Fidelity Puritan Trust Proxy Filing
| Field | Detail |
|---|---|
| Company | Fidelity Puritan Trust |
| Form Type | DEFA14A |
| Filed Date | Apr 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-filing, mutual-fund, shareholder-meeting
Related Tickers: FVDOX, FVDNX, FVDJX, FVDLX
TL;DR
Fidelity Puritan Trust proxy filing out, shareholders vote on stuff.
AI Summary
Fidelity Puritan Trust filed a DEFA14A on April 17, 2025, detailing proxy information. The filing involves Fidelity Advisor Series I, which has undergone several name changes, including from Fidelity Broad Street Trust. Specific fund classes like Class Z (FVDOX) and Class I (FVDNX) of the Fidelity Advisor Value Discovery Fund are mentioned.
Why It Matters
This filing provides crucial information for shareholders of Fidelity Puritan Trust and related Fidelity funds regarding proxy voting and corporate actions.
Risk Assessment
Risk Level: low — This is a routine proxy filing with no immediate financial implications or significant changes indicated.
Key Players & Entities
- FIDELITY PURITAN TRUST (company) — Filer of the DEFA14A
- FIDELITY ADVISOR SERIES I (company) — Related company mentioned in the filing
- Fidelity Value Discovery Fund (company) — Fund mentioned in the filing
- Fidelity Advisor Value Discovery Fund: Class Z (company) — Specific fund class
- FVDOX (company) — Ticker symbol for Fidelity Advisor Value Discovery Fund: Class Z
FAQ
What is the primary purpose of this DEFA14A filing?
The primary purpose is to provide shareholders with information necessary to vote on matters presented at a shareholder meeting, as required by SEC regulations.
When was this DEFA14A filing submitted?
This DEFA14A filing was submitted on April 17, 2025.
What are some of the previous names for Fidelity Advisor Series I?
Fidelity Advisor Series I was previously known as Fidelity Advisor Series 1, Fidelity Broad Street Trust, and Fidelity Advisor Equity Portfolio Growth.
Which specific share classes of the Fidelity Advisor Value Discovery Fund are mentioned?
The filing mentions Class Z (FVDOX), Class I (FVDNX), Class A (FVDJX), and Class M (FVDLX) of the Fidelity Advisor Value Discovery Fund.
What is the business address and phone number for Fidelity Puritan Trust?
The business address for Fidelity Puritan Trust is 245 SUMMER STREET, BOSTON, MA 02210, and the business phone number is 617-563-7000.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on April 17, 2025 regarding FIDELITY PURITAN TRUST.