FPUKX — Fidelity Puritan K
Fidelity Puritan K (FPUKX)
FPUKX pays a 0.02% distribution rate, on a 0.40% expense ratio. Its Distribution Safety Score™ is 68 (Generally safe), giving a Safety-Adjusted Yield of 0.01%. Distributions fell 139.6% over the past year. Total return is 412.5% over the past 18.2 years, 248.5 points behind SPY at 661.0%. Its deepest 1-year drawdown was 7.2%.
Fidelity Puritan K is a balanced mutual fund that allocates approximately 60% of assets to stocks and equity securities and the remainder to bonds and other debt securities, including high-yield debt, with a requirement to maintain at least 25% in fixed-income senior securities. The fund carries a modest expense ratio of 0.40% and currently distributes at a moderate rate. This fund appeals to income-focused investors seeking a balanced mix of equity growth and fixed-income stability rather than pure growth or aggressive income strategies.
FPUKX key facts
- Distribution Safety Score™
- 68 · Generally safe
- Safety-Adjusted Yield
- 0.01%
- Issuer
- Fidelity Investments
- Asset type
- Mutual Fund
- Asset class
- Equity
- Expense ratio
- 0.40%
- Distribution rate
- 0.02%
- Trailing yield
- 6.27%
- Last close
- $28.64
- AUM
- $29,517,725,696
- Average volume
- 0.0
- Last dividend
- $0.1270
- Ex-dividend date
- 07/10/2026
- Beta
- 1.01
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