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Fidelity® Puritan® Fund (FPURX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
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).


1 month-0.78% 3 years+6.67%
3 months+3.96% 5 years+9.10%
1 year+11.97% Since inception+10.95%
Data through --

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

Performance 5-yr return+9.10%+8.04%
Expense ratio0.56%1.18%
Risk 5 year sharpe ratio1.261.03
Net assets$26.0B$2.8B
Average market cap$80.5B$55.0B
Average P/E22.720.6
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock67.25%
Fixed income24.58%
International stock5.41%
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 Apple3.16%
GOOG Google3.08%
MSFT Microsoft2.23%
FB Facebook1.79%
AMZN Amazon1.72%
WFC Wells Fargo1.48%
BAC Bank of America1.47%
AMGN Amgen1.44%
V Visa1.33%
JPM JPMorgan Chase1.30%