MENU

FPUKX Fidelity Puritan K Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (null:MSFT), NVIDIA Corp (null:NVDA), Apple (null:AAPL), Amazon.com (null:AMZN), Alphabet (null:GOOG), Meta Platforms (null:META), Mastercard (null:MA), Boston Scientific Corp (null:BSX).

Industry description

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.

Market Cap

The average market capitalization across the Fidelity Puritan K MF is 1.62T. The market cap for tickers in the group ranges from 100.1B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BSX at 100.1B.

Volume

The average weekly volume growth across all stocks in the Fidelity Puritan K MF was 1%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -67%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 72
Price Growth Rating: 26
SMR Rating: 31
Profit Risk Rating: 14
Seasonality Score: 22 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Fidelity Puritan Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RSSRX24.980.20
+0.81%
Victory RS Select Growth R6
RSENX20.710.16
+0.78%
Victory Sophus Emerging Markets Y
SMCWX70.850.40
+0.57%
American Funds SMALLCAP World A
JDITX15.970.08
+0.50%
JHancock Disciplined Value Intl R4
RINYX45.280.15
+0.33%
Russell Inv International Devd Mkts Y

FPUKX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FPUKX has been closely correlated with RLBBX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if FPUKX jumps, then RLBBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FPUKX
1D Price
Change %
FPUKX100%
+0.48%
RLBBX - FPUKX
89%
Closely correlated
+0.42%
CLBFX - FPUKX
87%
Closely correlated
+0.41%
BALCX - FPUKX
87%
Closely correlated
+0.39%
RLBAX - FPUKX
87%
Closely correlated
+0.39%
CLBCX - FPUKX
87%
Closely correlated
+0.39%
More