(PUB) Investing 2015

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 05-29-15

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)

Foreign Stock

— 9.7 0.6 15.0 10.7 6.5 — — — — — — 10.51 (81) —

QQQQ

American Beacon Intl Equity Inv AAIPX American Funds Europacific Growth A AEPGX American Funds Intl Gr and Inc A IGAAX

— FV

9.4 -1.1 16.4 10.2 5.6 36 37 13 17 24 2.3 11.23 (90) 9.0 3.5 14.9 10.0 7.7 57 40 35 50 17 1.3 9.32 (89) 4.5 -4.7 13.3 9.8 — 96 92 61 40 — 2.6 10.05 (93) 7.0 5.0 16.6 13.7 8.1 83 25 11 4 10 0.7 10.0 (76)

Avg Low -Avg

Œ Œ „ Œ Œ Œ ´ „ ˇ ´ ´ „ ´ Œ „ „ Œ ´ ´ ´ ´ ´ „ ˇ ´ ˇ ˇ ´ ´ „ ´ Œ Œ „ ˇ „ ´ Œ „ Œ

FG [QQ

QQQ

FB FG FR FB FB FR

QQQQ QQQQ

Artisan International Investor ARTIX

Avg

15.4 -0.6 17.6 14.1 10.6

Artisan International Small Cap Investor ARTJX

9 80 27 27 10 0.0 12.63 (61)

High

QQQQQ

Artisan International Value Investor ARTKX Causeway International Value Inv CIVVX Columbia Acorn International Select A LAFAX Columbia Acorn International Z ACINX Dodge & Cox International Stock DODFX Fidelity Diversified International FDIVX Fidelity International Discovery FIGRX

6.1 1.0 19.1 14.6 10.2 90 37 2 1 1 1.4 9.16 (73) 8.2 -0.9 16.0 11.6 5.9 67 70 21 9 39 2.1 10.48 (85)

Low Avg Avg -Avg High

QQQQ

8.9

5.5 -7.7

9.4 8.2 95 97 96 96 56 0.4 10.31 (58)

FR [QQQ

7.8 -0.5 13.7 11.2 9.7 72 77 71 81 19 1.4 9.42 (87) 7.0 0.2 19.0 11.5 7.5 85 49 3 10 16 2.1 11.24 (90) 10.6 5.2 16.8 11.3 6.3 22 24 9 30 57 1.0 10.02 (84) 10.6 4.3 16.6 11.0 6.8 21 32 10 33 43 0.6 10.56 (86)

QQQQ

FG ]QQQQ

Avg

QQQ

FG FB

+Avg

QQQQ

Fidelity Overseas FOSFX

13.2 5.5 19.0 12.3 6.3

3 10 3 7 31 1.5 9.98 (86)

Avg

FB ]QQQQ FB [QQQ

Fidelity Spartan International Idx Inv FSIIX

9.3 -0.5 15.6 10.1 5.7 41 62 25 31 44 2.4 10.94 (94) 8.0 2.0 11.1 9.0 8.4 72 27 89 61 7 1.0 7.41 (83)

+Avg

First Eagle Overseas A SGOVX

Low

QQQQ

Harbor International Institutional HAINX Harding Loevner International Eq Inv HLMNX

FB FG

11.0 -0.7 12.9 10.6 8.6 12 68 68 20 5 2.0 10.71 (89)

Avg

QQQ

8.0 3.6 13.1 10.2

7.9

76 40 69 47 14

0.6 10.43 (89)

+Avg

FQ [QQ

IVA International A IVIOX

7.1 4.7 12.1 9.8 — 82 14 85 88 — 2.6 5.55 (81)

Low Avg Avg

15.3 18.5 24.4 18.2

QQQQQ

JOHCM International Select II JOHAX Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX MainStay ICAP International I ICEUX

— FG — FB

— 3 1 1 1 — 0.5 9.98 (55)

QQQQ

9.9 3.1 17.1 10.8 7.6 28 19 12 16 15 1.1 10.69 (86)

4.6 -13.4

3.5

FB FV FB FB FB FQ FG FG FR FG FV FB

14.6 6.2

96 100 40 93 91 3.5 13.67 (68)

High Low +Avg

QQQQ

10.6 1.2 14.8 10.3 6.3 12 9 44 16 8 3.0 9.77 (83) 6.3 -8.0 10.9 6.8 6.0 89 98 90 92 37 1.2 11.32 (87)

Manning & Napier World Opportunities A EXWAX Neuberger Berman International Eq Inv NIQVX

WWWW

8.2 3.6

13.8 10.7

— 67 16

52 18 — 0.7 — (—)

QQQQQ

Oakmark International I OAKIX

8.0 -0.8 20.0 12.3 8.7 73 69 1 6 5 1.9 11.78 (77)

High

QQQ QQQ QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

14.4 0.7 16.3 11.0 8.2

7 51 61 69 18 1.4 10.88 (76)

+Avg +Avg

9.6 -0.9 15.3 12.3 8.6 40 93 24 15 2 0.8 10.55 (82) 7.5 1.3 11.9 9.0 7.2 79 73 79 78 32 1.4 9.24 (88) 11.6 7.0 17.6 14.0 10.3 41 11 26 30 14 0.7 8.67 (80) 10.2 4.3 13.8 10.2 6.7 26 31 57 47 47 1.1 10.03 (91) 9.6 -1.2 14.8 10.2 6.0 31 39 44 20 16 2.9 10.24 (92) 9.7 1.5 15.4 10.9 — 33 32 28 15 — 2.6 9.81 (93)

Scout International UMBWX

Low Low Avg

QQQQQ

T. Rowe Price International Discovery PRIDX T. Rowe Price International Stock Fd PRITX T. Rowe Price Intl Gr & Inc TRIGX T. Rowe Price Overseas Stock TROSX Third Avenue International Value Instl TAVIX Thornburg International Value A TGVAX Tweedy, Browne Global Value TBGVX

QQQ

QQQQ QQQQ

-Avg -Avg +Avg

1.0 -11.8 9.1

5.9

— FA [Q

3.5 98 94 95 97 100 7.2 12.23 (78) 2 2 66 78 25 0.8 10.29 (77)

15.9 13.4 13.4 9.0 7.5

QQQ

FG FV

Avg Low

QQQQQ

4.7 1.2 13.7 10.9 7.2 92 9 64 11 4 1.2 6.81 (73)

QQQQ

USAA International USIFX

10.0 2.0 14.6 11.1 7.4 30 64 41 33 27 1.6 10.4 (88) 9.7 -0.2 15.7 10.1 5.8 32 55 24 31 42 2.8 11.0 (94)

+Avg +Avg

FB ]QQQQ

Vanguard Developed Markets Idx Admiral VTMGX Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX

QQQ

FB FQ FQ

8.1 -0.1 13.0

8.5

— 70 54 67

74 — 2.8 10.8 (98)

Avg

9.7 -1.6 13.3 9.5 — 70 69 78 94 — 2.3 11.16 (87) 12.0 2.9 18.2 12.0 7.7 29 30 37 54 52 1.7 9.53 (81) 9.8 2.4 15.2 10.9 7.5 34 56 27 36 27 2.1 11.16 (92) 8.5 -1.8 15.1 9.3 6.1 66 49 36 39 12 2.6 11.36 (95)

+Avg -Avg

QQQ QQQ

Vanguard International Explorer Inv VINEX

Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX

High

FV [QQQ

Avg Avg Avg

QQQ

8.3 -0.3 13.1

8.5 5.9

65 57 66

74 40

2.7 10.74 (98)

FG [QQ

Virtus Foreign Opportunities A JVIAX

4.4 0.4 9.7 9.9 7.0 97 82 95 52 37 0.8 10.0 (79)

World Stock

— 5.7 4.9 15.8 12.1 7.0 — — — — — — 9.37 (68) —

Œ QQQQ Œ QQQQ ´ QQQ „ [QQQQ

American Funds Capital World Gr&Inc A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX

5.0 3.7 16.9 12.6 8.2 63 62 36 45 24 2.2 8.44 (85) 8.0 9.1 17.8 13.9 9.2 15 17 22 21 7 0.5 8.78 (77)

-Avg -Avg

12.0 13.3 18.5 13.9 9.8

2 4 16 22 3 0.0 9.65 (47) — 5 7 28 3 — 0.3 10.74 (57)

Avg

10.8 12.2 17.4 17.3

Artisan Global Opportunities Inv ARTRX

+Avg

MSCI World Index MSCI EAFE Index

5.1 5.7 17.1 12.8 6.7 9.5 -0.7 15.4 10.0 5.5

Legend

Categories FA Foreign–Small/Mid Value FB Foreign–Large Blend FG Foreign–Large Growth FQ Foreign Small/Mid Blend FR Foreign–Small/Mid Growth

FV Foreign–Large Value SC Communications SF Financial SH Health SN Natural Resources

SP Equity Precious Metals SR Real Estate SU Utilities ST Technology

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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