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Fidelity® Puritan® Fund (FPURX)

21.64
Net Asset Value
+0.14%
1 Day
+5.15%
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+3.34% 3 years+6.94%
3 months+6.40% 5 years+9.67%
1 year+16.88% Since inception+10.92%
Data through --

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

 FPURXCategory
Performance 5-yr return+9.67%+8.04%
Expense ratio0.56%1.18%
Risk 5 year sharpe ratio1.281.05
Net assets$25.4B$2.7B
Average market cap$77.6B$53.5B
Average P/E22.120.0
Portfolio turnover36%36%

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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. stock67.84%
Fixed income25.26%
International stock5.67%
Cash1.10%
Other0.13%
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 Apple3.09%
GOOG Google3.06%
MSFT Microsoft2.20%
FB Facebook1.62%
AMZN Amazon1.61%
WFC Wells Fargo1.48%
BAC Bank of America1.47%
AMGN Amgen1.38%
V Visa1.29%
-- 1.21%