FPURX Mutual Fund

FPURX Mutual Fund (Fidelity Puritan Fund) is managed by Fidelity Investments (US) with $21.65B in net assets. FPURX expense ratio is 0.47%, holding 250 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1947-04-16.

FPURX performance shows a YTD return of 7.11%. The 1-year return is 14.55% and the 5-year return is 9.26%. FPURX dividend yield stands at 3.03%, paid quarterly.

FPURX top holdings include Fidelity Investment Grade Bond Central Fund (28.7%), Nvidia Corp. (5.3%), Apple, Inc (3.4%), Alphabet Inc. C (3.4%), High Income Cf (3.2%). Go to all FPURX holdings, FPURX sectors, or FPURX dividends.

FPURX can be compared against other funds. Use FPURX overlap to find shared positions, or FPURX vs another fund for a side-by-side view. FPURX alternatives are available via the screener, along with tax-loss harvesting opportunities.