Fidelity Puritan Fund
FPURX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 245 Summer Street Boston MA United States of America 02210
- IPO Date
- Jan 2, 1980
- CIK
- 0000081205
- Website
- fundresearch.fidelity.com
- Similar Companies
- Business
- Fidelity Puritan Fund (FPURX) is an actively managed balanced mutual fund that seeks income and capital growth by investing approximately 60% of assets in stocks and other equity securities and the remainder in investment-grade bonds and other debt securities, including lower-quality high yield debt securities; it normally invests at least 25% of total assets in fixed-income senior securities. The fund offers retail class shares with a CUSIP of 316345107 and an expense ratio of 0.50%, targeting long-term investors through diversified holdings across large-cap growth equities and fixed income instruments. Launched on April 16, 1947, as Fidelity's first mutual fund deriving income from stocks, it operates under Fidelity Management & Research Company LLC, headquartered in Boston, Massachusetts, with global portfolio exposure primarily focused on U.S. markets. The fund maintains a flexible asset allocation strategy, normally committing 50% to 65% to equities selected for growth potential and the balance to debt securities for income generation and stability, including senior fixed-income obligations. Portfolio composition emphasizes large-cap equities alongside investment-grade and high-yield bonds, with current top sectors including technology, financials, and healthcare; it provides semi-annual distributions, yielding 11.44% over the trailing twelve months through a combination of dividends and capital gains. Available through brokerage platforms like Fidelity, Schwab, and others, FPURX serves individual and institutional investors seeking moderate risk with hybrid equity-fixed income exposure across domestic and select international securities. No major acquisitions, funding rounds, partnerships, or strategic shifts have been reported for the fund in the last 1-2 years; it continues stable operations under longstanding management, with recent performance reflecting a year-to-date return of -0.53% as of mid-2025 amid market volatility.