Fidelity Trend Fund
FTRNX
NASDAQ
| Weiss Ratings | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Shilpa Mehra (7) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Trend Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 16, 1958 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.53% | |||
| Dividend | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.42% | |||
| Asset Allocation | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.42% | |||
| Stock | 100.15% | |||
| U.S. Stock | 97.11% | |||
| Non-U.S. Stock | 3.04% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.27% | |||
| Price History | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.06% | |||
| 30-Day Total Return | 6.88% | |||
| 60-Day Total Return | 7.48% | |||
| 90-Day Total Return | 16.50% | |||
| Year to Date Total Return | 19.21% | |||
| 1-Year Total Return | 30.43% | |||
| 2-Year Total Return | 88.74% | |||
| 3-Year Total Return | 129.68% | |||
| 5-Year Total Return | 132.52% | |||
| Price | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $195.57 | |||
| 1-Month High NAV | $208.06 | |||
| 52-Week Low NAV | $134.87 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $221.73 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.28 | |||
| Standard Deviation | 20.84 | |||
| Balance Sheet | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.33B | |||
| Operating Ratios | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.59% | |||
| Turnover Ratio | 64.00% | |||
| Performance | FTRNX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 28.80% | |||
| Last Bear Market Total Return | -24.69% | |||