Fidelity Puritan Fund
Shareclass
Fidelity Puritan (FPURX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Fidelity Puritan Fund
FUND COVERAGE
# of holdings206
% of assets62%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp0.51%$164.55M
- 2. Marriott International Inc Class A<0.01%$2.61M
- 3. Bank of America Corp0.13%$42.02M
- 4. Mastercard Inc Class A1.04%$338.33M
- 5. Intesa Sanpaolo0.08%$27.5M
- 6. Philip Morris International Inc0.73%$236.18M
- 7. Hilton Worldwide Holdings Inc0.1%$31.97M
- 8. Shell PLC0.07%$22.23M
- 9. Wells Fargo & Co0.53%$173.77M
- 10. JPMorgan Chase & Co0.45%$147.61M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.13%$43.2M
- 2. Nuvalent Inc Class A0.04%$14.34M
- 3. Roblox Corp Ordinary Shares - Class A0.1%$32.14M
- 4. Scholar Rock Holding Corp0.01%$3.76M
- 5. ACV Auctions Inc Ordinary Shares - Class A<0.01%$3.14M
- 6. Futu Holdings Ltd ADR0.05%$14.85M
- 7. Madrigal Pharmaceuticals Inc0.02%$5.92M
- 8. Palantir Technologies Inc Ordinary Shares - Class A0.21%$67.31M
- 9. Reddit Inc Class A Shares0.2%$65.49M
- 10. Blackstone Inc0.2%$64.29M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Fidelity Puritan Fund
Totals
Holdings
Assets
Weight
Prisons
9
$3.64B
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
9
$3.55B
11%
Borders high risk
2
$93.34M
0.29%
Total
13
$3.76B
12%
Holdings — 13 flagged holdings
1.
Microsoft Corp
:$1.63B
5.02%
2.
Amazon.com Inc
:$914.47M
2.81%
3.
Alphabet Inc Class C
:$716.61M
2.2%
4.
Alphabet Inc Class A
:$114.24M
0.35%
5.
3M Co
$91.43M
0.28%
6.
Palantir Technologies Inc Ordinary Shares - Class A
:$67.31M
0.21%
7.
First Horizon Corp
:$55.99M
0.17%
8.
Walmart Inc
$52.26M
0.16%
9.
The Kroger Co
$31.49M
0.1%
10.
Costco Wholesale Corp
$29.27M
0.09%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity Puritan Fund FPURX
Environment
Social
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