Fidelity Puritan Fund: (MF: FPURX)
(NASDAQ Mutual Funds) As of Nov 7, 2025 05:18 PM ET
$26.08 USD
+0.01 (0.04%)
Fund Description
The fund allocates approximately 60% of its assets to stocks and other equity securities, with the remaining portion invested in bonds and other debt securities, including lower-quality or high-yield debt securities. At least 25% of total assets are dedicated to fixed-income senior securities, encompassing investments from both domestic and foreign issuers. The equity investments encompass both growth and value stocks, selected through fundamental analysis emphasizing the financial condition and industry position of each issuer, alongside prevailing market and economic conditions. Additionally, the fund may invest in Fidelity Central funds, specialized investment vehicles designed for specific security types or investment disciplines.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Fidelity Puritan | FPURX | NA | NA | 0.00 | 0.00 | 0.47 | 0.46 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Fidelity Puritan Fund | FPURX | 26.08 | 4/16/1947 | 1.51 | 11.17 | 18.10 | 10.65 |
| Fidelity Puritan Fund K | FPUKX | 25.89 | 5/15/2008 | 1.56 | 11.24 | 18.20 | 10.72 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Fidelity Puritan | FPURX | 0 | 0 | 0 | Q |
Contact Information
| Family | Fidelity |
| Address | 82 Devonshire St Boston, MA 02109 |
| Phone | 800 544-6666 |