FPKFX Performance — Fidelity Puritan K6 Fund
Data updated: 2026-07-24
FPKFX returned +9.51% year to date and +22.80% over one year to May 2026. Annualised returns are +17.44% over 3 years and +9.47% over 5 years. Against its US Large Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $162, against $165 for the category, and to $123 over one year, against $122. Volatility over the past three years was 10.68% a year. In the 12 months to May 2026 the fund lost a net $25.4M, and assets reached $2.35B.
FPKFX Growth of $100
What $100 invested in Fidelity Puritan K6 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | FPKFX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $123 | $122 |
| 3 years (Jun 2023 – May 2026) | $162 | $165 |
| 5 years (Jun 2021 – May 2026) | $157 | $164 |
| Since data start (Sep 2019 – May 2026) | $221 | $229 |
FPKFX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.51% |
| 1 year | +22.80% |
| 3 years (annualised) | +17.44% |
| 5 years (annualised) | +9.47% |
FPKFX Annual Returns
Calendar-year total returns of Fidelity Puritan K6 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +9.51% |
| 2025 | +11.40% |
| 2024 | +18.91% |
| 2023 | +20.31% |
| 2022 | −17.10% |
| 2021 | +19.11% |
| 2020 | +20.20% |
| 2019 (Sep–Dec) | +6.59% |
FPKFX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +0.9% | −4.3% | +7.6% | +3.4% | — | — | — | — | — | — | — |
| 2025 | +3.0% | −2.2% | −4.8% | −0.6% | +4.1% | +4.1% | +1.9% | +1.0% | +2.5% | +2.0% | +0.3% | −0.3% |
| 2024 | +1.7% | +4.6% | +2.7% | −3.6% | +4.2% | +2.3% | +0.5% | +1.9% | +1.8% | −0.9% | +4.7% | −2.0% |
| 2023 | +5.6% | −2.7% | +2.6% | +1.1% | +1.0% | +4.1% | +2.5% | −0.7% | −4.2% | −1.9% | +7.8% | +4.2% |
| 2022 | −5.3% | −1.7% | +1.9% | −7.0% | +0.4% | −6.6% | +5.7% | −3.4% | −6.9% | +4.8% | +4.4% | −3.6% |
| 2021 | −0.5% | +2.9% | +1.7% | +4.4% | +0.8% | +1.8% | +0.9% | +1.9% | −3.1% | +5.4% | −0.8% | +2.4% |
| 2020 | +1.0% | −4.4% | −8.3% | +9.1% | +4.5% | +2.7% | +4.9% | +5.1% | −2.4% | −1.9% | +7.0% | +2.6% |
| 2019 | — | — | — | — | — | — | — | — | −0.3% | +1.9% | +2.5% | +2.3% |
FPKFX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 10.68%
- 3-year Sharpe ratio: 1.21 (vs 4.5% risk-free rate)
- Best month: +7.76% (Nov 2023)
- Worst month: −4.79% (Mar 2025)
FPKFX Fund Flows
Monthly money in and out of Fidelity Puritan K6 Fund, from SEC Form N-PORT.
- 12-month net flow: −$25.4M
- 12-month gross sales (incl. reinvestments): $417.1M
- Sales ÷ redemptions: 0.94×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $12.8M | $28.9M | −$16.1M |
| Apr 2026 | $24.8M | $30.0M | −$5.2M |
| Mar 2026 | $42.5M | $23.4M | $19.1M |
| Feb 2026 | $14.4M | $46.9M | −$32.6M |
| Jan 2026 | $18.4M | $39.1M | −$20.8M |
| Dec 2025 | $60.2M | $30.8M | $29.4M |
| Nov 2025 | $23.9M | $37.6M | −$13.7M |
| Oct 2025 | $66.4M | $36.7M | $29.7M |
| Sep 2025 | $41.9M | $36.4M | $5.6M |
| Aug 2025 | $34.2M | $58.6M | −$24.4M |
| Jul 2025 | $36.7M | $33.2M | $3.6M |
| Jun 2025 | $40.9M | $40.9M | $30K |
FPKFX Assets Under Management
Net assets of Fidelity Puritan K6 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $2.35B |
| 2026-02-28 | $2.22B |
| 2025-11-30 | $2.22B |
| 2025-08-31 | $2.13B |
| 2025-05-31 | $2.02B |
| 2025-02-28 | $2.11B |
| 2024-11-30 | $2.12B |
| 2024-08-31 | $1.86B |
| 2024-05-31 | $1.67B |
| 2024-02-29 | $1.63B |
| 2023-11-30 | $1.39B |
| 2023-08-31 | $1.38B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.