See what your fund actually adds

Fidelity Puritan K6 Fund FPKFX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

FPKFX compared with its replication portfolio
MeasureFPKFXReplication
Annualized growth8.6%8.7%
Annualized volatility12.1%12.8%
Sharpe ratio0.740.72
Maximum drawdown22.0%25.0%
Replication fit (R²)0.95 · Tracking error 2.8%

Replication portfolio

The published portfolio below is the investable basket used to model FPKFX’s historical return behavior.

FPKFX replication basket weights
TickerBuilding blockWeight
SPHYFI · High Yield30.1%
VUGStyle · Growth24.4%
MTUMFactor · Momentum19.6%
VOOUS Large Cap15.7%
SPTLFI · Long Gov10.1%