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Fidelity Trend (FTRNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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160.93-4.81 (-2.90%)
At close: 08:01PM EDT

Fidelity Trend

Boston, MA 02109

82 Devonshire St

Fidelity Trend Fund

Management information
,Lead manager since 13 August 2018
Shilpa Mehra is portfolio manager of Consumer Finance Portfolio, which she has managed since April 2012. Prior to joining Fidelity Investments in 2009 as a research analyst, Ms. Mehra interned at Gabelli Asset Management after receiving her MBA at Columbia University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyFidelity Investments
Net assets3.35B
YTD return17.30%
Yield0.04%
Morningstar rating★★★★
Inception date15 Jun 1958

Fund operations

Last dividend0.07
Last cap gain49.00
Holdings turnover38.00%
Average for categoryN/A

Fees and expenses

ExpenseFTRNXCategory average
Annual report expense ratio (net)0.49%0.99%
Prospectus net expense ratio0.49%N/A
Prospectus gross expense ratio0.49%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A