(PUB) Investing 2015

40

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 09-30-15

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)

— -5.5 -5.0 7.9 7.4 4.9 — — — — — — 10.56 (74) —

„ QQQQQ

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

-6.7 -4.3 10.0 11.0 — 67 47 21 5 — 0.5 9.62 (72)

-Avg

— -5.52 -5.40

—

— — — 48 58 — — — 1.1 — — — 9.8 8.2 — 93 92 23 37 — 1.4 11.6 (81) +Avg

ΠQQQ

-11.2 -12.3

QQQQ

Fidelity Worldwide FWWFX

—

-2.0 -1.2 10.2 9.9 6.7 16 17 20 12 13 0.3 10.99 (67) -7.2 -6.3 7.7 7.2 6.4 73 69 54 60 14 2.3 9.22 (73) -8.0 -6.9 6.8 7.0 5.5 79 73 69 64 38 4.6 7.96 (69) -4.9 -4.0 6.7 7.2 6.3 40 43 71 61 19 0.1 10.06 (78) -6.2 -3.4 9.3 8.0 7.3 59 37 29 40 5 1.0 10.37 (76) -5.3 -2.2 9.9 10.0 7.1 46 26 22 10 9 0.8 10.78 (76) -9.7 -6.9 11.5 8.1 6.2 89 73 8 39 21 1.3 12.1 (75)

+Avg

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

Franklin Mutual Global Discovery A TEDIX

Low

Franklin Mutual Quest A TEQIX

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

Harding Loevner Global Equity Advisor HLMGX

Janus Global Research T JAWWX MFS Global Equity A MWEFX

Oakmark Global I OAKGX

-5.2 -3.4 13.0 10.7 — 43 38 4 6 — 0.9 11.71 (74)

Oakmark Global Select I OAKWX

8.2

Old Westbury Small & Mid Cap OWSMX

-3.4 -0.5 8.9 8.1

24 15 35 39 2 0.8 9.24 (72)

Oppenheimer Global A OPPAX

-1.6 -1.9 10.9 8.9 5.7 13 22 12 26 34 0.8 11.62 (78)

Oppenheimer Global Opportunities A OPGIX

-0.5 2.2 10.3 7.7 7.2

7 5 18 47 8 0.3 13.52 (27)

Perkins Global Value T JGVAX

-5.0 -4.7 6.9 8.0 4.9 41 52 68 42 53 2.0 7.9 (74)

-12.1 -12.0 4.8

3.6 2.0

Third Avenue Value Instl TAVFX Tweedy, Browne Value TWEBX

95 90 88 92 95 4.4 9.85 (79)

-8.4 -10.2 6.5 7.4 4.9 82 86 74 56 54 1.2 8.81 (73)

3.1

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

-9.6 -11.8

5.4 — 88 89 95 81 — 2.2 10.31 (88)

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

-5.2 -2.2 10.1 10.1 7.3 43 25 21 10 6 1.1 10.78 (76) -5.2 -4.1 9.6 8.3 4.8 44 44 25 35 56 1.6 9.88 (82)

´

3.0 9.4

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 1 — — — 2.4 — (—)

„ QQQ

-6.2 -5.9 7.4 7.0 — 60 64 59 63 — 2.4 10.05 (90)

Avg

QQQQ

— ES

-3.1 -4.2 7.8 5.8 5.8 75 73 44 55 31 2.8 10.42 (59) -0.9 -4.3 4.9 4.7 — 12 36 70 11 — 1.5 10.82 (77) -7.2 -10.4 0.5 2.8 6.8 24 42 58 13 68 2.4 10.15 (77) -7.2 -5.2 1.1 -2.9 9.5 12 37 83 93 1 1.3 17.39 (42) -7.0 -6.9 — — — 21 14 — — — 0.5 — (—) 2.2 10.4 16.6 5.6 — 12 12 7 1 — 0.2 21.25 (19) -8.9 -10.0 3.4 2.9 8.9 31 34 14 11 32 0.5 12.49 (61) -10.5 -11.2 0.1 0.9 8.9 36 50 69 46 27 1.0 11.42 (65) -4.0 -8.3 6.5 4.7 3.6 80 79 69 69 63 3.5 12.99 (87) -9.8 -13.1 0.3 0.6 5.7 13 12 10 6 11 1.0 10.47 (91) -17.9 -23.1 -6.9 -6.2 4.5 84 81 79 88 30 2.5 15.82 (71) -14.1 -17.4 -2.2 -1.2 4.6 45 38 26 19 29 0.9 13.05 (80) -20.1 -25.5 -7.3 -4.5 4.1 93 91 83 68 43 2.2 15.85 (69) -17.8 -23.4 -4.0 -1.8 6.4 83 83 44 25 4 0.3 13.73 (79) -15.4 -22.5 -4.8 -3.4 — 58 79 53 47 — 1.6 12.41 (81) -12.8 -15.3 -3.6 -2.7 3.7 30 22 40 36 57 0.7 13.79 (70)

Low Low Low Avg

„ „ ´ ´ „ ´

QQQ

DP PJ

QQQQ

CH [QQQ

Matthews China Investor MCHFX

Matthews Emerging Asia Investor MEASX

— PJ NR

[QQQ

Matthews India Investor MINDX

EI

High Avg Low +Avg

QQQQ

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.

— -14.4 -18.8 -4.1 -3.4 3.8 — — — — — — 13.45 (72) —

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

-15.1 -18.2 -4.7 -3.4

4.1

56 43 49 45 43

3.3 14.57 (73)

-9.8 -12.4 -2.4 1.1 7.2 13 9 28 2 2 0.5 13.12 (58)

Avg

World Allocation

— -5.6 -6.2 3.0 4.3 4.3 — — — — — — 7.42 (84) —

American Funds Capital Income Bldr A CAIBX

-5.3 -4.1 5.5 6.7 5.3 56 32 18 9 25 4.3 8.13 (84) -7.5 -8.9 3.3 4.6 — 84 84 62 51 — 0.0 8.93 (56) -3.8 -4.4 4.4 4.7 5.7 28 39 39 49 17 1.9 6.29 (93) -5.2 -5.1 4.9 6.7 7.1 54 50 28 9 6 0.6 6.78 (89) -3.4 -4.2 5.7 5.5 — 21 36 16 33 — 1.2 5.46 (88)

+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

-4.0 -3.7 -1.8 0.9 — 33 27 92 94 — 0.0 8.08 (61)

+Avg

MSCI Emerging Markets Index

-15.9 -19.4 -5.6 -4.2 3.4 -5.2 -9.3 6.0 4.3 3.3 -6.0 -5.1 8.6 8.3 4.7

MSCI Europe Index MSCI World 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.