FTRNX Rating, Research - Fidelity Trend

Fidelity Trend (ftrnx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 289

Threats + Weaknesses = 169

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ftrnx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Trend (FTRNX) Description: FTRNX is a mutual fund, which is an investment that owns a basket of assets. The FTRNX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the large fund size classification. FTRNXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FTRNXs expense ratio is roughly 1%. The latest FTRNXs front end load was 0% and the back end load was 0%. The Fidelity Trend (FTRNX) mutual fund falls under the large-cap growth category. FTRNX focuses its investments in USA and FTRNX is not affiliated with a particular industry or fund sector. The Fidelity Trend (FTRNX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FTRNXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FTRNXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long term growth of capital. The fund invests at least 65% of total assets in common stock, convertible preferred stock, securities convertible into common stock, and rights to subscribe to common stock. Of these securities the Fund will generally invest in common stock. It invests primarily in a diversified portfolio consisting of primarily common stock of U.S. companies that Fund management believes have shown above-average growth rates in earnings over the long-term.

Management Analysis Update

Fidelity Trend has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update