Review of my retirement portfolio FPURX
Fidelity Puritan (FPURX)This is a good investment. Since my investment I earned about 9% annually. Very low risk, and good performance. Morning Star rating stayed the same - 4 stars. Expense ratio came down a little bit to .62%. Annual Turnover rate has also come down from 86 to 78%. Manager Tenure is 4 yrs (average). I chose this fund to get some bonds in my portfolio. I don't have any issues with this fund as of now.
3 year Risk Statistics
Alpha (against Standard Index) 0.63
Beta (against Standard Index) 0.84
Mean Annual Return 10.74
R-squared (against Standard Index) 80
Standard Deviation 5.66
Sharpe Ratio 1.31
Treynor Ratio -0.88
Asset Allocation %
Cash 3.15
U.S. Stocks 57.66
Foreign Stocks 3.93
Bonds 33.17
Other 2.1
Source: Yahoo Finance, Morning Star, Fund Alarm
Labels: FPURX
posted by Valli @ 10:20 AM
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