FPURX : Fidelity® Puritan® Fund

FPURX is a Allocation Market All-In-One with MODERATE fees.


Fidelity® Puritan® Fund

FI Score

73 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

73% FI Score
  • fpurx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Puritan® Fund

Expenses: 0.53% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks income and capital growth consistent with reasonable risk. 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.

Largest Holdings

Amount Holding
4.21% Microsoft Corp
3.75% Alphabet Inc Class C
2.66% Amazon.com Inc
2.21% Apple Inc
1.98% Facebook Inc A
1.46% United States Treasury Bonds 3%
1.35% JPMorgan Chase & Co
1.25% Bank of America Corp
1.20% Visa Inc Class A
1.05% Mastercard Inc A
1.04% Adobe Inc
0.96% NVIDIA Corp
0.96% UnitedHealth Group Inc
0.96% American Tower Corp
0.88% United States Treasury Notes 1.62%
0.87% United States Treasury Notes 2.62%
0.84% Coca-Cola Co
0.82% Northrop Grumman Corp
0.81% Salesforce.com Inc
0.80% Walmart Inc
0.80% Fidelity National Information Services Inc
0.76% Berkshire Hathaway Inc B
0.75% General Electric Co
0.74% Wells Fargo & Co
0.68% Amgen Inc

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