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
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.


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

Performance 5-yr return+13.49%+8.99%
Expense ratio0.52%1.07%
Risk 5 year sharpe ratio0.990.77
Net assets$31.1B$4.0B
Average market cap$159.3B$99.0B
Average P/E30.325.5
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureDaniel Kelley / 2 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock61.14%
Fixed income28.72%
International stock7.74%
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
MSFT Microsoft4.65%
AMZN Amazon4.29%
AAPL Apple3.98%
GOOG Google2.44%
FB Facebook2.42%
-- 1.80%
CRM Salesforce.com1.43%
MA MasterCard1.35%
-- 1.23%