FPURX : Fidelity® Puritan® Fund

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

FPURX

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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo