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Fidelity® Puritan® Fund (FPURX)

20.95
Net Asset Value
+0.19%
1 Day
+1.80%
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+1.16% 3 years+6.18%
3 months+2.51% 5 years+9.82%
1 year+14.28% Since inception+10.90%
Data through --

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

 FPURXCategory
Performance 5-yr return+9.82%+8.04%
Expense ratio0.56%1.19%
Risk 5 year sharpe ratio1.311.11
Net assets$25.0B$2.7B
Average market cap$77.0B$53.4B
Average P/E21.920.4
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock67.09%
Fixed income25.37%
International stock5.54%
Cash1.88%
Other0.13%
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 Google3.01%
AAPL Apple2.94%
MSFT Microsoft2.13%
FB Facebook1.67%
AMZN Amazon1.61%
V Visa1.54%
WFC Wells Fargo1.42%
BAC Bank of America1.40%
AMGN Amgen1.36%
-- 1.17%