Fidelity Puritan Fund Class K (FPUKX)
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 invests at least 25% of total assets in fixed-income senior securities.
Fund Info
| ISIN | US3163457019 |
|---|---|
| Issuer | Fidelity |
| Inception Date | May 9, 2008 |
| Category | Diversified Portfolio |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FPUKX features an expense ratio of 0.43%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FPUKX vs. FCNKX, FPUKX vs. FXAIX, FPUKX vs. FSPGX, FPUKX vs. OIEJX, FPUKX vs. FSMDX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Puritan Fund Class K, 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 Fund Class K had a return of 19.91% year-to-date (YTD) and 25.59% in the last 12 months. Over the past 10 years, Fidelity Puritan Fund Class K had an annualized return of 4.95%, while the S&P 500 had an annualized return of 11.39%, indicating that Fidelity Puritan Fund Class K did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.91% | 25.48% |
| 1 month | 1.39% | 2.14% |
| 6 months | 8.78% | 12.76% |
| 1 year | 25.59% | 33.14% |
| 5 years (annualized) | 5.90% | 13.96% |
| 10 years (annualized) | 4.95% | 11.39% |
Monthly Returns
The table below presents the monthly returns of FPUKX, 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 | 1.72% | 4.60% | 2.75% | -3.63% | 4.18% | 2.32% | 0.60% | 1.76% | 1.77% | -0.89% | 19.91% | ||
| 2023 | 5.62% | -2.63% | 2.66% | 1.10% | 1.06% | 4.09% | 2.46% | -0.81% | -4.14% | -5.11% | 7.68% | 3.58% | 15.74% |
| 2022 | -5.37% | -1.75% | 1.90% | -6.97% | 0.34% | -6.51% | 5.54% | -3.36% | -6.86% | -3.16% | 4.31% | -3.49% | -23.43% |
| 2021 | -0.23% | 3.12% | 1.53% | 4.37% | 0.71% | 1.83% | 0.54% | 1.72% | -2.84% | -5.29% | -0.66% | 1.03% | 5.61% |
| 2020 | 0.97% | -4.18% | -8.23% | 9.01% | 4.47% | 2.71% | 4.78% | 5.25% | -2.28% | -4.06% | 7.16% | 0.70% | 15.87% |
| 2019 | 5.67% | 2.17% | 1.56% | 2.67% | -3.92% | 4.79% | 0.74% | -0.09% | -0.27% | -0.33% | 2.51% | 1.48% | 17.96% |
| 2018 | 4.31% | -2.87% | -1.64% | 0.47% | 2.44% | 0.54% | 2.12% | 2.53% | 0.04% | -12.32% | 0.68% | -10.81% | -14.94% |
| 2017 | 2.33% | 2.90% | 0.14% | 1.35% | 1.28% | 0.45% | 2.00% | 1.10% | 1.31% | 0.08% | 1.47% | 0.12% | 15.49% |
| 2016 | -3.94% | -1.08% | 4.46% | 0.72% | 1.24% | -0.05% | 3.10% | 0.33% | 0.14% | -2.01% | 0.49% | -0.01% | 3.18% |
| 2015 | -1.07% | 4.09% | -0.32% | -0.25% | 1.19% | -1.17% | 1.58% | -4.67% | -2.33% | 6.44% | 0.88% | -1.28% | 2.65% |
| 2014 | -0.85% | 3.95% | -0.73% | -0.41% | 2.28% | 2.18% | -1.34% | 3.57% | -1.14% | 2.44% | 1.77% | 0.19% | 12.38% |
| 2013 | 2.94% | 0.90% | 1.89% | 1.09% | 1.31% | -1.77% | 4.07% | -1.55% | 3.19% | 3.90% | 2.35% | 2.04% | 22.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FPUKX is 70, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Puritan Fund Class K provided a 9.56% dividend yield over the last twelve months, with an annual payout of $2.44 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.44 | $0.42 | $0.35 | $0.30 | $0.30 | $0.37 | $0.38 | $0.33 | $0.38 | $1.64 | $2.13 | $2.21 |
Dividend yield | 9.56% | 1.78% | 1.70% | 1.09% | 1.17% | 1.61% | 1.93% | 1.42% | 1.86% | 8.08% | 9.90% | 10.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Puritan Fund Class K. 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 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $2.11 | $0.00 | $2.32 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.12 | $0.42 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.08 | $0.35 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.09 | $0.30 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.07 | $0.30 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.09 | $0.37 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.09 | $0.38 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.00 | $0.10 | $0.33 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.09 | $0.38 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.27 | $0.00 | $0.08 | $1.64 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.54 | $0.00 | $0.39 | $2.13 |
| 2013 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.50 | $0.00 | $0.54 | $2.21 |
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 Fund Class K. 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 Fund Class K was 37.26%, occurring on Mar 9, 2009. Recovery took 283 trading sessions.
The current Fidelity Puritan Fund Class K drawdown is 2.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.26% | May 20, 2008 | 201 | Mar 9, 2009 | 283 | Apr 22, 2010 | 484 |
| -33.55% | Aug 31, 2021 | 284 | Oct 14, 2022 | — | — | — |
| -25.53% | Aug 30, 2018 | 392 | Mar 23, 2020 | 82 | Jul 20, 2020 | 474 |
| -13.38% | May 2, 2011 | 108 | Oct 3, 2011 | 91 | Feb 13, 2012 | 199 |
| -10.48% | Dec 2, 2015 | 49 | Feb 11, 2016 | 81 | Jun 8, 2016 | 130 |
Volatility
Volatility Chart
The current Fidelity Puritan Fund Class K volatility is 2.77%, 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.