5 / 5 Stars
5 5 4 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#32 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.28 percent over the past year, 15.45 percent over the past three years, 23.36 percent over the past five years, and 9.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||9.0%|
The investment seeks growth of capital. The fund invests primarily in common stocks. It invests in companies that the adviser believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.
Fees are Average compared to funds in the same category.
Fidelity Trend Fund has an expense ratio of 0.87 percent.
Risk is Average compared to funds in the same category according to Morningstar.