Nasdaq - Delayed Quote USD

Fidelity Trend (FTRNX)

170.72
+7.27
+(4.45%)
At close: 8:04:17 PM EDT

Top 10 Holdings (54.90% of Total Assets)

SymbolCompany% Assets
NVIDIA Corporation 9.97%
Apple Inc. 8.21%
Amazon.com, Inc. 8.06%
Microsoft Corporation 8.06%
Meta Platforms, Inc. 6.00%
Alphabet Inc. 3.50%
Axon Enterprise, Inc. 3.49%
Netflix, Inc. 3.05%
Broadcom Inc. 2.40%
Eli Lilly and Company 2.15%

Sector Weightings

SectorFTRNX
Technology   39.71%
Industrials   16.41%
Healthcare   4.59%
Real Estate   1.06%
Utilities   0.39%
Energy   0.00%

Overall Portfolio Composition (%)

Cash -0.14%
Stocks 99.96%
Bonds 0.00%
Others 0.19%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average FTRNX Category Average
Price/Earnings 0.03 34.82
Price/Book 0.12 8.34
Price/Sales 0.18 4.62
Price/Cashflow 0.04 23.95
Median Market Cap 273,534.06 310,214.47
3 Year Earnings Growth 25.03 23.61

Bond Holdings

Average FTRNX Category Average
Maturity -- 3.63
Duration -- 2.73
Credit Quality -- --

Performance & Risk

YTD Return -6.91%
5y Average Return 16.77%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Fidelity Investments
Net Assets 3.44B
YTD Return -10.72%
Yield 0.65%
Morningstar Rating
Inception Date Jun 16, 1958

Fund Summary

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.

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