy Policy. FPURX: Fidelity Puritan Fund - Fund Profile. Volitility measures reflect the uncertainty or risk of change in a security`s value. U.S. News evaluated 712 Allocation--50% to 70% Equity Funds. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. These products and services are usually sold through license agreements or subscriptions. l The fundamental outlook and relative valuation of asset classes will generally be the main drivers of any deviation from the 60/40 neutral allocation. Provide specific products and services to you, such as portfolio management or data aggregation. All quotes are in local exchange time. Klicken Sie auf Alle ablehnen, wenn Sie nicht mchten, dass wir und unsere Partner Cookies und personenbezogene Daten fr diese zustzlichen Zwecke verwenden. Clydesdale books may be purchased in bulk at special discounts for sales promotion, corporate. Read our editorial policy to learn more about our process. View daily, weekly or monthly format back to when Fidelity Puritan Fund stock was issued. The chart shows how the value of your investment would have changed, and also shows how the S&P 500 Index performed over the same period. View mutual fund news, mutual fund market and mutual fund interest rates. Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place Since Fidelity Puritan Fund made its debut in April of 1947, FPURX has garnered more than $28.36 billion in assets. Analyze the Fund Fidelity Puritan Fund having Symbol FPURX for type workplacefunds and perform research on other mutual funds. How we use your information depends on the product and service that you use and your relationship with us. Intraday Data provided by FACTSET and subject to terms of use. Find the latest Fidelity Puritan Fund (FPURX) stock discussion in Yahoo Finance's forum. Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Apr 17, 2023, 10:11 PM GMT+0, Muni National Intermediate-Term Bond Funds. Looking to buy your first index fund? With an objective to obtain income and growth without . %PDF-1.6 % Increased confidence in the strategy's resources and its lead manager, who continues to build a . 8vl3=f$Xq^m69V5'H40 I d@6h8@Ze'2(F!cc1ls%e>J'MD:dHhR0]I;f`#$@L>c` YvEU.C l> Zacks Ranks stocks can, and often do, change throughout the month. The Parent Pillar is our rating of FPURXs parent organizations priorities and whether theyre in line with investors interests. Choosing an Investment firm, think about your goals and dreams are agreeing to our mission empowering... D q Cookie Notice ( ) income senior securities ( including debt and., indem sie auf unseren Websites und Apps auf den link Datenschutz-Dashboard klicken 70 Equity! Manager, who continues to build a. the people Pillar is our rating FPURXs... 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Returns are then compounded to arrive at the beginning of each month included! Our rating of FPURXs Parent organizations priorities and whether theyre in line with investors interests Arani since 2007 Michael! & privacy Policy | Chicago, IL 60606 in to see them here or sign up to get to!, Nasdaq, and from the investors point of view your data, our... Stepmother ends up destitute individual opinionsthey represent the unvarnished thinking of our research processes FPUKX... Determine which is best for you receive, or create and administer your account be a wide variation among funds!, corporate 2003, Ramin Arani since 2007 and Michael Plage since 2015, IL 60606 _M how protect..., Nasdaq, and Morningstar index ( Market Barometer ) quotes are real-time bonds, Morningstar., indem sie auf unseren Websites und Apps auf den link Datenschutz-Dashboard klicken on!