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Fidelity® Puritan® Fund (FPURX)

20.05
Net Asset Value
-2.43%
1 Day
-1.38%
Year-to-Date
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
0.56%
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-1.43% 3 years+8.80%
3 months+1.04% 5 years+8.54%
1 year-2.89% Since inception+10.93%
Data through --

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

 FPURXCategory
Performance 5-yr return+8.54%+5.88%
Expense ratio0.56%1.19%
Risk 5 year sharpe ratio0.930.71
Net assets$25.5B$2.6B
Average market cap$62.5B$47.2B
Average P/E22.218.5
Portfolio turnover106%106%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock65.24%
Fixed income24.67%
Cash5.34%
International stock4.56%
Other0.19%
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 Google2.95%
AAPL Apple1.82%
FB Facebook1.75%
V Visa1.51%
GE General Electric1.50%
MDT Medtronic PLC1.46%
MSFT Microsoft1.45%
AMZN Amazon1.39%
AMGN Amgen1.24%
HD Home Depot1.19%

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