Fidelity® Trend Fund (FTRNX)

90.59
Net Asset Value
+0.41%
1 Day
+4.58%
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+0.87% 3 years+14.69%
3 months+5.68% 5 years+19.69%
1 year+23.28% Since inception+11.80%
Data through --

Peer Comparisonvs. Large growth

 FTRNXCategory
Performance 5-yr return+19.69%+17.64%
Expense ratio0.78%1.24%
Risk 5 year sharpe ratio1.321.16
Net assets$1.4B$2.6B
Average market cap$48.9B$71.2B
Average P/E22.023.4
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 / 2 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock93.46%
International stock6.54%
Fixed income0.00%
Cash0.00%
Other0.00%
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 Inc5.34%
MSFT Microsoft Corp2.99%
GOOGL Google Inc Class A2.76%
GOOG Google Inc Class C2.75%
HD Home Depot Inc2.37%
CMCSA Comcast Corp Class A2.35%
KO Coca-Cola Co2.32%
FB Facebook Inc Class A2.29%
VZ Verizon Communications Inc2.17%
LO Lorillard Inc2.05%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.