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Fidelity® Puritan® Fund (FPURX)

22.68
Net Asset Value
+0.09%
1 Day
+10.20%
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+1.79% 3 years+7.27%
3 months+5.37% 5 years+10.58%
1 year+12.63% Since inception+10.95%
Data through --

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

 FPURXCategory
Performance 5-yr return+10.58%+7.97%
Expense ratio0.56%1.17%
Risk 5 year sharpe ratio1.431.20
Net assets$25.8B$2.8B
Average market cap$85.1B$58.0B
Average P/E23.120.6
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

Holdings

U.S. stock70.59%
Fixed income22.98%
International stock4.90%
Cash1.46%
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 Apple3.93%
GOOG Google3.69%
MSFT Microsoft2.38%
FB Facebook2.06%
AMZN Amazon1.70%
V Visa1.61%
-- 1.48%
BAC Bank of America1.44%
AMGN Amgen1.41%
WFC Wells Fargo1.32%