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+5.90% 3 years+13.40%
3 months+1.19% 5 years+15.59%
1 year+22.52% Since inception+11.83%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.59%+13.81%
Expense ratio0.67%1.10%
Risk 5 year sharpe ratio1.301.16
Net assets$1.8B$3.5B
Average market cap$95.6B$149.9B
Average P/E30.026.0
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. stock93.17%
International stock4.62%
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
MSFT Microsoft6.23%
AMZN Amazon6.12%
GOOGL Google6.09%
AAPL Apple4.85%
FB Facebook2.62%
CRM Salesforce.com2.08%
BDX Becton Dickinson and Co1.99%
RTN Raytheon1.98%
NOC Northrop Grumman1.96%
V Visa1.95%