(PUB) Investing 2015

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 07-31-15

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)

Foreign Stock

— 7.5 -0.1 12.3 8.5 5.7 — — — — — — 10.47 (81) —

QQQQ

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

— FV

8.0 -0.1 12.4 8.1 5.0 32 26 22 17 16 2.3 10.68 (90) 7.1 2.9 11.7 7.9 6.9 52 46 41 53 18 1.3 9.21 (89) 2.2 -5.0 9.8 7.6 — 93 88 68 40 — 2.6 9.85 (93) 3.0 1.7 12.5 11.0 7.2 98 64 26 8 12 0.7 10.07 (76) 8.3 -0.6 13.7 10.6 9.0 61 78 52 55 16 0.0 13.11 (64) 6.6 0.1 12.3 9.1 5.4 57 51 27 11 34 2.2 10.08 (84) 1.1 -13.2 4.6 6.9 7.0 96 97 97 97 70 0.8 10.19 (58) 3.3 -4.5 10.4 8.3 8.4 87 85 82 84 19 1.5 9.58 (87) 2.2 -4.3 14.5 8.6 6.5 93 86 6 16 17 2.2 11.26 (89) 11.2 6.9 14.5 9.9 5.8 11 16 9 21 54 1.0 9.89 (83) 11.2 6.3 14.1 9.5 6.2 11 20 12 25 37 0.6 10.38 (84) 4.3 0.6 15.8 12.6 9.7 82 44 3 2 1 1.5 9.05 (72) 8.0 -0.2 12.3 7.9 5.1 29 56 27 30 41 2.5 10.63 (93) 4.5 -1.4 8.1 7.4 7.4 80 72 89 48 7 1.0 7.3 (82) 6.3 7.0 14.0 — — 62 4 9 — — 1.9 6.86 (49) 7.4 -0.6 9.6 7.7 7.6 45 62 72 37 6 2.0 10.76 (90) 13.5 8.7 16.3 11.0 5.8 1 2 2 4 25 1.5 9.88 (85)

-Avg Low -Avg

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

FG [QQ

QQQ

FG [QQQ FR [QQQ

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

FB FB FR FR FB FG FB FB FB

Low Avg Avg -Avg High

QQQQ

QQQ

QQQQ

FG ]QQQQ

Avg

QQQQ QQQQ QQQQ

+Avg

Fidelity Overseas FOSFX

Avg

Fidelity Spartan International Idx Inv FSIIX

+Avg

QQQ

First Eagle Overseas A SGOVX

Low

E FMI International FMIJX

— FB ]QQQQQ

Low

FB [QQQ

Harbor International Institutional HAINX Harding Loevner International Eq Inv HLMNX

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

QQQ

FG FQ

4.6 0.0 9.2 7.6

6.8

89 79 78 61 22

0.6 10.33 (89)

IVA International A IVIOX

5.1 1.8 9.6 8.3 — 75 38 86 74 — 2.7 5.43 (80)

20.5 14.4

QQQQQ

JOHCM International Select II JOHAX

— FG

8.5 11.2

— 27 5 1 1 — 0.6 11.0 (58)

QQQQ

Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX MainStay ICAP International I ICEUX

— FB

6.6 2.4 13.8 8.2 6.5 58 23 11 25 15 1.1 10.82 (86) 3.8 -11.9 11.4 5.1 3.1 87 97 41 87 88 3.5 12.66 (68) 7.5 0.8 11.0 8.0 5.4 43 41 47 29 32 3.1 9.88 (83)

FB FB FB FB FB FQ FG FR FG FV FB

QQQQ

4.0

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

1.1 -9.9 6.7

5.0 96 96 93 93 43 1.2 11.23 (85)

WWW

5.5 3.4

10.7 8.3 4.7

71 18

51 22 53

0.7 — (—)

QQQQQ

Oakmark International I OAKIX

6.3 1.5 16.6 10.1 8.0 62 32 2 7 4 1.9 11.66 (76) 9.7 -0.9 14.1 8.2 6.9 39 65 60 79 39 1.5 11.01 (81) 8.3 2.4 12.6 10.2 7.8 29 52 25 18 1 0.8 10.57 (81) 10.4 6.6 15.9 11.9 9.4 56 28 36 33 14 0.7 8.66 (82) 8.3 3.6 11.3 8.0 6.0 29 37 52 50 44 1.1 10.01 (91) 7.9 -1.7 12.1 8.0 5.2 34 40 32 20 13 3.0 10.07 (92) 7.3 1.0 12.0 8.7 — 46 37 33 14 — 2.7 9.62 (93)

High +Avg +Avg

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX 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

QQQQ

QQQQQ

Low Avg

QQQ

QQQQ QQQQ

-Avg -Avg +Avg +Avg

-4.0 -15.0 4.4

2.5

— FA

4.0

95 95 98 97 100 7.6 12.1 (76) 2 2 62 65 25 0.8 10.38 (77)

14.9 12.9

QQQ

FG FV

10.8 7.4 6.8

QQQQQ

3.2 1.6 10.5 9.6 6.4 83 8 61 8 1 1.2 6.84 (70)

Low

QQQQ

USAA International USIFX

8.8 3.5 11.7 8.9 6.8 25 37 39 37 23 1.6 10.25 (87) 8.0 -0.5 12.4 7.9 5.1 31 60 26 33 39 2.9 10.66 (94)

Avg

FB [QQQ

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

+Avg

FB FQ FQ

4.6 -3.5 9.4

6.0

— 79 83 76

78 — 2.8 10.61 (98)

Avg

4.5 -5.7 10.1 6.5 — 80 83 83 94 — 2.4 11.35 (87) 12.0 3.9 16.8 10.0 7.0 23 26 21 49 31 1.7 9.49 (83) 5.5 -1.2 11.4 8.2 6.6 83 92 46 46 30 2.2 11.25 (92) 5.3 -4.3 11.3 6.9 5.3 70 69 46 45 11 2.6 11.18 (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 FB [QQ FG ]QQQ

Avg Avg Avg

4.6 -3.9 9.4

5.9 5.0

79 84 75

79 43

2.8 10.58 (98)

Virtus Foreign Opportunities A JVIAX

6.3 2.2 8.0 9.1 6.6 72 55 88 32 27 0.8 9.99 (73)

World Stock

— 4.5 4.1 13.6 10.9 6.3 — — — — — — 9.38 (69) —

Œ [QQQ Œ QQQQ ´ QQQQ „ QQQQQ

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

4.6 4.4 14.0 10.8 7.6 48 54 45 55 25 2.2 8.3 (84) 7.8 9.7 15.5 12.8 8.7 17 14 28 20 7 0.6 8.87 (76)

Low -Avg

11.2 12.7 17.2 12.7 8.7

5 5 14 22 6 0.0 9.73 (50) — 6 15 26 3 — 0.3 10.8 (61)

Avg

10.6 9.5 15.8 16.2

Artisan Global Opportunities Inv ARTRX

+Avg

MSCI World Index MSCI EAFE Index

4.5 4.9 14.5 11.7 6.2 8.3 -0.1 12.3 7.8 4.9

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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