Fidelity Investments·2026-06-24·via All Articles on Seeking Alpha
Summary
For Q1 2026, Fidelity Puritan Fund's Retail Class shares returned -1.27%, outperforming the -2.62% result of the Fidelity Puritan Composite Index.
The fund's equity holdings – which represented about 67% of assets, on average – produced a -1.77% result the past three months, outpacing their corresponding benchmark and aiding performance versus the Composite index.
Within the investment-grade bond portfolio, both security selection and sector positioning had a neutral impact on performance the past three months.
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Investment Approach
Fidelity® Puritan® Fund (FPURX) seeks income and capital growth consistent with reasonable risk, and has a neutral allocation of 60% equities and 40% bonds.
The fundamental outlook and relative valuation of asset classes
