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Morningstar

Fidelity Trend FTRNX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 166.58  /  +2.26 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.04%
  • Turnover 38%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FTRNX

Will FTRNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTRNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTRNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTRNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Trend’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FTRNX

More FTRNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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NVIDIA Corp

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Technology

Amazon.com Inc

7.96 259.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

5.73 186.6 Mil
Communication Services

Apple Inc

4.58 149.0 Mil
Technology

Alphabet Inc Class A

3.53 114.9 Mil
Communication Services

Eli Lilly and Co

2.52 82.0 Mil
Healthcare

Fair Isaac Corp

2.52 82.0 Mil
Technology

TransDigm Group Inc

1.96 63.7 Mil
Industrials

Lattice Semiconductor Corp

1.78 57.9 Mil
Technology