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-0.63% 3 years+14.10%
3 months+0.36% 5 years+12.61%
1 year+11.01% Since inception+11.11%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+12.61%+8.97%
Expense ratio0.56%1.26%
Risk 5 year sharpe ratio1.160.99
Net assets$25.8B$2.8B
Average market cap$54.6B$48.1B
Average P/E20.618.7
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. stock63.33%
Fixed income23.23%
International stock7.05%
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 Apple3.23%
ACT Actavis1.82%
-- 1.30%
FB Facebook1.30%
-- 1.25%
AMGN Amgen1.25%
MDT Medtronic PLC1.23%
CMCSK Comcast1.20%
JPM JPMorgan Chase1.15%
V Visa1.14%

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