Fidelity Puritan
(FPURX)
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 21.10 |
| Category | Moderate Allocation |
| Net Assets | 16.01 Bil |
| Yield | 1.69% |
| Morningstar Risk | Average |
| Morningstar Return | Above Average |
- Last NAV update 5/24/2013 4:00 PM ET
| NA |
|---|
| The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund also invests in domestic and foreign issuers and invests in Fidelity's central funds. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 26.69% | 14.04% | 0.67% | 13.79% | 9.12% |
| Value ($) | 12,669.00 | 14,447.73 | 14,544.53 | 16,550.22 | 18,059.60 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Ramin Arani |
| Tenure (Years) | 6 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.57% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 2.88% |
| 3 Months | 5.22% |
| 1 Year | 17.51% |
| 3 Years* | 12.73% |
| 5 Years* | 5.95% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| FPURX | Moderate Allocation | |
|---|---|---|
| 5-Yr Return | 5.95% | 4.43% |
| Sharpe Ratio | 0.90 | 0.83 |
| Net Assets | 16.01 Bil | 640.87 Mil |
| Avg Market Cap | 37.36 Bil | 32.18 Bil |
| Avg P/E | 17.84 | 14.03 |
| Portfolio Turnover | 141 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 68.69% |
| Cash | 4.19% |
| Fixed Income | 26.82% |
| Other | 0.30% |
| NAME | % NET ASSETS |
|---|---|
| Apple Inc | 2.04% |
| Fannie Mae 4.5% 30 Year | 1.79% |
| General Electric Co | 1.58% |
| Comcast Corp | 1.49% |
| Google, Inc. Class A | 1.46% |
| US Treasury Note 1.25% | 1.33% |
| Citigroup Inc | 1.26% |
| Wells Fargo & Co | 1.12% |
| Fannie Mae 4% 30 Year | 1.12% |
| Fannie Mae 5.5% 30 Year | 1.11% |
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