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Fidelity® Puritan® Fund (FPURX)

20.92
Net Asset Value
+0.24%
1 Day
+2.90%
Year-to-Date
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
0.56%
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).

Performance

1 month+3.13% 3 years+8.16%
3 months+3.34% 5 years+8.60%
1 year+1.25% Since inception+10.92%
Data through --

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

 FPURXCategory
Performance 5-yr return+8.60%+6.14%
Expense ratio0.56%1.20%
Risk 5 year sharpe ratio0.960.75
Net assets$25.3B$2.6B
Average market cap$62.3B$46.9B
Average P/E22.618.6
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

Holdings

U.S. stock67.83%
Fixed income24.11%
International stock4.75%
Cash3.10%
Other0.19%
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 Google3.12%
AAPL Apple1.93%
FB Facebook1.76%
V Visa1.54%
MSFT Microsoft1.54%
AMZN Amazon1.52%
MDT Medtronic PLC1.48%
GE General Electric1.46%
AMGN Amgen1.36%
HD Home Depot1.17%

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