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, 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.


1 month-0.77% 3 years+12.38%
3 months+1.90% 5 years+11.48%
1 year+10.98% Since inception+7.95%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+11.48%+9.43%
Expense ratio0.46%1.27%
Risk 5 year sharpe ratio1.311.09
Net assets$26.0B$2.9B
Average market cap$56.2B$46.8B
Average P/E20.218.1
Portfolio turnover160%160%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock63.36%
Fixed income25.57%
International stock5.79%
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 Apple3.21%
-- 1.64%
-- 1.36%
ACT Actavis1.34%
BAC Bank of America1.32%
FB Facebook1.23%
AMGN Amgen1.23%
CMCSK Comcast1.16%
GOOG Google1.11%
-- 1.10%

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