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+0.53% 3 years+17.26%
3 months+6.29% 5 years+15.84%
1 year+17.15% Since inception+11.82%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.84%+13.86%
Expense ratio0.75%1.22%
Risk 5 year sharpe ratio1.110.97
Net assets$1.5B$2.8B
Average market cap$52.2B$73.6B
Average P/E23.921.3
Portfolio turnover159%159%

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Fund Management and Purchase Info

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


U.S. stock91.45%
International stock7.64%
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 Apple6.92%
V Visa3.17%
AMZN Amazon2.74%
FB Facebook2.63%
HD Home Depot2.30%
GOOG Google1.98%
GOOGL Google1.98%
BABA Alibaba Group Holding Ltd1.90%
ACT Actavis1.89%
CELG Celgene1.85%

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