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Fidelity® Puritan® (FPURX)

18.77
Net Asset Value
+1.08%
1 Day
-7.67%
Year-to-Date
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
0.56%
Expense Ratio
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-4.19% 3 years+6.38%
3 months-7.56% 5 years+6.58%
1 year-7.63% Since inception+10.91%
Data through --

Peer Comparisonvs. Moderate allocation

 FPURXCategory
Performance 5-yr return+6.58%+6.51%
Expense ratio0.56%1.23%
Risk 5 year sharpe ratio0.920.68
Net assets$24.3B$2.7B
Average market cap$63.3B$45.8B
Average P/E21.118.1
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. stock66.12%
Fixed income23.02%
International stock5.47%
Cash5.24%
Other0.16%
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 Google2.62%
AAPL Apple2.29%
GE General Electric1.52%
V Visa1.52%
AGN Allergan1.51%
FB Facebook1.49%
MDT Medtronic PLC1.42%
JPM JPMorgan Chase1.37%
AMGN Amgen1.28%
WFC Wells Fargo1.23%

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