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A Very Rough Patch

Ever since the elections in Greece and France two weeks ago the investment world has been in a tizzy. No wonder. The elections signaled the likely remodeling of the ...

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"Mutual funds are one of the best investments ever created because they are very cost-efficient and very easy to invest in..."

Dustin Woodward

Which Global Value Fund?

We recently profiled Artisan Global Value (ARTGX). Subscriber M.O. of Kenilworth, NJ asks, “What is the difference between ARTGX and WAGOX (Wasatch Global Opportunities)?” The most obvious difference is the cap size of the stocks each fund buys — in this case small (WAGOX) appears to be better than big. See if you agree.

ARTGX
Style: Large Cap Blend
Avg Mkt Cap: $19.4 billion
Assets: $56.8 million
U.S/non-U.S: 50%/42%
2011 YTD: +2.6%
2010: +16.2%
2009: +33.4%
Standard Deviation: 22.1

WAGOX
Style: Small Cap Growth
Avg Mkt Cap: $1.2 billion
Assets: $343.7 million
U.S/non-U.S: 39%/54%
2011 YTD: +5.8%
2010: +26.3%
2009: +61.4%
Standard Deviation: 26.2


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