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Fidelity® Puritan® Fund (FPURX)

21.10
Net Asset Value
-0.14%
1 Day
+3.79%
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+0.09% 3 years+8.09%
3 months+3.56% 5 years+11.41%
1 year+10.13% Since inception+10.95%
Data through --

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

 FPURXCategory
Performance 5-yr return+11.41%+6.14%
Expense ratio0.56%1.19%
Risk 5 year sharpe ratio1.190.96
Net assets$25.8B$2.7B
Average market cap$64.3B$49.0B
Average P/E23.519.6
Portfolio turnover106%106%

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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. stock68.13%
Fixed income24.71%
International stock4.48%
Cash2.47%
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
GOOG Google3.24%
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%