Fidelity Puritan Fund Class K (FPUKX)

$25.32
D Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. All Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Puritan Fund Class K 21 0.61 8.81% -2.66% 0.46%
U.S. All Cap - Growth 33 0.96 12.83% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 8.53% 12.43% -3.90%
Year-to-Date 8.81% 12.83% -4.02%
1 Year 19.83% 0.00% 19.83%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

21%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 21% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.46%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$594

Real cost (fees + lost compounding)

$734

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-0.64%