Fidelity® Trend Fund (FTRNX)

88.32
Net Asset Value
-0.32%
1 Day
+3.12%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.78%
Expense Ratio
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+4.32% 3 years+18.61%
3 months+4.22% 5 years+17.93%
1 year+13.86% Since inception+11.74%
Data through --

Peer Comparisonvs. Large growth

 FTRNXCategory
Performance 5-yr return+17.93%+14.09%
Expense ratio0.78%1.22%
Risk 5 year sharpe ratio1.171.03
Net assets$1.4B$2.7B
Average market cap$44.4B$70.2B
Average P/E24.120.9
Portfolio turnover152%152%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureDaniel Kelley / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock91.26%
International stock8.08%
Other0.65%
Fixed income0.00%
Cash0.00%
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 Apple6.18%
V Visa3.28%
FB Facebook2.52%
HD Home Depot2.33%
GOOG Google1.85%
GOOGL Google1.83%
BABA Alibaba Group Holding Ltd1.72%
AAL American Airlines1.61%
GILD Gilead Sciences1.54%
ACT Actavis1.52%

To view my watchlist

Not a member yet?

Sign up now for a free account