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)

21.60
Net Asset Value
-0.14%
1 Day
+5.01%
Year-to-Date
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
0.46%
Expense Ratio
Above 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 (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).

Performance

1 month+0.94% 3 years+7.18%
3 months+3.54% 5 years+9.51%
1 year+10.09% Since inception+7.14%
Data through --

Peer Comparisonvs. Allocation--50% to 70% equity

 FPUKXCategory
Performance 5-yr return+9.51%+7.04%
Expense ratio0.46%1.19%
Risk 5 year sharpe ratio1.231.00
Net assets$25.8B$2.8B
Average market cap$79.3B$56.4B
Average P/E22.620.7
Portfolio turnover36%36%

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 / 13 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock70.11%
Fixed income23.34%
International stock5.20%
Cash1.24%
Other0.10%
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 Apple3.49%
GOOG Google3.12%
MSFT Microsoft2.16%
FB Facebook1.82%
AMZN Amazon1.73%
AMGN Amgen1.59%
BAC Bank of America1.57%
WFC Wells Fargo1.48%
V Visa1.47%
JPM JPMorgan Chase1.36%