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Fidelity® Puritan® Fund (FPURX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
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).


1 month-0.22% 3 years+6.81%
3 months+0.88% 5 years+10.22%
1 year+4.33% Since inception+10.93%
Data through --

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

Performance 5-yr return+10.22%+9.22%
Expense ratio0.56%1.19%
Risk 5 year sharpe ratio1.381.18
Net assets$25.7B$2.7B
Average market cap$65.8B$52.0B
Average P/E23.119.3
Portfolio turnover106%106%

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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


U.S. stock67.76%
Fixed income24.50%
International stock4.80%
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
GOOG Google3.25%
AAPL Apple2.28%
MSFT Microsoft1.88%
FB Facebook1.86%
AMZN Amazon1.61%
MDT Medtronic PLC1.59%
V Visa1.57%
AMGN Amgen1.46%
AGN Allergan1.14%
JNJ Johnson & Johnson1.14%