Fidelity® Puritan® Fund Class K (FPUKX)

21.37
Net Asset Value
+0.90%
1 Day
+0.71%
Year-to-Date
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
0.47%
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-1.71% 3 years+9.81%
3 months-0.65% 5 years+15.00%
1 year+15.05% Since inception+7.23%
Data through --

Peer Comparisonvs. Moderate allocation

 FPUKXCategory
Performance 5-yr return+15.00%+14.54%
Expense ratio0.47%1.32%
Risk 5 year sharpe ratio1.591.41
Net assets$23.4B$2.4B
Average market cap$52.3B$46.1B
Average P/E19.517.7
Portfolio turnover229%229%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 10 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock64.62%
Fixed income21.92%
International stock7.22%
Cash5.80%
Other0.43%
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
-- US Treasury Note 1.5%3.19%
GOOGL Google Inc Class A2.42%
AAPL Apple Inc2.22%
BAC Bank of America Corporation1.53%
FB Facebook Inc Class A1.49%
JPM JPMorgan Chase & Co1.46%
-- US Treasury Note 0.375%1.32%
-- Fannie Mae 3.5% 30 Year1.23%
WFC Wells Fargo & Co1.22%
MSFT Microsoft Corporation1.14%

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