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Fidelity® Puritan® Fund (FPURX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
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).


1 month+1.68% 3 years+7.50%
3 months+3.18% 5 years+9.97%
1 year+13.02% Since inception+10.97%
Data through --

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

Performance 5-yr return+9.97%+7.97%
Expense ratio0.56%1.17%
Risk 5 year sharpe ratio1.421.13
Net assets$26.3B$2.9B
Average market cap$90.4B$56.7B
Average P/E23.719.6
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureHarley Lank / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock69.36%
Fixed income22.67%
International stock5.05%
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 Apple3.71%
GOOG Google3.45%
MSFT Microsoft2.41%
FB Facebook2.23%
V Visa1.63%
AMGN Amgen1.60%
BAC Bank of America1.50%
AMZN Amazon1.44%
-- 1.44%
WFC Wells Fargo1.36%