Fidelity® Puritan® Fund (FPURX)
| 26.71 Net Asset Value | -0.15% 1 Day | +2.65% Year-to-Date | Overall Morningstar Rating |
| Allocation--50% to 70% equity Style or Category | No Load Sales Expenses | 0.52% Expense Ratio | 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.
Performance
| 1 month | +3.41% | 3 years | +11.22% | |
| 3 months | +8.87% | 5 years | +13.49% | |
| 1 year | +20.28% | Since inception | +11.04% |
Data through --
Peer Comparisonvs. Allocation--50% to 70% equity
| FPURX | Category | |
|---|---|---|
| Performance 5-yr return | +13.49% | +8.99% |
| Expense ratio | 0.52% | 1.07% |
| Risk 5 year sharpe ratio | 0.99 | 0.77 |
| Net assets | $31.1B | $4.0B |
| Average market cap | $159.3B | $99.0B |
| Average P/E | 30.3 | 25.5 |
| Portfolio turnover | 55% | 55% |
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Fund Management and Purchase Info
| Fund family | Fidelity Investments |
| Fund manager & tenure | Daniel Kelley / 2 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
Holdings
| U.S. stock | 61.14% |
| Fixed income | 28.72% |
| International stock | 7.74% |
| Cash | 1.86% |
| Other | 0.54% |
Top 5 SectorsPortfolio weighting
| Industrial materials | 15.50% |
| Financial service | 13.26% |
| Energy | 13.17% |
| Consumer goods | 13.12% |
| Healthcare | 10.99% |
Top 10 HoldingsPortfolio weighting
| MSFT Microsoft | 4.65% |
| AMZN Amazon | 4.29% |
| AAPL Apple | 3.98% |
| GOOG Google | 2.44% |
| FB Facebook | 2.42% |
| -- | 1.80% |
| NVDA NVIDIA Corp | 1.76% |
| CRM Salesforce.com | 1.43% |
| MA MasterCard | 1.35% |
| -- | 1.23% |
