Fidelity® Puritan® (FPURX)

Net Asset Value
1 Day
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+0.31% 3 years+12.60%
3 months+4.23% 5 years+11.04%
1 year+12.89% Since inception+11.13%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+11.04%+8.97%
Expense ratio0.56%1.26%
Risk 5 year sharpe ratio1.221.00
Net assets$26.0B$2.9B
Average market cap$57.9B$47.7B
Average P/E21.118.2
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


U.S. stock65.25%
Fixed income23.30%
International stock6.28%
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 Apple3.43%
-- 2.12%
ACT Actavis1.43%
BAC Bank of America1.34%
-- 1.29%
-- 1.27%
CMCSK Comcast1.26%
FB Facebook1.25%
AMGN Amgen1.24%
MDT Medtronic PLC1.22%

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