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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+1.79% 3 years+9.47%
3 months-3.30% 5 years+10.05%
1 year+3.55% Since inception+11.00%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+10.05%+7.33%
Expense ratio0.56%1.25%
Risk 5 year sharpe ratio1.320.91
Net assets$24.7B$2.7B
Average market cap$60.6B$46.1B
Average P/E21.418.3
Portfolio turnover160%160%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock61.10%
Fixed income29.60%
International stock7.61%
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
-- 7.69%
AAPL Apple2.81%
GOOG Google1.80%
AGN Allergan1.73%
V Visa1.31%
JPM JPMorgan Chase1.30%
MDT Medtronic PLC1.28%
AMGN Amgen1.23%
FB Facebook1.19%
WFC Wells Fargo1.16%

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