Fidelity® Trend Fund (FTRNX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital. The fund invests primarily in common stocks. It invests in companies that the adviser believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position- as well as market and economic conditions to select investments.


1 month+1.75% 3 years+12.81%
3 months+6.75% 5 years+16.74%
1 year+27.47% Since inception+11.91%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+16.74%+15.29%
Expense ratio0.67%1.11%
Risk 5 year sharpe ratio1.451.29
Net assets$1.9B$3.7B
Average market cap$104.5B$151.4B
Average P/E29.528.2
Portfolio turnover128%128%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureDaniel Kelley / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock94.81%
International stock3.96%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 14.67%
Industrial materials 14.24%
Energy 11.17%
Hardware 10.92%
Consumer service 10.09%
Top 10 Holdings
Portfolio weighting
GOOGL Google7.22%
AMZN Amazon5.59%
MSFT Microsoft5.31%
AAPL Apple4.90%
FB Facebook3.19%
BAC Bank of America2.48%
BDX Becton Dickinson and Co2.00%
V Visa1.87%
DWDP DowDuPont Inc1.85%
RTN Raytheon1.72%