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Fidelity® Puritan® Fund Class K (FPUKX)

Net Asset Value
1 Day
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
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).


1 month+1.02% 3 years+8.37%
3 months+4.07% 5 years+7.75%
1 year-1.39% Since inception+6.57%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+7.75%+5.88%
Expense ratio0.46%1.22%
Risk 5 year sharpe ratio0.930.71
Net assets$25.3B$2.7B
Average market cap$59.1B$46.5B
Average P/E20.417.8
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--


U.S. stock64.46%
Fixed income24.45%
International stock5.29%
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 Google3.13%
AAPL Apple2.08%
FB Facebook1.68%
MDT Medtronic PLC1.50%
V Visa1.49%
GE General Electric1.49%
AGN Allergan1.47%
MSFT Microsoft1.29%
AMZN Amazon1.23%
-- 1.21%

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