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Fidelity® Puritan® Fund Class K (FPUKX)

22.21
Net Asset Value
+0.23%
1 Day
+7.97%
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+1.42% 3 years+7.63%
3 months+2.83% 5 years+10.82%
1 year+12.92% Since inception+7.23%
Data through --

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

 FPUKXCategory
Performance 5-yr return+10.82%+7.04%
Expense ratio0.46%1.19%
Risk 5 year sharpe ratio1.271.03
Net assets$25.9B$2.8B
Average market cap$80.9B$58.2B
Average P/E22.820.9
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. stock69.90%
Fixed income23.31%
International stock5.25%
Cash1.47%
Other0.07%
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 Apple3.70%
GOOG Google3.17%
MSFT Microsoft2.25%
FB Facebook1.93%
AMZN Amazon1.77%
BAC Bank of America1.51%
V Visa1.50%
AMGN Amgen1.49%
-- 1.47%
WFC Wells Fargo1.44%