FPURX Rating, Research - Fidelity Puritan

Fidelity Puritan (fpurx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 206

Threats + Weaknesses = 120

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fpurx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Puritan (FPURX) Description: FPURX is a mutual fund, which is an investment that owns a basket of assets. The FPURX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the large fund size classification. FPURXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FPURXs expense ratio is roughly 1%. The latest FPURXs front end load was 0% and the back end load was 0%. The Fidelity Puritan (FPURX) mutual fund falls under the moderate allocation category. FPURX focuses its investments in USA and FPURX is not affiliated with a particular industry or fund sector. The Fidelity Puritan (FPURX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FPURXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FPURXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks income and capital growth consistent with reasonable risk. The fund invests 60% of assets in stocks (see stock research) and other equity securities (see equity research) and the remainder in bonds and other debt securities, including lower-quality debt securities. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund also invests in domestic and foreign issuers and invests in Fidelitys central funds.

Management Analysis Update

Performance Analysis Update