Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity® Puritan® Fund Class K (FPUKX)

21.95
Net Asset Value
-0.27%
1 Day
+2.19%
Year-to-Date
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
0.46%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund invests in domestic and foreign issuers.

Performance

1 month+0.78% 3 years+12.73%
3 months+0.29% 5 years+11.79%
1 year+8.86% Since inception+7.48%
Data through --

Peer Comparisonvs. Moderate allocation

 FPUKXCategory
Performance 5-yr return+11.79%+10.38%
Expense ratio0.46%1.24%
Risk 5 year sharpe ratio1.461.21
Net assets$25.7B$2.9B
Average market cap$58.2B$48.7B
Average P/E21.018.8
Portfolio turnover160%160%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock65.81%
Fixed income23.34%
International stock7.47%
Cash3.16%
Other0.22%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.50%
Financial service 13.26%
Energy 13.17%
Consumer goods 13.12%
Healthcare 10.99%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.11%
AGN Allergan1.85%
-- 1.60%
AMGN Amgen1.33%
MDT Medtronic PLC1.33%
V Visa1.27%
GOOG Google1.26%
FB Facebook1.23%
JPM JPMorgan Chase1.23%
BAC Bank of America1.20%