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Fidelity Puritan Fund Class K: (MF: FPUKX)

(NASDAQ Mutual Funds) As of Jul 9, 2026 05:21 PM ET

$28.50 USD

+0.20 (0.71%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.59 10
3 months 6.28 10
6 months 9.98 5
1 Year 23.78 13
3 Year 17.79 5
5 Year 9.61 4
10 Year 11.66 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 665.04

Load Adjusted Returns as of May 31, 2026

1 Year 15.41
5 Year 8.43
10 Year 10.72
Since Inception 8.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.23 NA NA NA
2025 -3.82 7.75 5.55 2.73
2024 9.32 2.72 4.18 1.69
2023 5.56 6.34 -2.58 9.99
2022 -5.26 -12.73 -5.00 5.48
2021 4.46 7.02 -0.63 7.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.5912.3818.9720.29-17.1518.9620.6721.38-4.1018.865.19
% Total Return Rel to Index 0.26-5.83-6.04-5.951.05-9.712.26-10.100.28-2.93-6.74
% Total Return Rel to Peer 1.95-0.797.346.33-3.405.789.392.621.465.70-1.15
% Perf Quintile vs Peer* 1.004.001.001.005.001.001.002.003.001.005.00
% Dividends 0.090.470.450.410.340.290.300.360.370.330.38
% Yield 0.331.671.711.861.520.941.081.511.641.331.75
Capital Gains ($) 0.001.322.380.851.593.281.040.632.640.660.40
Expense Ratio 0.390.390.400.420.420.430.430.440.440.450.46

* 1 = Top 20%, 5 = Bottom 20%