Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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+1.55% 3 years+12.95%
3 months+1.55% 5 years+12.05%
1 year+9.64% Since inception+11.08%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+12.05%+10.38%
Expense ratio0.56%1.24%
Risk 5 year sharpe ratio1.451.21
Net assets$25.7B$2.9B
Average market cap$58.2B$48.7B
Average P/E21.018.8
Portfolio turnover160%160%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock65.81%
Fixed income23.34%
International stock7.47%
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 Apple3.11%
AGN Allergan1.85%
-- 1.60%
AMGN Amgen1.33%
MDT Medtronic PLC1.33%
V Visa1.27%
GOOG Google1.26%
FB Facebook1.23%
JPM JPMorgan Chase1.23%
BAC Bank of America1.20%