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Fidelity Puritan Trust Balanced Fund: (MF: FBALX)

(NASDAQ Mutual Funds) As of May 17, 2019 08:15 PM ET

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$23.16 USD

0.00 (NA)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Apr 30, 2019

Total Return %* Percentile Rank Objective
YTD 14.30 3
3 months 7.24 8
6 months 8.46 10
1 Year 9.27 18
3 Year 10.52 6
5 Year 8.25 4
10 Year 11.45 3

* Annual for three years and beyond.

Zacks Premium Research for FBALX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 11.54
% Yield 1.49
% SEC Yield
Net Assets (Mil $) 4/30/2019 25,004.46
%Turnover 4/30/2019 66.00

Risk

3 Year 5 Year 10 Year
Beta 0.72 0.72 0.69
Alpha -0.50 -0.33 0.70
R Squared 0.96 0.96 0.96
Std. Dev. 8.06 8.29 8.79
Sharpe 1.17 0.93 3.00

Sector / Country Weightings

As of 4/30/2019 % of Portfolio
Other 27.73
Finance 24.00
Technology 16.40
Industrial Cyclical 6.91
Non-Durable 6.62
Health 5.69
Retail Trade 5.26
Energy 3.21
Utilities 2.42
Services 1.14
Consumer Durables 0.62

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2018)
% of Portfolio Value (Mil$)
NA 11.71 3,751.51
NA 9.94 3,183.64
FID MORT BACKED SEC CTRL 7.80 2,497.90
MICROSOFT CORP 2.86 916.36
NA 2.69 860.45
APPLE INC 2.47 792.49
FIDELITY HIGH INCOME 2.17 696.15
AMAZON COM 2.01 643.62
ALPHABET INC 1.61 514.98

Stock Holding % of Net Assets

As Of 11/30/2018
Total Issues 302
Avg. P/E 26.77
Avg. P/Book 3.96
Avg. EPS Growth 13.04
Avg. Market Value (Mil $) 202,061

Allocation

% of Portfolio
Large Growth 33.15
Large Value 18.21
Small Growth 0.00
Small Value 6.72
Foreign Stock 5.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 10.06
Foreign Bond 15.71
High Yield Bond 9.79