Fidelity Trend Fund (FTRNX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fidelity Trend Fund (FTRNX) trades at $222.14 with AI Score 44/100 (Grade C). Fidelity Trend Fund (FTRNX) is a mutual fund focused on investing in common stocks of companies with above-average growth potential. Market cap: $5.00B, Sector: Financial services.
Price live · AI analysis from Jun 1, 2026Analyst Coverage for FTRNX: FTRNX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FTRNX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FTRNX: the 1 perspectives are evenly split.
How is this calculated? →Fidelity Trend Fund (FTRNX) Financial Services Profile
Fidelity Trend Fund (FTRNX) is a growth-oriented mutual fund managed by Fidelity, focusing on identifying and investing in companies with above-average growth potential through fundamental analysis, operating within the competitive asset management landscape and serving investors seeking capital appreciation.
What Is the Investment Thesis for FTRNX?
Fidelity Trend Fund (FTRNX) presents a notable research candidate for investors seeking exposure to growth stocks. The fund's focus on companies with above-average growth potential, combined with Fidelity's rigorous fundamental analysis, positions it to deliver attractive returns. A key value driver is the fund's ability to identify and capitalize on emerging growth trends across various sectors. The fund's beta of 1.43 indicates higher volatility compared to the market, which can translate to higher potential returns in a favorable market environment. Ongoing catalysts include the continued expansion of growth-oriented sectors and the fund's ability to adapt its portfolio to changing market conditions. However, potential risks include market downturns, which can disproportionately impact growth stocks, and the fund's reliance on accurate fundamental analysis. The fund's success hinges on its ability to consistently identify and invest in companies that outperform their peers in terms of growth and profitability.
Based on FMP financials and quantitative analysis
FTRNX Key Highlights
- Fidelity Trend Fund (FTRNX) focuses on investing in common stocks of companies with above-average growth potential.
- The fund employs fundamental analysis, considering financial condition, industry position, and market conditions for investment selection.
- FTRNX operates within the asset management industry, a segment of the broader financial services sector.
- The fund has a market capitalization of $5.00B, indicating its scale and significance.
- FTRNX has a beta of 1.43, suggesting higher volatility compared to the overall market.
Who Are FTRNX's Competitors?
FTRNX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FCPVX Fidelity Small Cap Value Fund | $25.35 | -0.71% | $5.13B | 44 |
| FTQGX Fidelity Focused Stock Fund | $48.04 | -2.26% | $5.41B | 44 |
| SHRAX ClearBridge Aggressive Growth Fund | $94.85 | -0.06% | $4.20B | — |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
| IDDTF AB Industrivärden (publ) | $59.80 | +74.60% | $25.83B | 70 |
| PCM PCM Fund Inc. | $5.76 | +0.00% | $71.13M | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FTRNX's Key Strengths?
- Strong brand recognition and reputation of Fidelity Investments.
- Extensive research capabilities and experienced investment team.
- Diversified portfolio across various sectors.
- Large asset base providing economies of scale.
What Are FTRNX's Weaknesses?
- Higher beta (1.43) indicates greater volatility compared to the market.
- Reliance on accurate fundamental analysis, which can be subject to error.
- Vulnerability to market downturns, which can disproportionately impact growth stocks.
What Could Drive FTRNX Stock Higher?
- Continued growth in technology and innovation sectors.
- Increasing demand for sustainable and responsible investment products.
- Expansion of emerging markets and their economies.
What Are the Key Risks for FTRNX?
- Market downturns, which can disproportionately impact growth stocks.
- Rising interest rates, which can negatively impact growth stock valuations.
- Increased competition from other asset managers.
- Economic slowdown or recession.
What Are the Growth Opportunities for FTRNX?
- Expansion into Emerging Markets: Fidelity Trend Fund can capitalize on the rapid growth in emerging markets by allocating a portion of its portfolio to companies in these regions. The growth in emerging markets is driven by increasing urbanization, rising disposable incomes, and the adoption of new technologies. By identifying and investing in companies that are well-positioned to benefit from these trends, FTRNX can enhance its returns and diversify its portfolio. The market size for emerging market equities is estimated to be trillions of dollars, offering significant growth potential. Timeline: Ongoing.
- Increased Focus on Technology and Innovation: The technology sector continues to be a major driver of economic growth, and Fidelity Trend Fund can benefit from this trend by increasing its exposure to innovative technology companies. Areas such as artificial intelligence, cloud computing, and e-commerce offer significant growth opportunities. By identifying and investing in companies that are at the forefront of these technologies, FTRNX can enhance its returns and maintain its competitive edge. The global market for artificial intelligence is projected to reach hundreds of billions of dollars by 2030. Timeline: Ongoing.
- Sustainable and Responsible Investing: There is a growing demand for sustainable and responsible investment products, and Fidelity Trend Fund can attract new investors by incorporating environmental, social, and governance (ESG) factors into its investment process. By focusing on companies that are committed to sustainability and social responsibility, FTRNX can align its investment strategy with the values of its investors and enhance its long-term performance. The market for sustainable investing is growing rapidly, with trillions of dollars in assets under management. Timeline: Ongoing.
- Development of New Investment Products: Fidelity Trend Fund can expand its product offerings by developing new investment products that cater to the specific needs of different investor segments. This could include thematic funds focused on specific sectors or investment strategies, as well as customized portfolios tailored to the individual needs of high-net-worth investors. By diversifying its product offerings, FTRNX can attract new investors and increase its assets under management. The market for specialized investment products is growing rapidly, driven by the increasing sophistication of investors. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: Fidelity Trend Fund can enhance its capabilities and expand its reach through strategic partnerships and acquisitions. This could include partnering with other asset managers to offer new investment products or acquiring smaller firms with specialized expertise. By leveraging the strengths of other organizations, FTRNX can accelerate its growth and enhance its competitive position. The asset management industry is undergoing consolidation, with larger firms acquiring smaller firms to gain scale and expertise. Timeline: Ongoing.
What Opportunities Does FTRNX Have?
- Expansion into emerging markets and other high-growth regions.
- Increased focus on technology and innovation.
- Growing demand for sustainable and responsible investment products.
- Development of new investment products and services.
What Threats Does FTRNX Face?
- Increased competition from other asset managers.
- Rising interest rates, which can negatively impact growth stocks.
- Regulatory changes and compliance costs.
- Economic slowdown or recession.
What Are FTRNX's Competitive Advantages?
- Strong brand reputation of Fidelity Investments.
- Extensive research capabilities and investment expertise.
- Large asset base providing economies of scale.
- Established distribution network and access to investors.
What Does FTRNX Do?
Fidelity Trend Fund (FTRNX) is a mutual fund managed by Fidelity Investments, one of the world's largest financial services companies. The fund's primary investment objective is to seek capital appreciation by investing predominantly in common stocks of companies believed to possess above-average growth potential. These companies are often referred to as 'growth' stocks. The fund was established to provide investors with a diversified portfolio of growth-oriented equities, leveraging Fidelity's extensive research capabilities and investment expertise. The fund's investment strategy centers around fundamental analysis, where Fidelity's analysts evaluate various factors, including the issuer's financial condition, industry position, and prevailing market and economic conditions. This rigorous analysis aims to identify companies with strong growth prospects and sustainable competitive advantages. FTRNX invests across a wide range of sectors, allowing it to capitalize on growth opportunities in diverse areas of the economy. The fund's portfolio typically includes companies of varying market capitalizations, although it generally focuses on those with the potential for significant growth. Fidelity Investments, the parent company of FTRNX, has a long history of providing investment management services to both individual and institutional investors. Founded in 1946, Fidelity has grown to become a global leader in asset management, offering a wide array of investment products and services. FTRNX benefits from Fidelity's extensive resources, including its large team of investment professionals and its sophisticated research infrastructure. The fund is available to investors through various channels, including brokerage accounts, retirement plans, and directly through Fidelity.
What Products and Services Does FTRNX Offer?
- Invests primarily in common stocks.
- Focuses on companies with above-average growth potential.
- Utilizes fundamental analysis to select investments.
- Considers financial condition of issuers.
- Evaluates industry position of issuers.
- Analyzes market and economic conditions.
How Does FTRNX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to achieve capital appreciation for investors through strategic stock selection.
- Employs a team of analysts to conduct fundamental research and identify promising growth companies.
What Industry Does FTRNX Operate In?
Fidelity Trend Fund operates within the asset management industry, a segment of the financial services sector that has experienced significant growth in recent years. The industry is characterized by increasing demand for investment products and services, driven by factors such as an aging population, rising disposable incomes, and the growing complexity of financial markets. The competitive landscape includes both large, established asset managers like Fidelity and smaller, specialized firms. Key trends in the industry include the rise of passive investing, the increasing importance of technology and data analytics, and the growing focus on sustainable and responsible investing. Fidelity Trend Fund differentiates itself through its focus on growth stocks and its reliance on fundamental analysis.
Who Are FTRNX's Key Customers?
- Individual investors seeking growth-oriented investments.
- Institutional investors looking for diversified equity exposure.
- Retirement plans and other investment vehicles.
How Fidelity Trend Fund Is Valued
Relative to its peer group, FTRNX's quantitative score of 44/100 is below the peer average of 58/100.
FTRNX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy and potential for growth.
- Community sentiment has shifted positively, with discussions highlighting the fund's strong historical performance and management expertise.
- Market perception is bolstered by favorable economic indicators, which could enhance the fund's investment opportunities.
- Increased interest in sustainable investing aligns with the fund's focus, attracting a new wave of investors.
Bear Case
- Concerns about market volatility may lead to cautious investor sentiment, impacting inflows into the fund.
- Recent criticisms from analysts regarding the fund's high expense ratio could deter cost-conscious investors.
- Some community members express skepticism about the fund's ability to adapt to changing market conditions effectively.
- Overall economic uncertainty might lead investors to favor more conservative options, affecting the fund's appeal.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
FTRNX Latest News
No recent news available for FTRNX.
FTRNX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FTRNX.
Price Targets
Wall Street price target analysis for FTRNX.
FTRNX MoonshotScore
What does this score mean?
The MoonshotScore rates FTRNX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
FTRNX Financial Services Stock FAQ
What does Fidelity Trend Fund do?
Fidelity Trend Fund (FTRNX) is a growth-oriented mutual fund that invests primarily in common stocks of companies with above-average growth potential. The fund's objective is to achieve capital appreciation for its investors by identifying and investing in companies that are expected to outperform their peers in terms of growth and profitability. The fund utilizes fundamental analysis, considering factors such as financial condition, industry position, and market conditions, to select investments. FTRNX aims to provide investors with a diversified portfolio of growth stocks across various sectors, leveraging Fidelity's extensive research capabilities and investment expertise.
What do analysts say about FTRNX stock?
As a mutual fund, FTRNX does not have individual stock analyst ratings in the traditional sense. However, analysts generally evaluate the fund's performance based on its investment strategy, risk profile, and historical returns. The fund's focus on growth stocks and its higher beta (1.43) suggest a potential for higher returns in a favorable market environment, but also greater volatility. Investors may want to evaluate the fund's investment objective, risk tolerance, and time horizon when evaluating its suitability. Key metrics to consider include the fund's expense ratio, historical performance relative to its benchmark, and its portfolio composition.
What are the main risks for FTRNX?
The main risks for Fidelity Trend Fund (FTRNX) include market risk, interest rate risk, and stock-specific risk. Market risk refers to the potential for the overall market to decline, which can negatively impact the fund's performance. Interest rate risk arises from the potential for rising interest rates to negatively impact growth stock valuations. Stock-specific risk refers to the potential for individual companies in the fund's portfolio to underperform due to factors such as poor management, competitive pressures, or regulatory changes. Additionally, the fund's higher beta (1.43) indicates greater volatility compared to the market, which can amplify losses during market downturns. Investors should carefully consider these risks before investing in FTRNX.
How sensitive is FTRNX to interest rate changes?
Fidelity Trend Fund (FTRNX) is sensitive to interest rate changes, particularly due to its focus on growth stocks. Rising interest rates can negatively impact the valuations of growth stocks, as they tend to have higher price-to-earnings ratios and are more reliant on future earnings growth. When interest rates rise, the present value of future earnings declines, making growth stocks less attractive to investors. This can lead to a decrease in the fund's net asset value (NAV). However, the fund's diversification across various sectors can help to mitigate the impact of interest rate changes to some extent. The fund's investment team actively monitors interest rate trends and adjusts the portfolio accordingly to manage this risk.
How does FTRNX's performance compare to its peers?
FTRNX's performance relative to its peers in the asset management industry depends on various factors, including market conditions, investment strategy, and stock selection. When comparing FTRNX to its peers like Fidelity Small Cap Value Fund (FCPVX), Fidelity Focused Stock Fund (FTQGX), and ClearBridge Aggressive Growth Fund (SHRAX), it's important to consider their different investment objectives and risk profiles. FTRNX's focus on growth stocks may lead to higher returns during bull markets, but also greater volatility during bear markets. Investors should compare FTRNX's historical performance, expense ratio, and risk-adjusted returns to those of its peers to determine its relative attractiveness. Additionally, it's important to consider the fund's long-term track record and its consistency in delivering returns over time.
What are the key factors to evaluate for FTRNX?
Fidelity Trend Fund (FTRNX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does FTRNX data refresh on this page?
FTRNX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven FTRNX's recent stock price performance?
Fidelity Trend Fund (FTRNX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition and reputation of Fidelity Investments. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made based on individual circumstances and risk tolerance.