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Fidelity® Puritan® Fund Class K (FPUKX)

20.93
Net Asset Value
-0.19%
1 Day
+1.75%
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+1.55% 3 years+6.28%
3 months+3.28% 5 years+10.13%
1 year+13.64% Since inception+6.69%
Data through --

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

 FPUKXCategory
Performance 5-yr return+10.13%+8.04%
Expense ratio0.46%1.19%
Risk 5 year sharpe ratio1.321.11
Net assets$25.0B$2.7B
Average market cap$77.0B$53.8B
Average P/E21.920.0
Portfolio turnover36%36%

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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. stock67.09%
Fixed income25.37%
International stock5.54%
Cash1.88%
Other0.13%
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 Google3.01%
AAPL Apple2.94%
MSFT Microsoft2.13%
FB Facebook1.67%
AMZN Amazon1.61%
V Visa1.54%
WFC Wells Fargo1.42%
BAC Bank of America1.40%
AMGN Amgen1.36%
-- 1.17%