FPUKX
Fidelity Puritan Fund Class K
Mutual fund
$28.49+0.18 (+0.64%)Close Oct 2, 2026
Adjusted price
+12.94% total return, past year
Key statistics
- Net assets
- $33.4B
- Expense ratio
- 0.4%
- Share classes
- 2
- 52-week range
- $25.10$28.97
- From all-time high
- −4.17%
- Max drawdown
- −37.81%
- Volatility
- 13.06%
- Sharpe ratio
- 0.74
- Beta (5Y monthly)
- 0.75
Returns
Total
- 1M
- +0.4%
- YTD
- +10.4%
- 1Y
- +12.9%
Per year
- 3Y
- +17.5%
- 5Y
- +9.3%
- 10Y
- +11.3%
- Since 2008
- +9.2%
Fund facts
As of May 31, 2026- Holdings
- 262
- Top 10 holdings
- 52.8%
- Stocks
- 69.1%
- Funds
- 30.1%
- Cash
- 0.8%
Sectors
- Information Technology
- 24.3%
- Industrials
- 8.5%
- Communication Services
- 6.1%
- Health Care
- 6.0%
- Financials
- 5.6%
- Other
- 19.2%
Top holdings
| Holding | Weight (%) |
|---|---|
| Fidelity Central Investment Portfolios II LLC | 26.8 |
| NVDANVIDIA Corporation | 6.2 |
| GOOGAlphabet Inc. | 3.8 |
| AAPLApple Inc. | 3.4 |
| AMZNAmazon.com, Inc. | 3.2 |
| Fidelity Central Investment Portfolios LLC | 3.1 |
| MSFTMicrosoft Corporation | 2.0 |
| Space Exploration Technologies Corp | 1.6 |
| METAMeta Platforms, Inc. | 1.5 |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 1.2 |
Annual returns
2008 from May 9 · 2026 through Oct 2