(PUB) Investing 2015

40

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 03-31-15

Total Return % Category Rank

12- Mo Yld %

Stand- ard Devia- tion

Risk Relative to Category

Morningstar Analyst Rating

1  Best, 100  Worst

A N N U A L I Z E D

Morningstar 500 International Equity

YTD 1 Yr

3 Yr

5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

(R²)

World Stock (cont’d)

— 2.8 4.2 10.9 9.4 6.6 — — — — — — 10.99 (78) —

5.2 7.8 12.8 14.7

„ QQQQQ „ QQQQQ Œ QQQQ „ QQQQ „ ]QQQQ „ QQQQ ´ QQQQ Œ QQQQ Œ QQQQ „ QQQQ „ QQQ ˇ [QQ ´ QQQ ˇ QQ ˇ QQ „ QQQ „ QQQ „ QQQQQ — QQQQ — QQQQ

Artisan Global Opportunities Inv ARTRX Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

— 12 20 23 3 — 0.3 11.64 (65)

+Avg -Avg +Avg +Avg

0.5 3.7 14.5 13.0 — 86 60 9 6 — 0.5 9.76 (76) 15.4 10.8 — 77 50 5 30 — 1.2 11.93 (84) 5.2 5.4 13.6 11.8 8.3 12 41 15 10 15 0.3 11.38 (78) 3.1 6.1 12.7 9.6 8.6 40 34 25 51 11 2.0 8.72 (77) 1.4 4.6 2.2 3.0 11.4 9.0 7.5 66 66 45 60 35 4.4 7.67 (72) 3.1 8.5 9.6 9.1 8.3 41 15 71 60 16 0.1 10.47 (82) 2.9 6.2 13.6 11.8 8.6 48 31 15 11 12 0.7 10.99 (82) 2.1 4.1 13.8 10.3 8.4 67 55 12 38 14 1.1 13.08 (78) 2.4 3.5 13.7 11.4 — 62 61 14 18 — 0.8 12.31 (74) 4.1 4.7 11.0 11.1 — 24 49 51 24 — 0.7 10.06 (78) 5.5 12.5 12.3 11.8 10.1 8 3 32 10 1 0.9 10.36 (79)

Fidelity Worldwide FWWFX

Franklin Mutual Global Discovery A TEDIX

Low

Franklin Mutual Quest A TEQIX

Low -Avg

Harding Loevner Global Equity Advisor HLMGX

Janus Global Research T JAWWX MFS Global Equity A MWEFX

Avg Avg

Oakmark Global I OAKGX

High

Oakmark Global Select I OAKWX

+Avg -Avg +Avg High Low Avg Low -Avg Low

Old Westbury Small & Mid Cap OWSMX

7.3

Oppenheimer Global A OPPAX

8.8 13.8 10.8 7.9

3 12 13 29 27 0.8 12.15 (86)

1.7 -3.2

Oppenheimer Global Opportunities A OPGIX

8.8 8.1 8.8 73 93 82 73 9 0.3 14.42 (45)

Perkins Global Value T JGVAX

0.7 3.0 10.3 9.3 5.7 85 65 61 56 70 1.9 8.03 (76)

PIMCO EqS Pathfinder D PTHDX Third Avenue Value Instl TAVFX Tweedy, Browne Value TWEBX

3.6 2.2 8.1 — — 31 71 87 — — 1.7 9.5 (83)

7.2 4.3

0.4 4.5 12.1

88 51 35 83 92 3.9 10.55 (84)

1.4 3.1 11.4 9.2 6.3 78 64 45 58 56 1.1 8.62 (75)

0.2 -2.2

7.7

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

8.1 — 89 91 88 74 — 2.2 10.36 (88)

USAA World Growth USAWX

3.0 6.3 13.8 11.9 8.7 44 31 13 10 10 1.0 11.03 (82)

Avg

QQQQ

Vanguard Global Equity Inv VHGEX

— —

3.7 6.0 13.3 10.8 6.7 29 34 19 31 49 1.5 10.71 (88)

Avg

5.3 16.8

Vanguard Global Minimum Volatility Inv VMVFX Vanguard Total World Stock Index Inv VTWSX Regional Stock Franklin Mutual European A TEMIX Matthews Asia Dividend Investor MAPIX Matthews Asian Growth & Inc Investor MACSX

NR

— — — 11 1 — — — 2.3 — (—)

„ QQQ

2.8 5.4 11.0 9.1 — 52 41 50 59 — 2.3 10.66 (92)

Avg

— ES ]QQQQQ

8.3 3.6 12.4 8.2 8.1

7 2 13 43 16 2.5 10.1 (68)

Low Low Low Avg

„ „ „ ´

QQQ QQQ QQQ

DP PJ CH

8.6 10.5 9.5 8.1 — 23 51 52 16 — 1.8 10.38 (76) 2.0 0.9 6.7 6.6 9.1 90 88 62 43 68 1.8 9.74 (76) 6.9 11.7 3.9 2.2 12.0 28 55 85 84 15 1.1 12.98 (46) 10.4 57.7 21.8 11.5 — 6 6 7 1 — 0.2 23.11 (35) 7.5 17.5 10.8 9.8 12.4 16 6 13 4 32 0.4 12.07 (68) 5.2 11.2 6.7 7.3 12.5 44 30 61 28 6 0.9 10.91 (69) 3.9 -5.0 9.6 6.7 5.1 80 52 56 76 60 3.4 14.54 (91) 2.9 -1.4 5.1 4.9 8.7 24 56 10 8 20 0.8 10.99 (92) -0.2 -3.9 -1.8 -0.8 8.5 71 72 78 86 27 2.6 14.91 (78) 1.4 -1.0 3.2 4.2 9.2 50 51 19 14 12 0.8 13.16 (83) -2.0 -5.9 -1.2 1.4 8.9 91 89 71 52 16 1.8 15.69 (72) -1.4 -4.4 2.3 4.4 10.9 87 77 26 11 2 0.3 13.72 (83) -0.7 -5.6 -0.1 1.3 — 77 88 58 55 — 1.3 12.56 (86) 3.6 5.7 2.2 2.4 8.1 15 7 28 32 37 0.6 13.92 (74)

Matthews China Investor MCHFX Matthews India Investor MINDX

QQQQ QQQQ

EI

+Avg

Œ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

Avg

´

QQQ QQQ

T. Rowe Price New Asia PRASX

-Avg +Avg

Œ

Vanguard European Stock Index Adm VEUSX

Diversified Emerg. Mkts.

— 1.1 -1.2 0.6 1.4 7.6 — — — — — — 13.34 (77) —

Œ QQQQQ „ QQQ „ QQQQ „ [QQQ „ QQQQ ´ QQQ ´ QQQ ´ QQQ „ QQQQQ „ [QQQ ´ QQQ Œ QQQ ´ QQQQ „ QQQ

American Funds New World A NEWFX DFA Emerging Markets Value I DFEVX

Low

+Avg

Harding Loevner Emerging Markets Advisor HLEMX Lazard Emerging Markets Equity Open LZOEX Oppenheimer Developing Markets A ODMAX Parametric Emerging Markets Investor EAEMX T. Rowe Price Emerging Markets Stock PRMSX Vanguard Emerging Mkts Stock Idx Adm VEMAX Virtus Emerging Markets Opportunities A HEMZX

Avg

High

Avg

-Avg +Avg +Avg

2.1 3.1 0.6 1.8

8.2

33 19 45 41 36

2.7 14.07 (78)

1.8 5.1 2.1 7.5 10.7 41 11 28 1 4 0.6 13.61 (65)

Avg

World Allocation

— 1.9 1.9 6.1 6.8 5.8 — — — — — — 7.59 (85) —

American Funds Capital Income Bldr A CAIBX

0.6 5.2 9.4 8.8 6.5 83 14 12 13 27 4.0 7.7 (80) 2.6 -1.1 7.5 6.2 — 32 86 39 71 — 0.0 9.85 (70) 2.7 4.0 6.8 6.5 7.2 29 31 54 62 17 2.1 6.64 (93) 2.3 2.3 8.0 9.0 8.7 44 51 32 8 8 0.5 7.7 (90) 1.5 2.3 7.1 7.5 — 62 51 47 38 — 1.1 6.84 (85)

Avg

Appleseed APPLX

+Avg -Avg

BlackRock Global Allocation Inv A MDLOX

First Eagle Global A SGENX IVA Worldwide A IVWAX

Avg Avg

ˇ Q

PIMCO Global Multi-Asset D PGMDX

4.2 10.5 1.6 3.6 — 5 3 89 95 — 0.3 7.8 (59)

Avg

MSCI Emerging Markets Index

2.1 0.0 -0.2 1.0 7.8 3.5 -4.9 9.4 6.4 4.9 7.6 7.4 8.4 5.9 5.1

MSCI Europe Index MSCI Pacific Index

Legend

Categories CH China Region DP Diversified Pacific/Asia Stock EI India Equity ES Europe Stock FA Foreign–Small/Mid Value

FB Foreign–Large Blend FG Foreign–Large Growth FR Foreign–Small/Mid Growth FV Foreign–Large Value JS Japan Stock

LS Latin America Stock PJ Pacific/Asia ex-Japan Stock TV Tactical Allocation

Red  Lowest return in group Green  Highest return in group Italic  Extended performance

E  New this month ][  Increase/decrease in rating NR  No Morningstar Rating; fund less than three years old.