Fidelity Trend is trading at 186.14 as of the 19th of January 2025; that is 1.31 percent decrease since the beginning of the trading day. The fund's open price was 188.62. Fidelity Trend has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. Click here to learn more.
The fund invests primarily in common stocks. It invests in companies that the adviser believes have above-average growth potential . The adviser uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. More on Fidelity Trend Fund
Fidelity Trend Fund [FTRNX] is traded in USA and was established 19th of January 2025. Fidelity Trend is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 2.75 B in assets under management (AUM) with no minimum investment requirementsFidelity Trend is currently producing year-to-date (YTD) return of 0.02% with the current yeild of 0.0%, while the total return for the last 3 years was 12.68%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Trend Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Trend financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Trend security.
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