Both are traditional 60% stock/40% bond funds. Puritan has outpaced the average balanced fund in nine of the past 11 years, although it has lagged Dodge & Cox Balanced, Vanguard Wellington and Fidelity Balanced over the long term. But reducing its risk relative to Puritan is how Balanced allocates its stocks: there’s a significantly smaller tech weight (19% versus 25%) which, in turn, results in the fund’s lower price-earnings (P/E) ratio. Fidelity Balanced Fund . Fidelity® Puritan® FPURX Morningstar Analyst Rating Analyst rating as of Jul 2, 2020. Whatever your reason for choosing Fidelity over Vanguard, I wanted to show you how to build three-fund or other simple index fund portfolios with Fidelity. See fund information and historical performance for the Fidelity Advisor Balanced Fund - Class A. Fidelity Balanced Fund ; 1 of 12. Invest with a world leader in mutual funds * and you put a global network of 350+ research professionals and one of the largest research departments in the industry to work for you. One Fund: Start with S&P 500 or Total Stock Market. Best for: Moderate investors who want an all-in-one stock-and-bond fund; Fidelity has two balanced funds on the roster of top 401(k) funds: Fidelity Puritan and the aforementioned Fidelity Balanced. The current stock price disturbance, may contribute to short-term losses for the investors. Check out our mutual fund lineup. Fidelity® Puritan® Fund No Load (FPURX) Related Funds - discover similar funds, compare dividends and return. FPURX. Fidelity Puritan Fund For a less-aggressive approach to retirement investing, consider one of the oldest funds on the market, the Fidelity Puritan Fund. Upgrade to remove this ad. The 3 months correlation between Fidelity and Fidelity is, Assuming the 30-days horizon Fidelity Puritan is expected to generate 1.54 times less return on investment than Fidelity Balanced. Every quarter, Fidelity managers review the performance of more than 100 Fidelity mutual funds. Fidelity® Puritan® Fund A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Fidelity Management & Research Company LLC Asset Class Allocation - Balanced Growth Primary Index 60% Russ 1000 Gro/40% BloombergBarcl Agg Broad Based Index Morningstar Moderate Target Risk TR USD Net Assets $21,802.6 Million Inception Date 04/16/1947 Ticker FPURX Gross … Correlation Between Fidelity Puritan and Fidelity Balanced, Fidelity Puritan vs. Janus Henderson Balanced, Sponsored content. Fidelity's Total Market Index Fund provides exposure to a broader swath of the U.S. stock market than S&P 500 funds like FXAIX but for the same price. The 3 months correlation between Vanguard and Fidelity is 0.88.Overlapping area represents the amount of risk that can be diversified away by holding Vanguard Wellington Fund Admir and Fidelity Puritan Fund in the same portfolio assuming nothing else is changed. By analyzing existing cross correlation between Fidelity Puritan and American Balanced, you can compare the effects of market volatilities on Fidelity Puritan and American Balanced and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. 3 in the 50 to 70 percent equity allocation category with a score of 8.9, according to U.S. News & World Report. Fidelity Balanced is currently generating about 0.09 of returns per unit of risk over similar time horizon. Balanced vs. Puritan: Which Fidelity Fund Should I Own. Fidelity Index Funds: Here, I focused on diversified funds with low expense ratios. Fidelity® Puritan® Fund A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Fidelity Management & Research Company LLC Asset Class Allocation - Balanced Growth Primary Index 60% Russ 1000 Gro/40% BloombergBarcl Agg Broad Based Index Morningstar Moderate Target Risk TR USD Net Assets $21,802.6 Million Learn more about mutual funds at fidelity.com. Fidelity funds cover a swath of investment needs in retirement. Fidelity® Puritan® Fund No Load (FPURX) Related Funds - discover similar funds, compare dividends and return. To read the most recently released Quarterly Commentary, click on any fund listed. Trading Made Easy - Automated Day Trading Software Watch Live. The Fidelity Puritan Fund falls into Morningstar’s allocation 50 – 70 percent equity category. And we highlight the 10 best mutual funds for your golden years. Fidelity Puritan Fund (FPURX) is a potential starting point. 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