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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 (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+1.42% 3 years+11.69%
3 months+7.77% 5 years+10.28%
1 year+3.14% Since inception+11.02%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+10.28%+7.33%
Expense ratio0.56%1.25%
Risk 5 year sharpe ratio1.180.94
Net assets$25.4B$2.7B
Average market cap$55.1B$45.3B
Average P/E19.418.0
Portfolio turnover106%106%

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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. stock63.32%
Fixed income24.56%
International stock5.74%
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 Apple2.66%
-- 2.19%
AGN Allergan1.77%
V Visa1.42%
JPM JPMorgan Chase1.36%
FB Facebook1.33%
MDT Medtronic PLC1.29%
GE General Electric1.28%
HD Home Depot1.24%
WFC Wells Fargo1.21%