FIDELITY PURITAN TRUST
Form Type: N-14
Filing Date: 2025-01-07
Corporate Action: Liquidation
Type: New
Accession Number: 000113322825000223
Comments: This document serves as a registration statement under the Securities Act of 1933 for Fidelity Puritan Trust, specifically detailing the plans for liquidating three funds: Fidelity Advisor® Dividend Growth Fund, Fidelity Advisor® Equity Value Fund, and Fidelity Advisor® Value Leaders Fund. A special shareholder meeting is scheduled for April 16, 2025, to vote on proposals that involve reorganizing these funds by transferring their assets to corresponding acquiring funds: Fidelity® Dividend Growth Fund, Fidelity® Value Discovery Fund, and Fidelity® Blue Chip Value Fund. Each proposal aims for the complete liquidation of the respective Fidelity Advisor funds with shareholders receiving shares in the acquiring funds. Additionally, the reorganization is expected to provide cost benefits to shareholders and is classified as a tax-free reorganization. The document outlines procedures for shareholder voting, registration for attending the virtual meeting, and the intended timeline for the transactions, which are expected to close on May 9, 2025.
Document Link: View Document
Additional details:
Proposal Number: 1
Target Fund: Fidelity Advisor® Dividend Growth Fund
Acquiring Fund: Fidelity® Dividend Growth Fund
Proposal Number: 2
Target Fund: Fidelity Advisor® Equity Value Fund
Acquiring Fund: Fidelity® Value Discovery Fund
Proposal Number: 3
Target Fund: Fidelity Advisor® Value Leaders Fund
Acquiring Fund: Fidelity® Blue Chip Value Fund
Record Date: 2025-02-19
Meeting Date: 2025-04-16
Meeting Time: 8:00 A.M. ET
Closing Date: 2025-05-09