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    Fidelity Puritan (FPURX)

    20.73 Up 0.01(0.05%) Nov 27

    Profile as of Oct 30, 2015Get Profile for:
    Fidelity Puritan
    Fidelity Puritan Trust82 Devonshire StreetBoston, MA 02109
    Phone: 800-544-8544
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:Fidelity Investments
    Net Assets:25.40B
    Year-to-Date Return:2.14%
    Morningstar Rating:5 stars
    Fund Inception Date:1947-04-16
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Ramin Arani
    Lead Manager since Feb 1, 2007
    Arani is a portfolio manager with Fidelity Investments, his employer since 1992. He joined the firm as a research associate covering defense electronics and became an analyst covering real estate investment trusts in 1996. He became a portfolio manager in 1997.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    FPURX can be purchased from 104 brokerages.

    Fund Summary 
    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).

    Fund Operations 
    Last Dividend (Oct 8, 2015) : 0.10
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Nov 24, 2015) : 106.00%
    Average for Category:34.80%
    Fees & Expenses 
    ExpenseFPURXCategory Avg
    Annual Report Expense Ratio (net):0.55%0.89%
    Prospectus Net Expense Ratio:0.56%N/A
    Prospectus Gross Expense Ratio:0.56%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.22%
    Max Deferred Sales Load: N/A2.27%
    3 Yr Expense Projection*:179562
    5 Yr Expense Projection*:313875
    10 Yr Expense Projection*:7011,739
    * Per $10,000 invested