FPURX
Fidelity Puritan Fund
1W: -0.9%
1M: -0.2%
3M: -0.6%
YTD: +8.2%
1Y: +9.4%
3Y: +57.2%
5Y: +47.5%
$28.52
+0.18 (+0.64%)
Weekly Expected Move ±1.2%
$28
$28
$28
$29
$29
Similar ETFs
20 peers by holdings overlap (250 holdings)
FMILX
Fidelity New Millennium Fund
57.1%
Shared82 holdings
Total119
AUM$6.2B
Price$78.83
FDSVX
Fidelity Growth Discovery Fund
56.5%
Shared94 holdings
Total116
AUM$7.1B
Price$80.35
FFA
First Trust Enhanced Equity Income Fund
53.0%
Shared56 holdings
Total62
AUM$444M
Price$22.21
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
52.9%
Shared122 holdings
Total500
AUM$2.1B
Price$21.44
FCNTX
Fidelity Contrafund
50.6%
Shared129 holdings
Total339
AUM$192.9B
Price$27.80
PRCOX
T. Rowe Price U.S. Equity Research Fund
50.3%
Shared94 holdings
Total302
AUM$1.9B
Price$76.56
DFEOX
DFA U.S. Core Equity 1 Portfolio
49.5%
Shared667 holdings
Total2,563
AUM$41.8B
Price$55.98
FBALX
Fidelity Balanced Fund
49.3%
Shared95 holdings
Total293
AUM$66.3B
Price$35.44
CAHEX
Calamos Hedged Equity Income Fund Class A
49.2%
Shared80 holdings
Total261
AUM$878M
Price$20.66
ROGSX
Red Oak Technology Select Fund
49.1%
Shared30 holdings
Total28
AUM$843M
Price$65.74
FDEQX
Fidelity Disciplined Equity Fund
49.1%
Shared59 holdings
Total115
AUM$2.4B
Price$81.70
PEOPX
BNY Mellon S&P 500 Index Fund
48.9%
Shared124 holdings
Total501
AUM$2.8B
Price$69.49
DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
48.9%
Shared124 holdings
Total501
AUM$1.4B
Price$50.72
MYSPX
MainStay S&P 500 Index Fund Investor Class
48.9%
Shared124 holdings
Total502
AUM$2.1B
Price$82.12
SWPPX
Schwab S&P 500 Index Fund- Select Shares
48.9%
Shared124 holdings
Total500
AUM$148.8B
Price$19.95
GRMAX
Nationwide S&P 500 Index Fund
48.9%
Shared124 holdings
Total502
AUM$1.8B
Price$34.16
DFUSX
DFA US Large Company Portfolio
48.9%
Shared124 holdings
Total502
AUM$14.9B
Price$51.25
FNILX
Fidelity ZERO Large Cap Index Fund
48.9%
Shared129 holdings
Total502
AUM$19.2B
Price$27.70
USSPX
Victory 500 Index Fund Member Shares
48.8%
Shared124 holdings
Total507
AUM$15.3B
Price$92.93
PLFMX
Principal LargeCap S&P 500 Index Fund
48.7%
Shared123 holdings
Total502
AUM$11.0B
Price$36.76
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FPURX | $35.0B | 214 | 22.7% | 6.9 | 2.2 | 2.6 | 37.4% | 38.2% | 1.18% | +20.1% | +47.5% | 59.8 | 6.2 |
| FMILX | $6.2B | 119 | 36.5% | 8.5 | 2.7 | 2.8 | 36.1% | 33.2% | 1.09% | +20.9% | +39.7% | 58.3 | 6.2 |
| FDSVX | $7.1B | 116 | 54.2% | 7.8 | 4.5 | 6.2 | 83.3% | 78.9% | 0.80% | +27.1% | +52.9% | 61.7 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| FCNTX | $192.9B | 339 | 45.1% | 8.3 | 4.0 | 4.8 | 65.4% | 57.6% | 0.86% | +20.4% | +43.1% | 59.8 | 6.2 |
| PRCOX | $1.9B | 302 | 37.2% | 14.9 | 4.1 | 4.0 | 31.6% | 26.5% | 1.23% | +22.5% | +38.1% | 56.2 | 6.3 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| FBALX | $66.3B | 293 | 25.7% | 9.1 | 4.2 | 5.3 | 61.7% | 58.3% | 1.16% | +24.9% | +46.9% | 58.2 | 6.3 |
| CAHEX | $878M | 261 | 40.1% | 15.3 | 4.2 | 4.1 | 31.9% | 26.6% | 1.30% | +23.5% | +42.2% | 55.7 | 6.3 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |