Fidelity Puritan Financials
FPURX Fund | USD 25.53 0.06 0.24% |
Fidelity |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fidelity Puritan Fund Summary
Fidelity Puritan competes with Fidelity Balanced, Fidelity Magellan, Fidelity Growth, Fidelity Equity-income, and Fidelity Low-priced. The fund invests approximately 60 percent of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities , when its outlook is neutral. It invests at least 25 percent of total assets in fixed-income senior securities.Specialization | Allocation--50% to 70% Equity, Large Blend |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US3163451079 |
Business Address | Fidelity Puritan Trust |
Mutual Fund Family | Fidelity Investments |
Mutual Fund Category | Allocation--50% to 70% Equity |
Benchmark | Dow Jones Industrial |
Phone | 800 544 5555 |
Currency | USD - US Dollar |
Fidelity Puritan Key Financial Ratios
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Puritan's current stock value. Our valuation model uses many indicators to compare Fidelity Puritan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Puritan competition to find correlations between indicators driving Fidelity Puritan's intrinsic value. More Info.Fidelity Puritan Fund is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Puritan Fund is roughly 7.75 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Puritan's earnings, one of the primary drivers of an investment's value.Fidelity Puritan Systematic Risk
Fidelity Puritan's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Puritan volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Fidelity Puritan correlated with the market. If Beta is less than 0 Fidelity Puritan generally moves in the opposite direction as compared to the market. If Fidelity Puritan Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Puritan is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Puritan is generally in the same direction as the market. If Beta > 1 Fidelity Puritan moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Puritan November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Puritan help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Puritan Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Puritan Fund based on widely used predictive technical indicators. In general, we focus on analyzing Fidelity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fidelity Puritan's daily price indicators and compare them against related drivers.
Downside Deviation | 0.6356 | |||
Information Ratio | (0.08) | |||
Maximum Drawdown | 2.82 | |||
Value At Risk | (0.94) | |||
Potential Upside | 0.9913 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Puritan financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Puritan security.
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