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Fidelity® Trend Fund (FTRNX)

99.68
Net Asset Value
-6.28%
1 Day
+18.62%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.74%
Expense Ratio
Above Average
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.

Performance

1 month+1.44% 3 years+13.03%
3 months+5.95% 5 years+16.83%
1 year+27.54% Since inception+11.84%
Data through --

Peer Comparisonvs. Large growth

 FTRNXCategory
Performance 5-yr return+16.83%+13.70%
Expense ratio0.74%1.12%
Risk 5 year sharpe ratio1.501.35
Net assets$1.8B$3.5B
Average market cap$94.5B$125.0B
Average P/E28.327.2
Portfolio turnover129%129%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureDaniel Kelley / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock91.99%
International stock6.83%
Other1.03%
Cash0.15%
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 Apple8.38%
GOOGL Google7.26%
AMZN Amazon4.81%
FB Facebook3.91%
MSFT Microsoft2.65%
BAC Bank of America2.59%
PYPL PayPal Holdings Inc2.00%
V Visa1.96%
DWDP DowDuPont Inc1.95%
BSX Boston Scientific Corp1.70%