FTRNX
Fidelity Trend Fund
1W: -6.6%
1M: -14.8%
3M: -14.8%
YTD: -3.9%
1Y: -10.8%
3Y: +75.7%
5Y: +46.9%
$198.81
+6.24 (+3.24%)
Weekly Expected Move ±4.7%
$172
$181
$190
$198
$207
Key Statistics
AUM$4.4B
Holdings89
Top 10 Wt50.2%
Volume0
Avg Volume0
Beta1.42
Portfolio Fundamentals
P/E8.9
P/B3.1
Div Yield0.34%
ROE42.9%
% Profitable76%
Inception1980-01-02
Sector Allocation
Technology
27.8%
Industrials
21.9%
Real Estate
15.3%
Communication Services
13.5%
Consumer Cyclical
10.9%
Other
3.9%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | 0QOJ.L | 14.13% | $709.6M | 3,546,460 |
| 2 | ALPHABET INC | GOOGL.SW | 10.70% | $537.2M | 1,503,240 |
| 3 | BROADCOM INC | 1YD.DE | 4.13% | $207.3M | 548,710 |
| 4 | MICRON TECHNOLOGY INC | MTE.DE | 4.02% | $201.7M | 174,700 |
| 5 | TESLA INC | TL0.DE | 3.47% | $174.2M | 414,173 |
| 6 | ELI LILLY and CO | LLY.SW | 3.40% | $170.7M | 142,337 |
| 7 | META PLATFORMS INC | FB2A.DE | 2.81% | $141.1M | 250,555 |
| 8 | HOWMET AEROSPACE INC | HWM | 2.73% | $137.2M | 510,179 |
| 9 | STERLING INFRASTRUCTURE INC | STRL | 2.69% | $135.3M | 161,233 |
| 10 | SANDISK CORP/DE | SNDKV | 2.08% | $104.6M | 46,000 |