- What does FPURX invest in?
- Under a balanced market outlook, this fund generally dedicates approximately 60% of its portfolio to equities and other stock-based assets. The remaining allocation is channeled into various debt instruments, which may include sub-investment grade or 'junk' bonds. Furthermore, a minimum of 25% of the total assets must be invested in senior fixed-income instruments.
- What is the expense ratio of FPURX?
- Fidelity Puritan Fund (FPURX) charges an expense ratio of 0.47%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FPURX?
- Fidelity Puritan Fund (FPURX) manages $34.96B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FPURX actively managed or an index fund?
- FPURX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FPURX launched?
- Fidelity Puritan Fund (FPURX) launched in January 1980 and is managed by Fidelity.
- How has FPURX performed?
- FPURX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
