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Fidelity Puritan Fund Class K: (MF: FPUKX)
(NASDAQ Mutual Funds) As of Aug 13, 2024 08:00 PM ET
$25.74 USD
+0.33 (1.30%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.96 | 5 |
| 3 months | 7.22 | 35 |
| 6 months | 11.05 | 6 |
| 1 Year | 18.14 | 8 |
| 3 Year | 6.01 | 4 |
| 5 Year | 11.43 | 2 |
| 10 Year | 9.72 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 489.80 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 20.33 |
| 5 Year | 11.46 |
| 10 Year | 9.50 |
| Since Inception | 8.77 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.32 | 2.72 | NA | NA |
| 2023 | 5.56 | 6.34 | -2.58 | 9.99 |
| 2022 | -5.26 | -12.73 | -5.00 | 5.48 |
| 2021 | 4.46 | 7.02 | -0.63 | 7.08 |
| 2020 | -11.21 | 16.97 | 7.76 | 7.81 |
| 2019 | 9.64 | 3.36 | 0.37 | 6.70 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.96 | 20.29 | -17.15 | 18.96 | 20.67 | 21.38 | -4.10 | 18.86 | 5.19 | 1.82 | 10.86 |
| % Total Return Rel to Index | -3.74 | -5.95 | 1.05 | -9.71 | 2.26 | -10.10 | 0.28 | -2.93 | -6.74 | 0.43 | -2.78 |
| % Total Return Rel to Peer | 3.81 | 6.33 | -3.40 | 5.78 | 9.39 | 2.62 | 1.46 | 5.70 | -1.15 | 4.15 | 5.44 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 2.00 | 2.00 | 1.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.21 | 0.41 | 0.34 | 0.29 | 0.30 | 0.36 | 0.37 | 0.33 | 0.38 | 0.47 | 0.37 |
| % Yield | 0.79 | 1.67 | 1.52 | 0.94 | 1.08 | 1.51 | 1.64 | 1.33 | 1.75 | 2.14 | 1.57 |
| Capital Gains ($) | 0.00 | 0.85 | 1.59 | 3.28 | 1.04 | 0.63 | 2.64 | 0.66 | 0.40 | 1.06 | 1.56 |
| Expense Ratio | 0.41 | 0.42 | 0.42 | 0.43 | 0.43 | 0.44 | 0.44 | 0.45 | 0.46 | 0.46 | 0.46 |
* 1 = Top 20%, 5 = Bottom 20%