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Morningstar

Fidelity Trend FTRNX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 179.35  /  +1.33 %
  • Total Assets 3.6 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

A strong management team and sound investment process underpin Fidelity Trend's Morningstar Medalist Rating of Gold.

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 52.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.32 420.6 Mil
Technology

Microsoft Corp

12.18 416.0 Mil
Technology

Amazon.com Inc

8.11 276.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.71 160.9 Mil
Communication Services

Alphabet Inc Class A

4.00 136.6 Mil
Communication Services

Apple Inc

3.23 110.2 Mil
Technology

Eli Lilly and Co

2.50 85.3 Mil
Healthcare

TransDigm Group Inc

2.07 70.8 Mil
Industrials

Fair Isaac Corp

1.88 64.3 Mil
Technology

EMCOR Group Inc

1.84 62.8 Mil
Industrials