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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-3.51% 3 years+10.77%
3 months-4.12% 5 years+11.66%
1 year+2.16% Since inception+11.09%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+11.66%+10.38%
Expense ratio0.56%1.24%
Risk 5 year sharpe ratio1.401.14
Net assets$26.0B$2.9B
Average market cap$57.7B$46.2B
Average P/E20.818.7
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. stock61.11%
Fixed income29.95%
International stock7.26%
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
-- 7.70%
AAPL Apple2.85%
AGN Allergan1.74%
JPM JPMorgan Chase1.30%
FB Facebook1.27%
AMGN Amgen1.24%
-- 1.23%
MDT Medtronic PLC1.22%
V Visa1.18%
GOOG Google1.17%

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