(PUB) Investing 2015

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 04-30-15

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)

—

5.1 6.4 12.1

9.8

7.2 — — 8.7 8.9 7.7 8.8 9.0 8.6 — 8.2 8.8 6.3 — 4.8 6.7 — 9.1 7.2 — — 8.2 — 9.6 5.8 8.4 9.1 9.9 9.8 9.9 — 8.7 9.3 6.1 6.8 — 7.5 9.2 — — — —

— — 94 65 60 45 41 40 43 37 76 76 48 19 69 44 83 61 29 33 46 46 7 21 99 92 86 68 6 63 83 56 90 81 72 94 66 44 52 43 22 6 19 54 68 81 29 47 100 75 34 24 66 41 60 67 — — 70 71 21 47 61 59 75 76 91 82 66 84 34 15 17 11 91 42 — — 54 20 3 57 21 21 30 38 65 46 6 6 53 2 36 38 53 2

— — —

— 10.96 (76)

—

Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

2.3 4.9 15.3 13.0 4.6 6.9 17.4 11.5 5.4 7.3 13.6 11.5 5.3 7.5 13.7 10.1

6 —

0.5 1.2

9.72 (74) 11.8 (83)

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

„ Œ

QQQQQ

4 21 — 31 21 18 29 50 14 49 66 41 73 59 15 18 11 13 11 45 20 6 16 — 11 28 31 85 83 15 60 52 70 82 86 — 38 81 91 50 58 63 90 68 — 16 11 12 23 32 52 — — — 45 56 — 32 68 21 49 23 — 55 37 68 84 77 15 — — — 38 16 1 55 37 2 67 46 21 50 70 62 — — — 53 79 13 17 14 15 62 52 12 13 9 32 7 1 — 3 27 13

QQQQ QQQQ QQQQ

Fidelity Worldwide FWWFX

—

0.3 11.39 (73)

Franklin Mutual Global Discovery A TEDIX

2.0 4.3

8.68 (75) 7.63 (70)

„ „ „ ´ Œ Œ „ „ x ´ x x „ „ „ —

Franklin Mutual Quest A TEQIX

3.9 3.5 12.1 5.2 10.5 10.6

9.1 9.5

[QQQ [QQQ

Harding Loevner Global Equity Advisor HLMGX

0.1 10.45 (81) 0.9 10.29 (76) 0.7 10.93 (78) 0.8 12.19 (74) 0.7 10.01 (75) 0.8 11.92 (82) 1.1 12.9 (75)

6.6 13.3 13.0 11.8 10.5

Janus Global Research T JAWWX MFS Global Equity A MWEFX

QQQQ QQQQ QQQQ QQQQ QQQQ

4.3 6.9 14.4 12.1 3.3 5.4 15.2 10.3 6.2 8.1 16.1 11.8

Oakmark Global I OAKGX

Oakmark Global Select I OAKWX

Old Westbury Small & Mid Cap OWSMX

5.2 6.8 11.8 10.7 10.5

Oppenheimer Global A OPPAX

8.2 10.2 15.2 11.1

QQQ

-0.1 0.0

Oppenheimer Global Opportunities A OPGIX

9.7

7.6

0.3 1.8 1.7

14.2 (39) 8.0 (75) 9.68 (84)

Perkins Global Value T JGVAX PIMCO EqS Pathfinder D PTHDX Third Avenue Value Instl TAVFX Tweedy, Browne Value TWEBX

3.1 4.5 11.5 10.0

QQQ

7.4 7.8 9.6 9.0

8.3 5.1 10.1 3.2 6.1 13.0 2.8 2.7 12.1

QQ QQ

3.8 10.59 (84)

1.1

8.59 (73)

QQQ QQQ

4.2 -0.5

9.2

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

2.1 10.52 (89) 1.0 10.97 (78) 1.5 10.64 (84)

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

4.4 7.0 14.6 12.2 4.9 7.0 14.1 10.9

Avg Avg

QQQQQ

— —

[QQQ

4.9 15.4

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

—

— 9.8

2.3

— (—)

5.6 7.5 12.5

2.2 10.64 (91)

Avg

„

QQQ

—

ES [QQQQ

8.6 3.6 13.2 14.1 16.0 11.2

8.2 9.2 7.8

2.5

9.98 (64)

Low Low Low Avg

DP PJ CH

1.7 10.66 (77) 1.7 10.31 (77) 1.0 15.61 (45) 0.2 23.22 (28) 0.4 12.14 (68) 0.9 11.04 (71) 3.3 14.55 (90) — 13.82 (77) 0.8 11.04 (92) 2.4 15.86 (77) 0.8 13.36 (83) 1.7 16.12 (73) 0.3 13.89 (84) 1.2 13.05 (86) 0.5 14.16 (75) 2.5 14.71 (79) 0.6 13.62 (64) 0.5 — (—)

„ „ „

QQQ QQQ QQQ

8.6 5.4 23.3 31.7 0.7 8.7

8.6 8.6 —

Matthews China Investor MCHFX

5.5 13.6

E Matthews Emerging Asia Investor MEASX

—

PJ NR

— 9.4

Matthews India Investor MINDX

4.4 50.5 21.3

+Avg

QQQQ QQQQ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

11.2 20.5 12.1 10.4 12.9

Avg Low Avg

T. Rowe Price New Asia PRASX

9.0 14.6

7.7

7.6 13.0

QQQ QQQ

Vanguard European Stock Index Adm VEUSX

8.3 -3.4 12.0

8.2 2.5 5.4 1.0 5.0 2.5 2.4 3.4 3.3 7.0 9.4 6.8 6.8 9.0 7.5 3.7

Diversified Emerg. Mkts.

—

7.2 4.1 5.2 0.8 9.7 4.9 6.3 3.0 4.8 0.2 2.8 -0.4 5.7 -0.6 8.6 9.8 10.1 10.5 2.7 5.6 3.6 3.0 6.6 2.9 4.6 5.8 4.2 4.4 2.9 3.6 6.0 11.1

2.9 5.9 2.5 5.4 1.9 4.0 2.4 4.0 3.7 2.4 6.9 8.3 7.9 9.2 8.2 2.2

—

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

Low High

Œ „ „ „ „ ´ ´ ´ „

[QQQQ

QQQ

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

QQQQ

High

QQQ

5.1 11.5

32 13

Avg

QQQQ

54 54 — 31 34 41 34 36 27

-Avg

QQQ QQQ QQQ

Avg

+Avg -Avg

7.2 11.2

[QQQQ

World Allocation

—

— — —

— 3.9

7.64 (84) 7.78 (80)

—

American Funds Capital Income Bldr A CAIBX

3.4 5.9 10.2

9 25

Avg

„ ´

QQQ QQQ QQQ

Appleseed APPLX

36 58 — 42 58 16

0.0 10.02 (70)

High -Avg

BlackRock Global Allocation Inv A MDLOX

2.1 0.5 1.1 0.3

6.6 (94) 7.62 (90) 6.74 (86) 7.85 (59)

First Eagle Global A SGENX IVA Worldwide A IVWAX

25 14

Avg Avg Avg

´ „ x

QQQQ

38 34 — 89 94 —

QQQ

PIMCO Global Multi-Asset D PGMDX

MSCI Emerging Markets Index

9.1 6.0

2.6

2.3 8.7 7.9 5.6 6.7 5.7

MSCI Europe Index MSCI Pacific Index

7.9 -3.2 11.8 11.6 12.2 10.2

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.

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