Address And Details

82 Devonshire St , Boston, MA 02109
Fund Manager Shilpa Mehra
Manager Tenure 3 Years 2 Months

Strategy And Objective

Fidelity Trend Fund seeks growth of capital by investing in common stocks of domestic and foreign issuers. Its manager studies the momentum in trends of individual company, industry, and general market security prices and earnings.

Net Asset Value

as of 5:25 PM ET 10/15/2021

Performance

  • 1 Week
  • +2.91%
  • 1 Month
  • -0.91%
  • 3 Months
  • +6.06%
  • 1 Yr Return
  • +19.44%
  • 5 Yr Return
  • +98.19%

Equity Sector Breakdown

Technology 43.11%
RetailTrade 19.74%
Finance 8.46%
IndustrialCyclical 6.44%
NonDurables 5.34%
Health 4.99%
ConsumerDurables 4.09%
Services 2.47%
Utilities 1.30%
Energy n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 98.87%
ForeignStocks 9.08%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 3.37 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 6.00 5.17 2.26
Beta 1.01 1.01 1.03
R Squared 0.89 0.86 0.87
Std Deviation 20.21 16.62 14.71
Sharpe Ratio 1.18 1.39 n/a

Purchase Information

as of 5:12 PM ET 10/14/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 09/30/2021 Average Annual Current Performance Quarterly As Of 09/30/2021 Avg Annual Current Performance Monthly As Of 09/30/2021 Avg Annual Current Performance Quarterly As Of 09/30/2021
1 Year
  • +27.57%
  • +27.57%
+27.57% +27.57%
3 Year
  • +22.75%
  • +22.75%
+22.75% +22.75%
10 Year
  • +19.57%
  • +19.57%
+19.57% +19.57%
Life Of Fund
  • +11.39%
  • +11.39%
+11.39% +11.39%

Top 10 Holdings

Symbol Company Name % Of Assets
AMZN AMAZON COM INC 8.97%
AAPL APPLE INC 5.88%
FB FACEBOOK INC 5.25%
MSFT MICROSOFT CORP 5.09%
GOOGL ALPHABET INC CLASS A 4.79%
MA MASTERCARD INC 3.87%
NVDA NVIDIA CORP 3.80%
TSLA TESLA INC 2.74%
MCHP MICROCHIP TECHNOLOGY INC 1.56%
ADBE ADOBE INC 1.52%

LATEST NEWS

Recent Articles from TheStreet

How Legion M Plans to Take Down the Hollywood Studios

Hollywood Film and TV Crews Union Agreement Averts Strike

Hollywood film and television production crews avert a nationwide strike after reaching a tentative agreement with movie and TV production companies.

Chinese Medical Device Maker Contec Rides Pandemic Demand To Score 12-fold Share Price Gain On Shenzhen Debut

Cramer: Sharecare’s Low Share Price Makes the Stock Worth a Look

Technical indicators for health tech company's shares appear to be improving.

united-airlines (2)

United Airlines COVID-19 Vaccine Mandate Prompts Judge's TRO

United Airlines temporarily can't force employees to take unpaid leave if they have a medical or religious excuse from taking the COVID-19 vaccine.

SPAC Lead

Digital Asset Firm Bakkt Completes SPAC Merger With VPC

Digital asset marketplace and wallet provider Bakkt closed its SPAC merger with VPC Impact Acquisition Holdings.

Nucor Lead

Cramer: Now Is Not the Time to Sell Nucor Steel Stock

Upside remains for steelmaker even after key downgrade, as infrastructure spending is still in play in Washington.

Levi Strauss Lead

Levi Strauss Bullish on Next-Gen Retail

The direct-to-consumer stores focus on local personalization, customization and digitalization.

Wall Street Lead

Cramer's Mad Money Recap: J&J, Netflix, Nvidia, Tesla

Cramer says the clouds over Wall Street may have broken. Get ready for next week's earnings parade.

Here Is What Jim Cramer Expects From Schlumberger's Earnings

Energy Stocks Emerge as Leaders: Curran

Years of underperformance appear over for hard-hit oil and gas stocks.

Dave Chappelle Netflix Lead

Netflix Employee Reportedly Laid Off Over Chappelle Show Leak

Internal unrest over content of comedian's latest program continues at streaming giant.

crypto copy

Stablecoin Issuer Tether Agrees to $41 Million Settlement with CTFC

Tether made 'untrue or misleading statements and omissions in connection with the U.S. dollar tether token stablecoin,' the CFTC said.