(PUB) Investing 2015

40

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)

World Stock (cont’d)

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

—

—

BBH Global Core Select N BBGNX Dodge & Cox Global Stock DODWX

1.4 -2.0 — — — 76 72 — — — 1.1 8.53 (64) 18.3 14.4 — 68 56 6 17 — 1.2 9.88 (77) 6.8 3.3 15.9 15.1 8.5 14 29 20 10 15 0.3 9.62 (60) 2.7 1.6 13.5 11.4 8.2 61 45 52 68 18 2.1 7.54 (65) 0.8 -3.1 11.7 10.6 7.0 83 77 72 78 45 4.5 6.75 (59) 2.2 0.5 3.8 3.6 11.9 11.8 8.3 45 28 71 60 17 0.1 8.82 (72) 4.7 6.1 15.1 13.9 9.5 31 11 28 25 2 0.9 8.72 (68) 2.7 1.9 15.6 14.8 8.8 60 40 22 13 10 0.7 9.44 (71) 1.2 -0.2 16.7 13.2 8.3 79 61 15 37 18 1.1 10.64 (63) 3.7 1.7 17.7 14.8 — 47 43 9 13 — 0.8 10.16 (64)

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

ΠQQQQ

QQQQ

Fidelity Worldwide FWWFX

—

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

Franklin Mutual Global Discovery A TEDIX

Franklin Mutual Quest A TEQIX

Harding Loevner Global Equity Advisor HLMGX

Janus Global Research T JAWWX MFS Global Equity A MWEFX

Oakmark Global I OAKGX

Oakmark Global Select I OAKWX

9.9

Old Westbury Small & Mid Cap OWSMX

5.0 2.9 13.9 13.2

27 30 45 37 1 0.7 8.24 (64) 5 8 7 15 26 0.8 9.94 (71)

Oppenheimer Global A OPPAX

10.1 7.6 18.1 14.6 7.8

Oppenheimer Global Opportunities A OPGIX

6.8 1.8 14.3 11.6 8.8 13 41 39 64 10 0.2 12.74 (18) 1.0 -1.4 11.2 11.5 6.0 81 69 77 67 65 1.9 7.02 (67)

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

8.1

5.0 -2.7 9.9

— 26 75 86 94 — 1.7 8.65 (80)

4.2

1.7 -1.4 13.1 10.1

73 69 56 83 92 3.8 8.34 (77)

-0.9 -4.0 11.1 10.7 6.0 88 82 78 77 68 1.1 7.68 (65) -0.4 -7.0 8.5 10.1 — 87 93 93 82 — 2.0 9.03 (85) 2.8 1.9 15.8 14.9 8.9 59 40 21 11 9 1.0 9.46 (71) 3.6 1.5 15.3 13.6 6.7 48 45 26 30 50 1.5 8.83 (76)

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

Avg Avg

4.8 11.8

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

— — — 29 1 — — — 2.3 — (—)

„ QQQ

3.5 1.1 13.4 12.2 — 50 51 52 55 — 2.2 8.84 (87)

-Avg

QQQQ

— ES

5.8 0.9 13.1 9.1 7.6 69 5 50 83 29 2.5 8.8 (51) 12.7 6.6 11.8 9.9 — 3 31 52 42 — 2.2 9.52 (72) 3.5 -2.0 7.7 7.5 8.8 71 80 75 54 68 2.2 9.37 (73) 18.3 19.2 9.8 5.4 13.1 10 45 83 82 1 1.0 14.71 (37) -0.3 4.6 — — — 91 43 — — — 0.5 — (—) 6.5 28.2 23.6 10.3 — 6 6 7 1 — 0.2 21.9 (18) 8.1 9.4 12.4 10.5 12.1 23 17 14 9 16 0.4 10.64 (59) 4.2 2.4 7.9 7.8 12.0 65 61 71 43 32 0.9 9.98 (64) 5.0 -7.1 12.8 10.6 5.4 79 79 58 55 61 3.2 12.04 (86) 2.7 -6.1 7.1 6.6 8.3 37 44 12 8 25 0.8 9.31 (89) 1.5 -9.1 2.3 1.5 8.5 49 69 64 82 19 2.4 14.6 (74) 1.7 -6.9 5.8 6.0 8.5 47 51 26 14 20 0.8 11.77 (79) -1.2 -13.4 1.8 3.5 8.4 82 94 72 52 21 1.8 14.49 (66) -0.6 -10.6 4.7 6.0 10.3 76 81 36 14 2 0.3 12.14 (78) 0.0 -10.4 2.7 3.3 — 69 80 59 56 — 1.4 11.4 (81) 3.5 -2.2 4.8 4.4 7.4 28 16 35 35 49 0.6 12.72 (70)

Low Low Low Avg

„ „

QQQ QQQ QQQ

DP PJ

Ø CH

Matthews China Investor MCHFX

Matthews Emerging Asia Investor MEASX

— PJ NR

´

QQQQ QQQQ

Matthews India Investor MINDX

EI

High

Ø PJ

Matthews Pacific Tiger Investor MAPTX

Avg

´

QQQ QQQ

T. Rowe Price New Asia PRASX

PJ ES

-Avg

Œ

Vanguard European Stock Index Adm VEUSX

Avg

Diversified Emerg. Mkts.

— 1.8 -6.7 3.8 3.5 7.3 — — — — — — 12.25 (72) —

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

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

Low High -Avg High

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

-Avg +Avg +Avg

3.8 -2.4 4.1 4.1

7.9

24 17 40 39 36

2.6 13.13 (73)

0.3 -3.8 2.8 7.0 10.2 67 26 57 4 3 0.4 12.29 (56)

Avg

World Allocation

— 1.2 -2.3 7.1 8.0 5.5 — — — — — — 6.77 (82) —

American Funds Capital Income Bldr A CAIBX

0.1 -0.3 9.0 10.3 6.2 75 30 31 13 28 4.1 7.36 (79) 2.2 -4.6 9.2 7.9 — 27 84 28 61 — 0.0 8.2 (59) 2.9 1.2 8.4 7.9 7.1 16 13 40 59 15 2.1 5.56 (92) 1.8 -1.5 9.1 10.1 8.7 40 49 29 18 7 0.5 6.19 (89) 0.6 -1.5 8.5 8.2 — 63 50 38 54 — 1.1 5.09 (84)

+Avg +Avg -Avg

Appleseed APPLX

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

3.6 4.3 2.5 4.5 — 7 1 87 92 — 0.1 7.39 (54)

+Avg

MSCI Emerging Markets Index

1.6 -6.4 2.3 3.2 7.1 2.6 1.4 14.3 13.1 6.4 8.8 2.7 11.2 8.8 5.4

MSCI World 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.