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Fidelity® Puritan® Fund (FPURX)

21.12
Net Asset Value
-0.05%
1 Day
+3.89%
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+0.71% 3 years+9.21%
3 months+3.66% 5 years+10.47%
1 year+7.00% Since inception+10.95%
Data through --

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

 FPURXCategory
Performance 5-yr return+10.47%+6.14%
Expense ratio0.56%1.19%
Risk 5 year sharpe ratio1.030.83
Net assets$25.8B$2.6B
Average market cap$61.1B$49.2B
Average P/E22.419.1
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. stock66.66%
Fixed income25.04%
International stock4.52%
Cash3.58%
Other0.20%
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
-- 3.24%
AAPL Apple2.23%
MSFT Microsoft1.85%
FB Facebook1.82%
MDT Medtronic PLC1.60%
AMZN Amazon1.58%
V Visa1.51%
AMGN Amgen1.47%
AGN Allergan1.23%
HD Home Depot1.22%