Fidelity® Puritan® Fund (FPURX)

23.58
Net Asset Value
-0.63%
1 Day
+0.68%
Year-to-Date
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
0.55%
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+0.29% 3 years+7.76%
3 months-2.02% 5 years+10.37%
1 year+14.98% Since inception+10.96%
Data through --

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

 FPURXCategory
Performance 5-yr return+10.37%+6.55%
Expense ratio0.55%1.15%
Risk 5 year sharpe ratio1.280.93
Net assets$27.2B$3.1B
Average market cap$81.5B$67.5B
Average P/E24.720.1
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock62.33%
Fixed income29.89%
International stock5.27%
Cash2.35%
Other0.15%
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 Google3.26%
-- 3.16%
AAPL Apple2.72%
MSFT Microsoft2.62%
FB Facebook1.79%
JPM JPMorgan Chase1.61%
AMZN Amazon1.57%
AMGN Amgen1.52%
BAC Bank of America1.42%
V Visa1.33%