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 Dow Down 0.52% Nasdaq Up 0.11%

Fidelity Puritan (FPURX)

22.42 Down 0.03(0.13%) Jul 29
Prev Close:22.42
YTD Return*:6.41%
Net Assets*:24.14B
Yield*:1.46%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
AAPL2.7817.82
BAC1.500.32
US Treasury Note 0.375%1.4317.56
Fannie Mae 3.5% 30 Year1.4013.42
WFC1.3724.54

Fund Basics

Morningstar Overall Rating:
Total Assets:24.14B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.57%

Performance & Risk

YTD Return:6.41%
5y Avg Return:14.49%
Rank in Category (ytd):20
% Rank in Category (ytd):2.29%
Beta (3y):1.04
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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