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Fidelity Puritan Fund (FPURX)

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25.15 +0.02    +0.08%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 26.74B
Fidelity Puritan 25.15 +0.02 +0.08%

Fidelity Puritan Fund Overview

 
On this page you'll find an in-depth profile of Fidelity Puritan Fund. Learn about the key management, total assets, investment strategy and contact information of FPURX among other information.
Category

Allocation--50% to 70% Equity

Total Assets

26.74B

Expenses

0.49%

Inception Date

Apr 16, 1947

Investment Strategy

The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

Contact Information

Address 483 Bay Street
Toronto,ON M5G 2N7
Canada
Phone 416-307-5200
Fax 1-800-387-8092

Top Executives

Name Title Since Until
Daniel E. Kelley lead portfolio manager 2018 Now
Biography Daniel Kelley is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
Michael R Plage Portfolio Manager 2015 2019
Biography Since joining Fidelity Investments in 2005, Mr. Plage has worked as a trader and portfolio manager. Michael Plage is a portfolio manager in the Fixed Income division at FMRCo. In this role, Mr. Plage manages institutional and retail Fixed Income portfolios within Core, Core Plus, and Tactical Bond strategies. Mr. Plage joined Fidelity in 2005, and has been in the investments industry since 1997. Mr. Plage earned his bachelor of science degree from the University of South Carolina and his master of business administration degree from the University of Connecticut. He is also a Chartered Financ
Harley J Lank Co-Manager 2003 2019
Biography Harley Lank is a vice-president and portfolio manager for Fidelity Investments. He joined Fidelity in 1996 as an analyst in the high income group, and has been with Fidelity’s high-income division for the past 11 years. Mr. Lank received a BS in business from Syracuse University, and an MBA from the Wharton School of Business at the University of Pennsylvania.
Ramin Arani Portfolio Manager 2007 2018
Biography Mr. Arani has worked as a research analyst and portfolio manager since joining Fidelity Investments in 1992.
Pramod Atluri Vice President 2012 2015
Biography Pramod Atluri is a fixed income portfolio manager at Capital Group. He has 25 years of investment industry experience and has been with Capital Group for eight years. Prior to joining Capital, Pramod was a fixed income portfolio manager at Fidelity Investments, where he also worked as a fixed income strategist and corporate bond analyst. Before that, he was a management consultant at McKinsey & Company. He holds an MBA from Harvard Business School and a bachelor's degree in biological chemistry from the University of Chicago, where he also completed the requirements for bachelor's degrees in economics and chemistry. He holds the Chartered Financial Analyst® designation. Pramod is based in Los Angeles.
George A. Fischer Vice President 2004 2012
Biography Fischer is vice president and manager of Fidelity. Since joining Fidelity Investments in 1989, Fischer has worked as a research analyst and portfolio manager.
Stephen R. Petersen Vice President 2000 2008
Biography Petersen is a vice president and portfolio manager with Fidelity Investments. He joined the firm in 1980 and has worked as a research analyst and portfolio manager. Previously, he served the company as an analyst for the airline and insurance industries. Petersen holds the Chartered Financial Analyst designation.
Bettina Doulton Portfolio Manager 1996 2000
Biography Doulton joined Fidelity Investments in 1986 and became a portfolio manager in 1990. Previously, she served the company as an assistant portfolio manager and as an equity analyst, following both the auto-and-tire and the gaming-and-lodging industries.
Robert C. Bertelson Portfolio Manager 1996 1997
Biography Bertelson has been a portfolio manager with Fidelity Investments since 1991. From 1986 to 1991, he was a vice president and research analyst with Wellington Management Company. He also worked as a research associate with Booz, Allen & Hamilton from 1982 to 1984.
Richard B. Fentin Vice President 1987 1996
Biography Fentin is vice president and manager of VIP: Value Portfolio, which he has managed since November 2006. He also manages other Fidelity funds. Since joining Fidelity Investments in 1980, Fentin has worked as a research analyst, portfolio assistant and manager.
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