Morningstar

Fidelity Puritan FPURX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FPURX

Will FPURX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FPURX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FPURX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FPURX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Astute resources back this balanced fund.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Fidelity Puritan’s straightforward investing approach benefits from deep and talented resources.

by Nour Al Twal
Rated on Published on

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