Fidelity® Puritan® Fund Class K (FPUKX)

23.95
Net Asset Value
-0.08%
1 Day
+2.31%
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+2.97% 3 years+7.87%
3 months+0.44% 5 years+9.85%
1 year+12.64% Since inception+7.64%
Data through --

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

 FPUKXCategory
Performance 5-yr return+9.85%+6.55%
Expense ratio0.46%1.15%
Risk 5 year sharpe ratio1.270.90
Net assets$27.3B$3.0B
Average market cap$81.5B$66.7B
Average P/E24.619.7
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 14 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock62.41%
Fixed income28.78%
International stock5.21%
Cash2.36%
Other1.24%
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 Google3.26%
-- 3.16%
AAPL Apple2.72%
MSFT Microsoft2.62%
FB Facebook1.79%
JPM JPMorgan Chase1.61%
AMZN Amazon1.57%
AMGN Amgen1.52%
BAC Bank of America1.42%
V Visa1.33%