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Fidelity® Puritan® Fund Class K (FPUKX)

20.14
Net Asset Value
-0.15%
1 Day
-0.84%
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-0.79% 3 years+7.49%
3 months+5.55% 5 years+8.35%
1 year-2.57% Since inception+6.59%
Data through --

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

 FPUKXCategory
Performance 5-yr return+8.35%+5.88%
Expense ratio0.46%1.20%
Risk 5 year sharpe ratio0.890.67
Net assets$25.3B$2.5B
Average market cap$62.4B$47.0B
Average P/E21.917.9
Portfolio turnover106%106%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 12 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock64.96%
Fixed income23.65%
Cash6.19%
International stock5.00%
Other0.19%
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
GOOG Google3.20%
AAPL Apple2.24%
FB Facebook1.71%
MSFT Microsoft1.62%
GE General Electric1.56%
V Visa1.51%
MDT Medtronic PLC1.39%
AGN Allergan1.32%
AMZN Amazon1.26%
-- 1.21%

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