FTRNX Mutual Fund
FTRNX Mutual Fund
NAV$216.87
AUM$1.9B
TER0.74%
Holdings127
See how much of FTRNX you already own
FTRNX Mutual Fund
NAV$216.87
Fidelity Trend Fund
AUM$1.9B
TER0.74%
Holdings127
See how much of FTRNX you already own
FTRNX Mutual Fund Overlap Analysis
FTRNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTRNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 127 holdings, FTRNX may share significant positions with broad-market funds.
FTRNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTRNX tax-loss harvesting finds highly correlated but non-identical funds.