Fidelity® Puritan® (FPURX)

22.11
Net Asset Value
-1.43%
1 Day
+4.15%
Year-to-Date
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
0.58%
Expense Ratio
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, 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.

Performance

1 month+0.11% 3 years+11.99%
3 months+4.57% 5 years+13.28%
1 year+15.88% Since inception+11.15%
Data through --

Peer Comparisonvs. Moderate allocation

 FPURXCategory
Performance 5-yr return+13.28%+12.57%
Expense ratio0.58%1.29%
Risk 5 year sharpe ratio1.471.31
Net assets$24.1B$2.6B
Average market cap$55.2B$48.2B
Average P/E19.417.9
Portfolio turnover229%229%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock68.13%
Fixed income22.48%
International stock6.02%
Cash2.90%
Other0.47%
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 Apple Inc2.78%
BAC Bank of America Corporation1.50%
-- US Treasury Note 0.375%1.43%
-- Fannie Mae 3.5% 30 Year1.40%
WFC Wells Fargo & Co1.37%
-- US Treasury Note 0.25%1.34%
MSFT Microsoft Corp1.34%
FB Facebook Inc Class A1.25%
JNJ Johnson & Johnson1.23%
GOOG Google Inc Class C1.21%

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