Fidelity Puritan Fund Class K (FPUKX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FPUKX
FPUKX charges 0.43% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FPUKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FPUKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FPUKX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FPUKX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FPUKX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | FPUKX vs MAANX |
Best Risk-Adjusted Alternatives to FPUKX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FPUKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FPUKX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FPUKX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FPUKX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FPUKX vs PMAIX |
Top Performing FPUKX Alternatives (YTD)
FPUKX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FPUKX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FPUKX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FPUKX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FPUKX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FPUKX vs CONWX |
Lowest Volatility Alternatives to FPUKX
FPUKX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FPUKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FPUKX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FPUKX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FPUKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FPUKX vs SICIX |
Lowest Drawdown Alternatives to FPUKX
FPUKX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FPUKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FPUKX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FPUKX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FPUKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FPUKX vs SICIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FPUKX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FPUKX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FPUKX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FPUKX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FPUKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FPUKX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FPUKX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FPUKX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FPUKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FPUKX vs FTIHX |
Often Compared With FPUKX
What investors most often compare with FPUKX, 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.