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Fidelity® Puritan® Fund (FPURX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
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).


1 month+1.39% 3 years+7.74%
3 months+5.13% 5 years+11.15%
1 year+17.77% Since inception+11.00%
Data through --

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

Performance 5-yr return+11.15%+7.51%
Expense ratio0.55%1.17%
Risk 5 year sharpe ratio1.501.17
Net assets$27.1B$3.1B
Average market cap$81.9B$60.3B
Average P/E24.120.9
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


U.S. stock62.51%
Fixed income29.22%
International stock5.52%
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
-- 8.39%
GOOG Google3.23%
AAPL Apple3.01%
MSFT Microsoft2.24%
FB Facebook1.79%
AMGN Amgen1.61%
V Visa1.57%
-- 1.47%
-- 1.30%
AMZN Amazon1.27%