Fidelity Puritan K6 Fund (FPKFX)
The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It may Invest at least 25% of total assets in fixed-income senior securities. The fund will invest in domestic and foreign issuers.
Fund Info
| ISIN | US3163458264 |
|---|---|
| CUSIP | 316345826 |
| Issuer | Fidelity |
| Inception Date | Jun 14, 2019 |
| Category | Diversified Portfolio |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FPKFX features an expense ratio of 0.32%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FPKFX vs. VOO, FPKFX vs. FZACX, FPKFX vs. FZABX, FPKFX vs. FPURX, FPKFX vs. FLCNX, FPKFX vs. PRWCX, FPKFX vs. VIIIX, FPKFX vs. ITOT, FPKFX vs. SPY, FPKFX vs. TRMCX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Puritan K6 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Puritan K6 Fund had a return of 20.16% year-to-date (YTD) and 28.36% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.16% | 25.45% |
| 1 month | 2.04% | 2.91% |
| 6 months | 10.21% | 14.05% |
| 1 year | 28.36% | 35.64% |
| 5 years (annualized) | 12.25% | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of FPKFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.70% | 4.59% | 2.73% | -3.55% | 4.19% | 2.27% | 0.50% | 1.90% | 1.80% | -0.93% | 20.16% | ||
| 2023 | 5.60% | -2.69% | 2.60% | 1.15% | 1.02% | 4.14% | 2.47% | -0.74% | -4.22% | -1.95% | 7.76% | 4.15% | 20.29% |
| 2022 | -5.32% | -1.73% | 1.91% | -7.01% | 0.39% | -6.57% | 5.67% | -3.38% | -6.92% | 4.82% | 4.36% | -3.59% | -17.11% |
| 2021 | -0.47% | 2.89% | 1.67% | 4.44% | 0.79% | 1.78% | 0.90% | 1.94% | -3.06% | 5.43% | -0.76% | 2.35% | 19.10% |
| 2020 | 1.01% | -4.37% | -8.29% | 9.11% | 4.48% | 2.74% | 4.91% | 5.10% | -2.43% | -1.92% | 7.03% | 2.59% | 20.22% |
| 2019 | 0.49% | 0.73% | 0.00% | -0.29% | 1.91% | 2.50% | 2.34% | 7.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FPKFX is 77, placing it in the top 23% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Puritan K6 Fund provided a 3.22% dividend yield over the last twelve months, with an annual payout of $0.53 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.53 | $0.24 | $0.19 | $0.16 | $0.13 | $0.07 |
Dividend yield | 3.22% | 1.67% | 1.62% | 1.11% | 1.04% | 0.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Puritan K6 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.32 | $0.00 | $0.49 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.05 | $0.24 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.04 | $0.19 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.05 | $0.16 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.04 | $0.13 |
| 2019 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.05 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Puritan K6 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Puritan K6 Fund was 24.46%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
The current Fidelity Puritan K6 Fund drawdown is 0.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.46% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -22.33% | Dec 28, 2021 | 202 | Oct 14, 2022 | 318 | Jan 23, 2024 | 520 |
| -7.06% | Sep 3, 2020 | 14 | Sep 23, 2020 | 44 | Nov 24, 2020 | 58 |
| -7.05% | Jul 17, 2024 | 16 | Aug 7, 2024 | 30 | Sep 19, 2024 | 46 |
| -4.65% | Mar 28, 2024 | 16 | Apr 19, 2024 | 18 | May 15, 2024 | 34 |
Volatility
Volatility Chart
The current Fidelity Puritan K6 Fund volatility is 2.84%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.