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+1.04% 3 years+19.88%
3 months+3.71% 5 years+17.43%
1 year+19.79% Since inception+11.81%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+17.43%+17.64%
Expense ratio0.78%1.24%
Risk 5 year sharpe ratio1.231.08
Net assets$1.5B$2.6B
Average market cap$44.5B$73.0B
Average P/E22.323.1
Portfolio turnover152%152%

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Fund Management and Purchase Info

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


U.S. stock91.09%
International stock8.37%
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
AAPL Apple Inc6.64%
GOOG Google Inc Class C2.67%
GOOGL Google Inc Class A2.66%
VZ Verizon Communications Inc2.42%
FB Facebook Inc Class A2.30%
CMCSA Comcast Corp Class A2.30%
HD Home Depot Inc2.29%
KO Coca-Cola Co1.96%
ABBV AbbVie Inc1.88%
ACT Actavis PLC1.81%

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