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).
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.
The fear hitting American finance will not subside dramatically until the value of mortgage-related securities is clearer and the size of investment houses' liabilities is known.
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
Restaurants can push value meals and cut back on promoting commodities-intensive super-size offerings.
We measure corporate size using four measures--sales, market value, assets and profits--to produce a composite measure of bigness.
For business sports brands, I first calculated how much the branded enterprise would fetch in an arms-length transaction, and then subtracted the average enterprise value of what similar businesses the same size have been sold for, or are being valued.
FORBES: The Forbes Fab 40: The World's Most Valuable Sports Brands
By late 2007, the notional value of outstanding credit-default swaps was about sixty trillion dollars more than four times the size of the U.S. gross domestic product.
China's huge size means that to maintain stellar growth rates, the economy needs to move up the value-added chain fast and grab more export market share.
We analyzed the sources of stock returns over the 33-year period from Aug. 1, 1979-July 31, 2012 by separating out risk factors such as value, growth, momentum and company size.
Traditional capitalization-weighted index funds are lower cost, while alternative indexes often have higher exposures to size and value factors.
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