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Fidelity Puritan K (FPUKX)

20.61 Up 0.16(0.78%) Oct 20
Prev Close:20.45
YTD Return*:7.58%
Net Assets*:24.24B
Yield*:1.53%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
AAPL2.8225.47
Fannie Mae 3.5% 30 Year1.598.48
BAC1.5324.94
MSFT1.3415.11
WFC1.3316.13

Fund Basics

Morningstar Overall Rating:
Total Assets:24.24B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.46%

Performance & Risk

YTD Return:7.58%
5y Avg Return:12.23%
Rank in Category (ytd):1
% Rank in Category (ytd):0.11%
Beta (3y):1.01
Morningstar Risk Rating:3

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, 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. View More
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