FTRNX
Fidelity Trend Fund
1W: -3.1%
1M: +5.9%
3M: +12.0%
YTD: +12.8%
1Y: +27.0%
3Y: +114.8%
5Y: +108.5%
$223.46
+0.02 (+0.01%)
Weekly Expected Move ±2.7%
$217
$224
$230
$236
$242
Key Statistics
AUM$4.6B
Holdings117
Top 10 Wt53.0%
Volume0
Avg Volume0
Beta1.43
Portfolio Fundamentals
P/E25.3
P/B10.7
Div Yield0.33%
ROE47.2%
% Profitable78%
Inception1980-01-02
Sector Allocation
Technology
45.1%
Industrials
18.8%
Consumer Cyclical
14.6%
Communication Services
11.3%
Healthcare
3.5%
Financial Services
2.6%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVD.DE | 14.90% | $666.3M | 3,572,560 |
| 2 | ALPHABET INC | GOOGL.SW | 6.00% | $268.2M | 856,940 |
| 3 | APPLE INC | AAPL.DE | 5.73% | $256.1M | 942,076 |
| 4 | MICROSOFT CORP | 4338.HK | 5.63% | $251.7M | 520,400 |
| 5 | BROADCOM INC | 1YD.DE | 4.48% | $200.2M | 578,500 |
| 6 | AMAZON.COM INC | 0R1O.IL | 4.36% | $194.9M | 844,500 |
| 7 | TESLA INC | TL0.DE | 3.81% | $170.3M | 378,700 |
| 8 | META PLATFORMS INC | FB2A.DE | 3.45% | $154.5M | 234,000 |
| 9 | ELI LILLY and CO | LLY.SW | 2.49% | $111.4M | 103,651 |
| 10 | STERLING INFRASTRUCTURE INC | STRL | 2.13% | $95.4M | 311,500 |