Investment Test Drive

FTRNX Fidelity® Trend

8 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FTRNX Fidelity® Trend MTUM iShares Edge MSCI USA Momentum Factor ONEQ Fidelity® Nasdaq Composite Tr Stk ETF  
Similarity
?
100% 94% 89%
Annual Fees
?
$81.34
(0.77% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
$22.18
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$41,068.85 $49,506.80 $48,622.07
Est. savings over 30 yrs +$8,437.95 +$7,553.22
Return
As of 10/31/16
1 YR RETURN 3.16%
3 YR 8.79%
5 YR 13.21%
10 YR 8.52%
1 YR RETURN 4.92%
3 YR 11.47%
5 YR --
10 YR --
1 YR RETURN 4.00%
3 YR 11.05%
5 YR 15.37%
10 YR 9.15%
Description
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.
The investment seeks to track the investment results of the MSCI USA Momentum Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.
The investment seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index®. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the Nasdaq Composite Index that have a similar investment profile to the entire index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!