Morningstar

Fidelity Trend Fund FTRNX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $214.69  /  +1.04 %
  • Fund Size $4.6B
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 60%
NAV and 1-Day Return as of

Morningstar’s Analysis FTRNX

Will FTRNX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Trend holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.42 759M
Technology

Alphabet Inc Class A

11.03 510M
Communication Services

Micron Technology Inc

3.62 167M
Technology

Eli Lilly and Co

3.56 165M
Healthcare

Tesla Inc

3.30 152M
Consumer Cyclical

Meta Platforms Inc Class A

3.10 143M
Communication Services

Apple Inc

2.80 129M
Technology

Sterling Infrastructure Inc

2.77 128M
Industrials

Howmet Aerospace Inc

2.70 125M
Industrials

Broadcom Inc

2.56 119M
Technology

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