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Fidelity® Puritan® Fund Class K (FPUKX)

20.58
Net Asset Value
+0.10%
1 Day
+1.33%
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+1.13% 3 years+6.01%
3 months-1.34% 5 years+10.00%
1 year+2.23% Since inception+6.63%
Data through --

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

 FPUKXCategory
Performance 5-yr return+10.00%+9.22%
Expense ratio0.46%1.20%
Risk 5 year sharpe ratio1.261.02
Net assets$25.1B$2.6B
Average market cap$76.1B$53.5B
Average P/E22.619.4
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. stock65.71%
Fixed income25.50%
International stock4.69%
Cash3.90%
Other0.21%
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 Google3.29%
AAPL Apple2.82%
FB Facebook1.90%
MSFT Microsoft1.89%
AMZN Amazon1.75%
V Visa1.61%
MDT Medtronic PLC1.58%
AMGN Amgen1.43%
-- 1.28%
JNJ Johnson & Johnson1.13%