Fidelity Trend Fund

Frequently Asked Questions About FTRNX

What does FTRNX invest in?

The fund primarily allocates its capital to equity securities, specifically common stocks. Its investment approach focuses on identifying companies that the adviser believes exhibit substantial potential for future expansion and earnings growth, often referred to as "growth" companies. To pinpoint these opportunities, the fund employs a comprehensive fundamental analysis, carefully evaluating factors such as each issuer's financial robustness, its competitive position within its sector, and the prevailing market and broader economic environments.

What is the expense ratio of FTRNX?

Fidelity Trend Fund (FTRNX) charges an expense ratio of 0.74%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FTRNX?

Fidelity Trend Fund (FTRNX) manages $5.14B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FTRNX actively managed or an index fund?

FTRNX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FTRNX launched?

Fidelity Trend Fund (FTRNX) launched in January 1980 and is managed by Fidelity.

How has FTRNX performed?

FTRNX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.