(PUB) Investing 2015

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 06-30-15

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)

Foreign Stock

— 7.3 -3.0 12.5 10.4 6.1 — — — — — — 10.44 (81) —

QQQQ

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

— FV

6.6 -4.2 12.4 10.0 5.2 35 27 17 17 24 2.3 10.68 (90) 7.0 0.6 12.3 9.7 7.4 37 33 31 49 15 1.3 9.21 (89) 2.1 -7.5 10.4 9.6 — 95 90 59 37 — 2.6 9.86 (93) 3.8 -0.7 13.5 13.1 7.7 90 46 16 6 10 0.7 10.03 (76) 4.3 -2.5 16.4 14.4 10.0 83 36 2 1 1 1.5 9.01 (72) 5.0 -3.6 12.0 11.1 5.4 73 52 26 11 39 2.2 10.08 (85) 3.7 -12.0 6.9 8.9 7.8 95 95 96 97 56 0.8 10.23 (58) 5.2 -5.0 11.3 10.6 9.2 78 81 80 82 19 1.5 9.45 (88) 3.9 -3.6 15.4 11.2 7.0 85 53 3 10 16 2.2 11.14 (89) 8.7 2.1 14.1 11.4 5.9 18 20 10 22 56 1.0 9.86 (84) 8.4 0.7 13.6 11.1 6.3 20 32 15 25 43 0.6 10.35 (86) 11.9 -3.4 15.2 13.5 10.1 25 76 41 37 10 0.0 12.84 (64)

-Avg Low -Avg

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

FG ]QQQ

QQQ

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

QQQQ QQQQ

Artisan International Investor ARTIX

Avg

Artisan International Small Cap Investor ARTJX

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

Low Avg Avg -Avg High

QQQQ

QQQ

QQQQ

FG [QQQ FG ]QQQQ

Avg

+Avg

QQQQ QQQQ

Fidelity Overseas FOSFX

11.0 2.9 16.1 12.6 6.0

2 5 3 4 29 1.6 9.87 (86)

Avg

Fidelity Spartan International Idx Inv FSIIX

6.2 -4.2 11.9 9.8 5.2 44 63 29 29 45 2.5 10.63 (94) 6.1 -1.9 8.7 8.5 8.0 48 28 87 68 6 1.0 7.2 (83)

+Avg

QQQ

First Eagle Overseas A SGOVX

Low

QQQQ

Harbor International Institutional HAINX Harding Loevner International Eq Inv HLMNX

7.4 -4.1 10.0 9.8 8.1 16 61 66 30 5 2.0 10.75 (90)

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

QQQ

5.1 -0.6 10.1 9.4

7.3

77 46 71 55 16

0.6 10.34 (89)

IVA International A IVIOX

5.2 1.9 9.9 9.2 — 81 21 86 89 — 2.7 5.4 (80)

20.7 16.3

QQQQQ

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

— FG — FB

8.2 7.8

— 21 6 1 1 — 0.6 10.98 (57)

QQQQ

6.4 -0.8 14.1 10.2 7.1 37 18 9 20 15 1.1 10.81 (86)

3.2

FB FB FB

2.7 -13.9 10.4 6.3

92 100 59 92 89 3.6 12.75 (66)

QQQQ

6.5 -2.6 11.7 9.9 5.9 35 37 33 28 30 3.1 9.93 (82) 3.4 -11.2 7.8 6.4 5.6 88 97 91 92 36 1.2 11.1 (86)

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

FB [WWW

5.9 0.5

11.3 10.4 5.3

53 12

41 18 43

0.7 — (—)

QQQQQ

Oakmark International I OAKIX

5.3 -2.5 16.6 12.0 8.3 68 36 1 7 4 2.0 11.66 (76)

High

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

11.3 -1.8 13.9 10.5 7.7 23 48 63 73 22 1.5 11.04 (78) 6.7 -3.2 12.5 11.6 8.1 45 78 27 18 2 0.8 10.57 (82) 4.8 -2.2 9.3 8.7 6.6 82 63 80 72 34 1.7 9.19 (88) 10.6 4.0 15.9 13.7 10.0 47 20 28 31 11 0.7 8.67 (80) 7.6 0.8 11.2 10.0 6.3 27 30 59 43 45 1.1 10.02 (91) 6.8 -4.3 11.7 10.1 5.5 28 28 33 16 17 3.0 10.08 (92) 6.8 -1.9 12.1 10.8 — 27 28 25 13 — 2.7 9.62 (93)

+Avg +Avg

FG ]QQQQ

QQQ

Scout International UMBWX

FG FR FG FV FB FG FV FG

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 Thornburg International Value A TGVAX Tweedy, Browne Global Value TBGVX 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 Vanguard International Explorer Inv VINEX Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX USAA International USIFX

QQQ

QQQQ QQQQ

-Avg -Avg +Avg

12.7 9.0

QQQ

10.9 8.5 7.1

3 3 63 76 25 0.8 10.39 (78)

QQQQQ

1.5 -1.6 10.8 10.2 6.6 93 5 55 16 1 1.2 6.88 (71) 6.8 -1.3 11.3 10.4 7.1 44 50 57 38 23 1.6 10.24 (88)

Low Avg

QQQQ QQQQ

6.6 -4.0 12.0 9.8 5.3 32 58 28 28 42 2.9 10.66 (94)

+Avg

FB [QQ

5.2 -4.4 9.8

8.2

— 70 65 71

73 — 2.8 10.58 (98)

Avg

FQ FQ FG

7.3 -5.8 11.0 9.1 — 74 80 81 93 — 2.4 11.18 (88) 10.7 0.6 16.3 11.8 7.3 25 28 33 51 48 1.7 9.53 (82) 6.6 -1.6 12.2 10.5 7.0 47 57 35 36 27 2.1 11.18 (93)

+Avg -Avg High

QQQ QQQ

FV ]QQQQ

5.4 -6.2 11.8 9.2 5.7 65 61 32 35 10 2.6 11.16 (95)

Avg Avg

QQQ

FB FG

5.4 -4.6 9.9

8.2 5.4

64 71 69

74 39

2.7 10.54 (98)

Virtus Foreign Opportunities A JVIAX

2.4 -3.0 7.3 9.2 6.4 97 75 95 59 41 0.8 9.84 (78)

-Avg

World Stock

— 3.4 0.6 13.5 12.3 6.7 — — — — — — 9.39 (69) —

Œ QQQQ Œ QQQQ ´ ]QQQQ „ ]QQQQQ „ QQQQQ

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

2.9 0.9 14.1 12.6 7.8 57 52 42 48 28 2.2 8.3 (85) 5.5 5.3 15.2 13.9 8.9 21 16 27 26 8 0.6 8.85 (77)

Low -Avg

11.8

9.1 17.6 14.4 9.4

3 4 10 18 4 0.0 9.68 (49) — 5 7 17 2 — 0.3 10.81 (61)

Avg

10.0 8.0 16.4 18.0

Artisan Global Opportunities Inv ARTRX Artisan Global Value Investor ARTGX

High -Avg

1.0 -0.2 15.8 15.6 — 82 60 21 8 — 0.5 8.53 (64)

MSCI World Index MSCI EAFE Index

2.6 1.4 14.3 13.1 6.4 6.1 -4.7 11.6 9.7 5.0

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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