Fidelity Puritan Fund Class K (FPUKX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FPUKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FPUKX
FPUKX charges 0.43% annually. There are 159 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FPUKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FPUKX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FPUKX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FPUKX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FPUKX vs FYMIX |
Best Risk-Adjusted Alternatives to FPUKX
FPUKX has a PortfoliosLab risk / return rank of 68. There are 143 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FPUKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | FPUKX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FPUKX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FPUKX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FPUKX vs AOBLX |
Top Performing FPUKX Alternatives (YTD)
FPUKX is at 10.10% YTD. There are 78 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.22% | — | Jan 1998 | FPUKX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 22.41% | — | Aug 1998 | FPUKX vs MHELX | |
| Greenspring Fund | 21.71% | — | Jun 1983 | FPUKX vs GRSPX | |
| ICON Equity Income Fund | 17.00% | — | May 2004 | FPUKX vs IOEZX | |
| Disciplined Growth Investors Fund | 15.90% | — | Aug 2011 | FPUKX vs DGIFX |
Lowest Volatility Alternatives to FPUKX
FPUKX has 10.89% 1-year volatility. There are 430 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | FPUKX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | FPUKX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | FPUKX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | FPUKX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | FPUKX vs CSTAX |
Lowest Drawdown Alternatives to FPUKX
FPUKX has a 1-year max drawdown of -7.24%. There are 371 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FPUKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FPUKX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FPUKX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FPUKX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FPUKX vs CSTAX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 59 | 9.96% | — | Feb 1988 | FPUKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 93 | 71.48% | — | Jul 1985 | FPUKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 61 | 10.79% | — | — | FPUKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 60 | 10.82% | — | — | FPUKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 20 | 4.22% | — | — | FPUKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 63 | 16.13% | — | Dec 1987 | FPUKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.07% | 176.32B | May 1967 | FPUKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 55 | 9.80% | — | — | FPUKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 31 | 8.82% | — | Nov 1997 | FPUKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 49 | 12.47% | — | Jun 2016 | FPUKX vs FTIHX |
Often Compared With FPUKX
Investors most often compare FPUKX with FCNKX, VOO, OIEJX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FPUKX with Any Fund or Stock
Compare FPUKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FPUKX with funds that move differently
Fidelity Puritan Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FPUKX.
Explore FPUKX Diversifiers