Fidelity Puritan Fund

Frequently Asked Questions About FPURX

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 $32.69B 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.