FPURX — Fidelity Puritan Fund
Fidelity Puritan Fund (FPURX)
FPURX pays a 0.01% distribution rate, on a 0.47% expense ratio. Its Distribution Safety Score™ is 69 (Generally safe), giving a Safety-Adjusted Yield of 0.01%. Distributions fell 140.1% over the past year. Its deepest 1-year drawdown was 7.2%.
Fidelity Puritan Fund is a balanced mutual fund that invests approximately 60% in stocks and equity securities and the remainder in bonds and other debt securities, including high-yield bonds, with a requirement to maintain at least 25% in fixed-income senior securities. The fund carries a current distribution rate that is moderate-to-high, distributes income on an irregular schedule, and has a low expense ratio of 0.47%. This fund appeals to income-focused investors seeking a diversified portfolio that blends equity growth potential with fixed-income stability.
FPURX key facts
- Distribution Safety Score™
- 69 · Generally safe
- Safety-Adjusted Yield
- 0.01%
- Issuer
- Fidelity Investments
- Asset type
- Mutual Fund
- Asset class
- Equity
- Inception date
- 04/16/1947
- Expense ratio
- 0.47%
- Distribution rate
- 0.01%
- Trailing yield
- 6.22%
- Last close
- $28.67
- AUM
- $34,199,380,000
- Average volume
- 0.0
- Last dividend
- $0.1240
- Ex-dividend date
- 07/10/2026
- Payment date
- 07/13/2026
- Beta
- 1.01
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