Fidelity® Puritan® (FPURX)

22.24
Net Asset Value
+0.50%
1 Day
+3.49%
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, 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.

Performance

1 month+3.97% 3 years+13.08%
3 months+3.58% 5 years+12.24%
1 year+11.21% Since inception+11.10%
Data through --

Peer Comparisonvs. Moderate allocation

 FPURXCategory
Performance 5-yr return+12.24%+9.43%
Expense ratio0.56%1.29%
Risk 5 year sharpe ratio1.271.07
Net assets$24.9B$2.9B
Average market cap$59.4B$46.4B
Average P/E20.817.4
Portfolio turnover160%160%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock64.69%
Fixed income24.31%
Cash5.49%
International stock5.00%
Other0.51%
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 Apple3.02%
-- 2.31%
BAC Bank of America1.52%
MSFT Microsoft1.33%
-- 1.30%
ACT Actavis1.26%
AMGN Amgen1.25%
CMCSK Comcast1.23%
FB Facebook1.23%
JPM JPMorgan Chase1.18%

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