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Fidelity® Puritan®FPURX

Performance (before sales charge)

As of 08/31/2022

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 05/31/2022
Stock
60.59%
Non-U.S. Stock
3.87%
Bond
29.02%
Non-U.S. Bond
3.45%
Preferred
0.04%
Convertible
0.56%
Cash
1.73%
Other
0.75%

Due to rounding, percentages may not equal 100%.

Sectors

As of 05/31/2022

Basic materials

3.27%

Consumer cyclical

5.23%

Financial services

7.32%

Real estate

0.68%

Consumer defensive

4.61%

Health care

10.98%

Utilities

1.86%

Communication services

5.57%

Energy

8.75%

Industrials

4.52%

Technology

11.57%

Top 10 holdings

As of 05/31/2022

Microsoft Corp
4.01%
Alphabet Inc Class C
3.64%
Fidelity Revere Str Tr
3.37%
Apple Inc
3.21%
UnitedHealth Group Inc
2.86%
Cash Offsets For Shorts & Derivatives
1.70%
Mastercard Inc Class A
1.69%
United States Treasury Notes 1.25%
1.63%
Exxon Mobil Corp
1.45%
Coca-Cola Co
1.45%
Fund assets

$27.68 Billion

Share class

No Load

Morningstar category

Allocation--50% to 70% Equity

Expense ratio

0.51%

Investment objective

Growth and Income

Documents
    Compare against similar funds*

    * “Similar funds” are top 10 performing funds in the same Morningstar category and share class , defaulted to 5 Year at NAV.