In that time frame, Morningstar reports, it has beaten 99% of its peers (funds aiming for a blend of value and growth in mid-size companies).
FORBES: The Forbes Fund Grading System
If big growth is out of reach, do not destroy the value in a healthy mid-size company in a futile attempt to reach for the moon.
FORBES: How Impossible Dreams Can Destroy Value In Mid-Sized Firms
Fidelity Value has achieved solid results investing in primarily mid-size U.S. companies.
FORBES: Magazine Article
While people are certainly looking for value, as a former manager for a mid-size Banana Republic store in Massachusetts, I take issue with casting blame on showrooming as the reason for lost sales.
FORBES: Showrooming May Be Growing, But Service is Still King
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