Fidelity® Puritan® Fund (FPURX)

23.95
Net Asset Value
+1.10%
1 Day
+2.26%
Year-to-Date
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
0.55%
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-2.40% 3 years+8.07%
3 months+4.03% 5 years+10.77%
1 year+15.27% Since inception+11.06%
Data through --

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

 FPURXCategory
Performance 5-yr return+10.77%+8.03%
Expense ratio0.55%1.16%
Risk 5 year sharpe ratio1.541.17
Net assets$28.7B$3.2B
Average market cap$81.0B$67.3B
Average P/E25.021.7
Portfolio turnover45%45%

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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. stock59.82%
Fixed income29.92%
International stock5.93%
Cash4.17%
Other0.15%
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
-- 3.23%
GOOG Google3.11%
AAPL Apple2.60%
MSFT Microsoft2.41%
FB Facebook1.78%
JPM JPMorgan Chase1.50%
AMGN Amgen1.45%
V Visa1.34%
BAC Bank of America1.32%
-- 1.24%