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Fidelity Puritan Fund: (MF: FPURX)
(NASDAQ Mutual Funds) As of Aug 14, 2024 08:00 PM ET
$25.87 USD
+0.10 (0.39%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.87 | 6 |
| 3 months | 7.20 | 36 |
| 6 months | 10.96 | 6 |
| 1 Year | 17.99 | 9 |
| 3 Year | 5.93 | 4 |
| 5 Year | 11.36 | 2 |
| 10 Year | 9.62 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 87.37 |
| Bear Market (10/07 - 2/09) | -37.89 |
| Bull Market (2/09 - 3/21) | 481.05 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 20.27 |
| 5 Year | 11.39 |
| 10 Year | 9.41 |
| Since Inception | 10.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.31 | 2.70 | NA | NA |
| 2023 | 5.56 | 6.32 | -2.60 | 9.99 |
| 2022 | -5.29 | -12.73 | -5.02 | 5.44 |
| 2021 | 4.45 | 7.00 | -0.65 | 7.10 |
| 2020 | -11.25 | 16.93 | 7.74 | 7.82 |
| 2019 | 9.58 | 3.34 | 0.35 | 6.69 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.87 | 20.23 | -17.23 | 18.93 | 20.56 | 21.25 | -4.13 | 18.74 | 5.02 | 1.77 | 10.74 |
| % Total Return Rel to Index | -3.83 | -6.01 | 0.96 | -9.74 | 2.16 | -10.23 | 0.25 | -3.05 | -6.90 | 0.38 | -2.90 |
| % Total Return Rel to Peer | 3.72 | 6.27 | -3.48 | 5.75 | 9.28 | 2.49 | 1.43 | 5.59 | -1.32 | 4.10 | 5.32 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 2.00 | 3.00 | 1.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.20 | 0.39 | 0.33 | 0.27 | 0.28 | 0.34 | 0.35 | 0.31 | 0.36 | 0.45 | 0.35 |
| % Yield | 0.76 | 1.60 | 1.45 | 0.87 | 1.01 | 1.42 | 1.56 | 1.25 | 1.65 | 2.04 | 1.48 |
| Capital Gains ($) | 0.00 | 0.85 | 1.59 | 3.28 | 1.04 | 0.63 | 2.64 | 0.66 | 0.40 | 1.06 | 1.56 |
| Expense Ratio | 0.49 | 0.50 | 0.50 | 0.50 | 0.52 | 0.53 | 0.53 | 0.55 | 0.55 | 0.55 | 0.56 |
* 1 = Top 20%, 5 = Bottom 20%