Fidelity Puritan Fund (FPURX) Alternatives
Fidelity Puritan Fund (FPURX) 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 FPURX. 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 FPURX
FPURX charges 0.50% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FPURX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FPURX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FPURX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FPURX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FPURX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FPURX vs FYMIX |
Best Risk-Adjusted Alternatives to FPURX
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 | FPURX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FPURX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FPURX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FPURX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FPURX vs PMAIX |
Top Performing FPURX Alternatives (YTD)
FPURX 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 | FPURX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FPURX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FPURX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FPURX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FPURX vs CONWX |
Lowest Volatility Alternatives to FPURX
FPURX 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 | FPURX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FPURX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FPURX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FPURX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FPURX vs SICIX |
Lowest Drawdown Alternatives to FPURX
FPURX 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 | FPURX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FPURX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FPURX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FPURX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FPURX 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 | FPURX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FPURX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FPURX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FPURX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FPURX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FPURX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FPURX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FPURX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FPURX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FPURX vs FTIHX |
Often Compared With FPURX
What investors most often compare with FPURX, based on PortfoliosLab usage data.
Compare FPURX with Any Fund or Stock
Compare FPURX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.