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Fidelity Puritan Fund: (MF: FPURX)

(NASDAQ Mutual Funds) As of Jul 29, 2026 05:32 PM ET

$27.34 USD

-0.40 (-1.44%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 11.37 4
3 months 12.80 2
6 months 11.37 4
1 Year 20.76 7
3 Year 16.79 4
5 Year 9.50 6
10 Year 11.77 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 87.37
Bear Market (10/07 - 2/09) -37.89
Bull Market (2/09 - 3/21) 652.98

Load Adjusted Returns as of Jun 30, 2026

1 Year 20.75
5 Year 9.50
10 Year 11.77
Since Inception 10.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.26 12.80 NA NA
2025 -3.86 7.73 5.53 2.73
2024 9.31 2.70 4.12 1.70
2023 5.56 6.32 -2.60 9.99
2022 -5.29 -12.73 -5.02 5.44
2021 4.45 7.00 -0.65 7.10

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.3712.2918.8820.23-17.2318.9320.5621.25-4.1318.745.02
% Total Return Rel to Index -1.69-5.92-6.13-6.010.96-9.742.16-10.230.25-3.05-6.90
% Total Return Rel to Peer 3.17-0.887.256.27-3.485.759.282.491.435.59-1.32
% Perf Quintile vs Peer* 1.004.001.001.005.001.001.002.003.001.005.00
% Dividends 0.090.450.430.390.330.270.280.340.350.310.36
% Yield 0.311.611.541.751.450.871.011.421.561.251.65
Capital Gains ($) 0.001.322.380.851.593.281.040.632.640.660.40
Expense Ratio 0.450.460.480.500.500.500.520.530.530.550.55

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