Fidelity® Puritan® (FPURX)

Net Asset Value
1 Day
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-1.15% 3 years+13.26%
3 months+2.39% 5 years+12.10%
1 year+12.29% Since inception+11.13%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+12.10%+9.43%
Expense ratio0.56%1.29%
Risk 5 year sharpe ratio1.251.04
Net assets$25.0B$2.9B
Average market cap$59.7B$47.8B
Average P/E20.817.8
Portfolio turnover160%160%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock65.76%
Fixed income21.08%
International stock5.32%
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 Inc3.31%
-- US Treasury Note 0.875%2.25%
BAC Bank of America Corporation1.47%
MSFT Microsoft Corp1.39%
ACT Actavis PLC1.34%
-- Fannie Mae 3.5% 30 Year1.34%
AMGN Amgen Inc1.32%
CMCSK Comcast Corp Class A1.23%
JNJ Johnson & Johnson1.16%
JPM JPMorgan Chase & Co1.16%

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