Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Helen Hou


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | FPURX Insights | FPURX Score | FPURX Performance | FPURX Manager | FPURX News | FPURX Allocation | FPURX Holdings Change

Mutual Fund Insights: Fidelity Puritan Fund (FPURX)

In-depth Analysis of Fidelity Puritan Fund (FPURX)

Mutual fund chart: Fidelity Puritan Fund (FPURX)

3 months
6 months
1 year
3 year
5 year

See Fidelity Puritan Fund (FPURX) performance details as of January 31, 2010

  

    Last Trade: $16.67 on 3/16/2010, Change: +0.10 (0.6%)
Experiment our closing price forecasting tool for Fidelity Puritan Fund (FPURX) (alpha release)

  

Fund Manager - Ramin Arani

Fund Manager Tenure: 3.1 years   [Similar Funds: FPUKX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Arani is a portfolio manager with Fidelity Investments, his employer since 1992. He joined the firm as a research associate covering defense electronics and became an analyst covering real estate investment trusts in 1996. He became a portfolio manager in 1997.  Get more insights on Ramin Arani

  

What we like about Fidelity Puritan Fund (FPURX) What we like about Fidelity Puritan Fund (FPURX)

Data for Fidelity Puritan Fund (FPURX) as of January 31, 2010

  • Fidelity Puritan Fund (FPURX) management has been with Fidelity Puritan Fund for 3.1 years
  • Fidelity Puritan Fund (FPURX) has good short-term performance (1-year return 29.91% vs 27.80% Moderate Allocation category average)
  • Fidelity Puritan Fund (FPURX) has good mid-term performance (3-year return -2.54% vs -2.95% Moderate Allocation category average)
  • Fidelity Puritan Fund (FPURX) has good Long-term performance (5-year return 2.65% vs 1.92% Moderate Allocation category average)
  • Fidelity Puritan Fund (FPURX) ratio of up-years vs down years is greater than 2
  • Fidelity Puritan Fund (FPURX) has a Morningstar rating of 4 and above
  • Fidelity Puritan Fund (FPURX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.41, lower than category average of 14.84
  • Fidelity Puritan Fund (FPURX) has a lower management fee than its Moderate Allocation average: 0.67% vs 1.02%
  • Fidelity Puritan Fund (FPURX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Fidelity Puritan Fund (FPURX) What we are cautious about Fidelity Puritan Fund (FPURX)

Data for Fidelity Puritan Fund (FPURX) as of January 31, 2010

  • Fidelity Puritan Fund (FPURX) has an annual stock turnover rate of 116.00% that is higher than the Moderate Allocation average of 87.10%. This could mean Fidelity Puritan is more nimble, but also signal potential high tax impact and high trading fees
See Fidelity Puritan Fund (FPURX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Moderate Allocation category?

Below are some additional Moderate Allocation mutual funds generated out of our database

  

Fidelity Puritan Fund (FPURX) Net Asset

Track net asset change of Fidelity Puritan fund (FPURX)

DateNet Asset
01/2010$16.30B
11/2009$16.67B
10/2009$16.10B
More historic net asset information on Fidelity Puritan Fund (FPURX)

  

Fidelity Puritan Fund (FPURX) Portfolio Allocation

Track portfolio allocation change of Fidelity Puritan fund (FPURX)

DateCashStockBondOther
10/20097.36%66.17%26.25%0.22%
09/20095.59%67.78%26.38%0.25%
08/20094.57%66.47%28.72%0.23%
Click here to see more historic asset allocation information on Fidelity Puritan Fund (FPURX)

  

Most Recent Top 10 Holdings in Fidelity Puritan Fund (FPURX)

Discover what Fidelity Puritan Fund (FPURX) manager is buying

31-Oct-09
Microsoft Corporation [1.88%]
JP MORGAN CHASE CO [1.69%]
Apple Inc. [1.66%]
EXXON MOBIL CP [1.6%]
Fannie Mae 5.5% 30 Year [1.56%]
PFIZER INC [1.53%]
CHEVRON CORP [1.45%]
Google Inc. [1.43%]
HEWLETT PACKARD CO [1.39%]
PROCTER GAMBLE CO [1.29%]

30-Sep-09
Fannie Mae 5.5% 30 Year [1.96%]
Microsoft Corporation [1.7%]
JP MORGAN CHASE CO [1.65%]
Apple Inc. [1.56%]
CHEVRON CORP [1.34%]
PROCTER GAMBLE CO [1.29%]
HEWLETT PACKARD CO [1.25%]
EXXON MOBIL CP [1.25%]
BK OF AMERICA CP [1.16%]
PFIZER INC [1.15%]

31-Aug-09
Fidelity Cash Central Fund [3.09%]
Fannie Mae 5.5% 30 Year [2.04%]
JP MORGAN CHASE CO [1.66%]
Microsoft Corporation [1.64%]
EXXON MOBIL CP [1.58%]
FNMA 6% [1.54%]
Apple Inc. [1.43%]
CHEVRON CORP [1.36%]
BK OF AMERICA CP [1.23%]
PROCTER GAMBLE CO [1.22%]
Click here for Stock Holding Change Map in Fidelity Puritan Fund (FPURX)

  

Related books and products to Fidelity Puritan Fund (FPURX)

  

Latest News on Fidelity Puritan (FPURX)

See what is happening with Fidelity Puritan Fund (FPURX)

 

Books and Resources

 

 

See more information on Fidelity Puritan Fund (FPURX)