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Fidelity Trend (FTRNX)

175.37 -0.41 (-0.23%)
At close: May 17 at 8:01 PM EDT
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DELL
  • Previous Close 175.78
  • YTD Return 11.42%
  • Expense Ratio 0.49%
  • Category Large Growth
  • Last Cap Gain 49.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.19B
  • Beta (5Y Monthly) 1.28
  • Yield 0.04%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.07
  • Inception Date Jun 16, 1958

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 adviser 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. The fund is non-diversified.

Fidelity Investments

Fund Family

Large Growth

Fund Category

3.19B

Net Assets

1958-06-16

Inception Date

Performance Overview: FTRNX

Trailing returns as of 5/17/2024. Category is Large Growth.

YTD Return

FTRNX
11.42%
Category
12.38%
 

1-Year Return

FTRNX
36.77%
Category
41.70%
 

3-Year Return

FTRNX
7.73%
Category
22.56%
 

5-Year Return

FTRNX
16.88%
Category
21.98%
 

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Holdings: FTRNX

Top 10 Holdings (52.84% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 12.92%
NVDA
NVIDIA Corporation 10.87%
AMZN
Amazon.com, Inc. 8.44%
META
Meta Platforms, Inc. 5.23%
GOOGL
Alphabet Inc. 3.66%
AAPL
Apple Inc. 3.01%
LLY
Eli Lilly and Company 2.48%
FICO
Fair Isaac Corporation 2.41%
TDG
TransDigm Group Incorporated 1.99%
VRT
Vertiv Holdings Co 1.83%

Sector Weightings

SectorFTRNX
Technology   49.22%
Industrials   18.10%
Healthcare   4.72%
Real Estate   1.57%
Utilities   0.00%
Energy   0.00%

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Research Reports: FTRNX

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