(PUB) Investing 2015

40

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 08-31-15

Total Return % Category Rank

12- Mo Yld %

Stand- ard Devia- tion (R²)

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

World Stock (cont’d)

— -2.2 -4.9 10.3 10.2 5.5 — — — — — — 10.31 (73) —

„ QQQQQ

Artisan Global Value Investor ARTGX BBH Global Core Select N BBGNX Dodge & Cox Global Stock DODWX

-3.9 -4.4 12.0 13.6 — 71 50 27 6 — 0.5 9.39 (71)

-Avg

—

— -2.9 -5.0 — — — 58 56 — — — 1.1 — — —

ΠQQQ

-6.3 -10.4 13.1 11.5 — 91 86 17 31 — 1.3 11.11 (80) 1.5 -0.7 12.7 13.2 7.3 14 17 19 8 13 0.3 10.77 (66) -2.5 -3.8 10.1 9.4 7.3 54 44 52 67 14 2.2 8.65 (71) -3.6 -5.9 8.6 9.1 6.1 68 64 72 71 39 4.6 7.37 (65) -1.2 -1.7 8.9 10.1 7.1 36 25 68 55 17 0.1 9.78 (77) -1.3 -1.4 12.0 11.5 8.1 37 22 27 31 4 0.9 9.84 (74) -2.5 -2.1 11.9 12.8 7.6 54 28 29 11 10 0.7 10.58 (75) -5.8 -6.3 13.6 11.0 7.0 87 68 13 38 18 1.2 11.72 (71)

+Avg +Avg

QQQQ

Fidelity Worldwide FWWFX

—

„ QQQQ

Franklin Mutual Global Discovery A TEDIX

Low

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

Franklin Mutual Quest A TEQIX

Low -Avg Avg Avg High

Harding Loevner Global Equity Advisor HLMGX

Janus Global Research T JAWWX MFS Global Equity A MWEFX

Oakmark Global I OAKGX

-0.7 -1.5 15.0 13.6 — 31 22 5 6 — 0.8 11.24 (69)

Oakmark Global Select I OAKWX

+Avg

8.7

Old Westbury Small & Mid Cap OWSMX

-0.5 -1.9 10.8 11.2

28 27 42 37 1 0.8 9.02 (71) 6 7 9 19 31 0.8 11.12 (77)

Low

Oppenheimer Global A OPPAX

3.6 1.6 14.0 12.2 6.5

+Avg High

Oppenheimer Global Opportunities A OPGIX

1.2 -1.5 12.1 10.5 7.7 15 23 26 46 9 0.3 13.49 (27) -2.5 -4.4 8.4 9.7 5.4 54 51 76 62 56 1.9 7.69 (72)

Perkins Global Value T JGVAX

Low

-8.0 -11.5

7.0 2.8

Third Avenue Value Instl TAVFX Tweedy, Browne Value TWEBX

8.0

94 90 79 88 96 4.2 9.71 (78)

-Avg Low -Avg +Avg

-5.3 -8.3 8.1 9.4 5.3 84 79 78 67 56 1.2 8.52 (70)

5.2

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

-5.3 -9.6

7.9 — 83 85 94 82 — 2.1 9.93 (87)

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

-2.5 -2.1 12.0 12.9 7.7 53 28 27 10 8 1.0 10.6 (75) -2.6 -5.2 11.8 11.2 5.5 56 59 29 36 53 1.6 9.76 (81)

Avg

´

8.9

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

3.6

— — — 6 1 — — — 2.4 — (—)

„ QQQ

-2.9 -6.0 9.8 9.8 — 59 65 57 61 — 2.4 9.85 (89)

Avg

QQQQ

— ES

2.6 0.1 10.3 8.1 6.7 62 2 45 61 21 2.6 9.75 (56) 2.3 -4.8 7.4 6.7 — 9 6 67 43 — 2.4 10.78 (76) -5.4 -12.9 2.7 4.4 7.4 22 32 67 23 68 2.4 10.44 (78) -6.8 -10.4 2.5 -0.9 10.0 21 51 83 96 4 1.3 17.52 (45) -4.1 -2.4 — — — 15 2 — — — 0.5 — (—) -0.3 10.0 20.8 7.5 — 12 12 7 1 — 0.2 22.43 (23) -8.1 -11.7 5.9 5.3 9.6 32 26 12 9 27 0.5 12.95 (64) -10.0 -14.9 2.2 3.3 9.6 41 54 70 54 32 1.0 11.92 (68) 0.1 -8.2 9.1 7.9 4.3 81 84 63 65 63 3.4 12.78 (87) -15.1 -27.0 -3.8 -3.4 5.7 82 84 73 88 33 2.9 16.22 (73) -11.6 -20.4 0.5 1.4 6.0 41 37 23 20 23 0.9 13.3 (81) -15.7 -28.4 -4.1 -1.4 5.7 86 91 77 59 30 2.1 15.88 (69) -15.4 -25.8 -1.4 1.1 7.8 84 80 42 22 3 0.3 13.98 (80) -12.4 -23.6 -2.1 -0.8 — 48 67 49 45 — 1.6 12.64 (81) -11.1 -19.3 -1.1 -0.1 4.8 34 30 39 36 59 0.7 14.19 (72) -6.7 -13.6 2.7 3.1 6.6 7 7 9 5 12 0.9 10.48 (91)

Low Low Low Avg

„ „ ´

QQQ

DP PJ

QQQQ

CH ]QQQQ

Matthews China Investor MCHFX

Matthews Emerging Asia Investor MEASX

— PJ NR

´

QQQQ QQQQ

Matthews India Investor MINDX

EI

High Avg -Avg +Avg

Œ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

´

QQQ QQQ

T. Rowe Price New Asia PRASX

Œ

Vanguard European Stock Index Adm VEUSX

Diversified Emerg. Mkts.

— -12.0 -21.7 -1.7 -0.9 4.9 — — — — — — 13.73 (74) —

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

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

Low 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

High

Avg

-Avg Avg +Avg -Avg

-12.2 -21.5 -1.9 -0.6

5.3

46 46 46 42 42

3.1 14.82 (74)

-9.2 -16.7 -1.1 3.3 8.1 22 16 38 3 2 0.5 13.26 (62)

World Allocation

— -3.2 -6.6 4.4 6.1 4.7 — — — — — — 7.3 (84) —

American Funds Capital Income Bldr A CAIBX

-3.4 -4.3 6.7 8.3 5.6 67 28 23 15 26 4.2 8.01 (83) -4.5 -10.0 4.8 6.5 — 81 87 62 49 — 0.0 8.71 (53) -0.9 -3.3 6.1 6.4 6.3 11 16 34 50 15 1.9 6.04 (93) -2.3 -5.1 6.8 8.9 7.8 43 43 22 8 6 0.5 6.57 (89) -1.5 -4.2 7.1 7.2 — 25 27 18 33 — 1.1 5.35 (87) -1.0 -2.4 -0.2 2.6 — 13 7 91 94 — 0.1 7.97 (60)

+Avg +Avg -Avg

Appleseed APPLX

BlackRock Global Allocation Inv A MDLOX

First Eagle Global A SGENX IVA Worldwide A IVWAX

Avg Low

ˇ Q

PIMCO Global Multi-Asset D PGMDX

+Avg

MSCI Emerging Markets Index

-13.2 -23.3 -3.0 -1.4 4.5 -2.4 -4.1 10.9 11.1 5.4 0.3 -5.9 8.0 6.3 3.8

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.