(PUB) Investing 2015

40

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)

World Stock (cont’d)

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

„ QQQQQ Œ [QQQ

Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

2.4 3.3 15.8 14.2 — 76 62 25 8 — 0.5 8.53 (64) 1.3 -0.1 17.3 12.2 — 83 79 13 31 — 1.2 9.97 (76)

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

QQQQ

Fidelity Worldwide FWWFX

—

9.3 9.4 16.5 13.9 8.2

9 15 18 9 12 0.3 9.64 (59)

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

Franklin Mutual Global Discovery A TEDIX

4.1 4.8 13.4 10.4 8.0 55 51 54 62 15 2.0 7.54 (64) 0.9 -1.5 11.2 9.5 6.6 84 84 77 75 47 4.5 6.76 (59) 5.8 7.4 12.5 10.7 8.1 33 28 65 58 14 0.1 8.82 (72) 5.8 9.3 15.4 12.6 9.1 33 16 30 25 3 0.9 8.71 (69) 5.1 7.4 16.0 13.5 8.6 42 28 23 13 9 0.7 9.46 (70) 1.8 3.1 17.3 11.5 7.9 81 63 13 40 17 1.1 10.57 (65) 6.5 7.0 18.3 13.8 — 24 31 8 9 — 0.8 10.18 (63)

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

9.4

Old Westbury Small & Mid Cap OWSMX

5.3 6.2 13.9 11.5

39 37 47 41 2 0.7 8.24 (65) 3 5 7 18 28 0.7 9.93 (71)

12.2 12.7

18.6 12.9 7.5

Oppenheimer Global A OPPAX

Oppenheimer Global Opportunities A OPGIX

8.9 12.1 15.8 10.4 8.5 12 8 26 63 10 0.2 12.63 (19) 2.4 2.0 11.0 11.1 6.0 76 69 78 50 59 1.8 7.01 (66)

Perkins Global Value T JGVAX Third Avenue Value Instl TAVFX

-1.3 -3.6

7.9 3.6

11.3

92 89 76 86 95 3.9 8.66 (74)

Tweedy, Browne Value TWEBX

0.4 -1.0 10.7 10.1 5.9 86 82 81 68 60 1.1 7.63 (64)

8.5

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

1.4 -2.7

9.0 — 82 88 92 79 — 2.0 9.03 (84)

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

5.2 7.4 16.1 13.6 8.7 41 28 22 12 7 1.0 9.47 (69) 3.9 3.8 15.4 11.9 6.3 59 58 29 36 53 1.5 8.82 (77)

Avg Avg

7.9 16.7

´

Vanguard Global Minimum Volatility Inv VMVFX

NR

— — — 16 1 — — — 2.3 — (—)

„ QQQ

Vanguard Total World Stock Index Inv VTWSX

3.9 3.3 13.3 10.4 — 58 62 55 62 — 2.2 8.85 (87)

-Avg

Regional Stock Franklin Mutual European A TEMIX Matthews Asia Dividend Investor MAPIX Matthews Asian Growth & Inc Investor MACSX

QQQQ

— ES

9.2 7.9 13.6 8.7 7.5 56 2 55 58 21 2.4 8.87 (48) 10.5 3.6 10.5 8.2 — 9 31 55 29 — 2.2 9.65 (71) 2.7 -4.6 6.3 6.3 8.1 23 59 67 23 68 2.2 9.29 (74) 6.5 3.2 7.4 1.7 11.4 12 52 83 96 4 1.2 15.77 (36) 1.5 5.2 — — — 35 3 — — — 0.5 — (—) 7.2 23.8 24.5 9.1 — 18 12 7 1 — 0.2 21.82 (18) 2.5 0.8 10.5 7.8 10.6 25 23 13 15 16 0.5 11.22 (56) -0.6 -5.0 5.8 5.5 10.5 58 62 72 37 32 0.9 10.44 (61) 7.7 -0.7 13.5 8.5 5.2 76 77 59 67 61 3.2 12.07 (85) -6.6 -17.9 -0.3 -1.9 6.9 82 87 68 87 29 2.6 15.36 (70) -2.6 -10.6 3.9 3.0 7.2 35 36 22 19 23 0.8 12.08 (77) -6.5 -18.9 -0.6 0.2 7.0 80 92 73 58 26 1.9 14.82 (65) -5.3 -14.5 2.9 3.0 9.1 67 70 32 19 3 0.3 12.51 (76) -4.9 -15.4 0.9 0.6 — 61 77 51 49 — 1.5 11.79 (78) -2.3 -8.3 2.2 1.4 5.9 33 24 40 35 55 0.6 13.16 (67) 1.1 -5.9 5.8 4.6 7.6 8 11 10 6 15 0.9 9.35 (89)

Low Low Low Avg

„ „ ´

QQQ

DP

PJ ]QQQQ

QQQ

Matthews China Investor MCHFX

CH

Matthews Emerging Asia Investor MEASX

— PJ NR

´

QQQQ QQQQ

Matthews India Investor MINDX

EI

High

Œ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

Avg

´

QQQ QQQ

T. Rowe Price New Asia PRASX

-Avg

Œ

Vanguard European Stock Index Adm VEUSX

Avg

Diversified Emerg. Mkts.

— -3.7 -12.1 1.6 0.6 6.0 — — — — — — 12.73 (69) —

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

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

Low High -Avg +Avg

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

-3.2 -10.4 1.5 0.9

6.5

40 35 46 43 42

2.8 13.77 (69)

+Avg

-0.9 -6.2 2.2 5.3 9.3 22 13 39 3 2 0.4 12.32 (56)

Avg

World Allocation

— 1.2 -0.8 6.7 6.8 5.4 — — — — — — 6.73 (82) —

American Funds Capital Income Bldr A CAIBX

1.6 2.9 8.7 9.2 6.2 48 16 30 12 28 4.0 7.32 (78) -2.5 -7.3 6.4 6.4 — 92 93 68 69 — 0.0 8.65 (55) 2.7 2.1 8.0 7.0 6.9 26 29 45 56 17 1.8 5.58 (92) 0.7 -0.9 8.6 8.9 8.2 67 63 33 16 8 0.5 6.27 (89) 1.0 -0.4 8.6 7.5 — 63 60 30 43 — 1.1 5.08 (86)

+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

4.6 5.2 2.3 3.5 — 7 5 88 93 — 0.1 7.36 (53)

+Avg

MSCI Emerging Markets Index

-4.8 -13.5 0.2 -0.2 5.7 4.5 4.9 14.5 11.7 6.2 8.8 0.8 10.8 7.5 5.2

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.