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-4.34% 3 years+13.37%
3 months-1.63% 5 years+10.85%
1 year+8.74% Since inception+11.12%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+10.85%+9.75%
Expense ratio0.58%1.30%
Risk 5 year sharpe ratio1.261.06
Net assets$24.2B$2.6B
Average market cap$56.9B$46.7B
Average P/E19.718.1
Portfolio turnover229%229%

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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$500.00


U.S. stock68.23%
Fixed income21.47%
International stock4.33%
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 Apple Inc2.82%
-- Fannie Mae 3.5% 30 Year1.59%
BAC Bank of America Corporation1.53%
MSFT Microsoft Corp1.34%
WFC Wells Fargo & Co1.33%
JNJ Johnson & Johnson1.29%
APC Anadarko Petroleum Corp1.25%
JPM JPMorgan Chase & Co1.24%
CMCSK Comcast Corp Class A1.20%
GOOG Google Inc Class C1.19%

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