Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity® Puritan® Fund (FPURX)

23.01
Net Asset Value
-0.30%
1 Day
+11.81%
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+1.68% 3 years+7.50%
3 months+3.18% 5 years+9.97%
1 year+13.02% Since inception+10.97%
Data through --

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

 FPURXCategory
Performance 5-yr return+9.97%+7.97%
Expense ratio0.56%1.17%
Risk 5 year sharpe ratio1.421.13
Net assets$26.3B$2.9B
Average market cap$90.4B$56.7B
Average P/E23.719.6
Portfolio turnover36%36%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock69.36%
Fixed income22.67%
International stock5.05%
Cash2.86%
Other0.06%
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 Apple3.71%
GOOG Google3.45%
MSFT Microsoft2.41%
FB Facebook2.23%
V Visa1.63%
AMGN Amgen1.60%
BAC Bank of America1.50%
AMZN Amazon1.44%
-- 1.44%
WFC Wells Fargo1.36%