(PUB) Investing 2015

40

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 10-31-15

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)

— 0.7 0.3 10.5 8.0 5.9 — — — — — — 11.12 (76) —

„ QQQQQ „ QQQQQ

7.9

4.9 13.4 12.4

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

— 4 13 15 3 — 0.3 12.11 (73)

+Avg -Avg

0.4 1.7 12.7 11.8 — 57 40 21 4 — 0.5 10.37 (75) 1.2 3.3 — — — 45 24 — — — 1.1 — (—) 12.8 9.0 — 87 85 20 32 — 1.3 12.42 (84) 3.8 3.1 12.5 10.2 7.5 17 27 23 15 13 0.3 11.34 (70) -3.6 -4.2 -1.3 -0.3 9.9 7.9 7.4 73 61 60 57 15 2.2 9.76 (76) -3.9 -2.9 8.2 7.2 6.2 88 80 82 70 43 4.5 8.26 (71) 3.6 2.3 10.7 8.1 7.5 18 34 49 54 14 0.1 10.97 (83) 0.3 2.0 12.0 8.6 8.2 59 36 30 42 7 0.9 10.9 (79) 2.0 3.9 12.6 10.8 8.1 35 18 22 9 7 0.7 11.48 (79) -1.3 1.7 14.5 9.3 7.4 73 40 8 28 17 1.2 13.01 (77) 5.1 6.2 15.9 12.1 — 12 8 3 3 — 0.8 12.98 (77)

—

NR

ΠQQQ

+Avg

QQQQ

Fidelity Worldwide FWWFX

—

Avg

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

Franklin Mutual Global Discovery A TEDIX

Low Low Avg Avg Avg

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

High High Low +Avg High

Oakmark Global Select I OAKWX

9.2

Old Westbury Small & Mid Cap OWSMX

2.6 2.9 11.3 8.6

28 28 39 42 2 0.7 9.73 (75) 7 9 14 23 32 0.8 12.33 (80)

Oppenheimer Global A OPPAX

6.3 5.8 13.5 9.7 6.8

Oppenheimer Global Opportunities A OPGIX

4.1 5.5 13.4 8.0 7.9 16 11 14 55 10 0.3 13.4 (30)

Perkins Global Value T JGVAX Tweedy, Browne Value TWEBX

0.2 0.3 9.3 8.7 5.8 59 55 69 38 55 1.9 8.32 (78)

Low Low Avg

5.7 80 78 76 55 58 1.2 9.46 (76) — 87 84 94 81 — 2.1 10.93 (90)

-2.4 -2.8 8.7 8.0

5.3 6.0

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

-3.6 -4.1

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

2.1 4.0 12.7 10.8 8.2 34 17 20 8 6 1.0 11.46 (79) 1.3 1.2 12.0 8.9 5.9 44 46 29 34 52 1.5 10.48 (84)

+Avg -Avg

´

9.9

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

7.1

— — — 5 2 — — — 2.3 — (—)

„ QQQ

0.4 -0.4 10.1 7.7 — 57 62 56 61 — 2.3 10.69 (91)

Avg

QQQQ

— ES

2.3 3.3 9.1 6.2 6.6 77 66 47 51 31 2.7 10.78 (62) 5.9 1.7 6.9 5.8 — 9 6 75 14 — 1.4 11.44 (79) -1.8 -6.4 2.1 3.5 7.9 22 34 67 23 68 2.3 10.66 (79) 2.7 0.9 3.8 -1.3 11.6 11 16 81 82 4 1.2 18.38 (48) -1.6 -2.7 — — — 18 19 — — — 0.5 — (—)

Low -Avg Low Avg High Avg -Avg +Avg

„ „ ´ ´ „ ´

QQQ

DP PJ

QQQQ

CH ]QQQQ

Matthews China Investor MCHFX

Matthews Emerging Asia Investor MEASX

— PJ NR

]QQQQ

Matthews India Investor MINDX

EI

3.7 7.3 18.0 5.5 12.8

6 12 7 10 1 0.2 21.14 (17)

QQQQ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

-1.7 -4.0 6.0 4.2 10.4 21 24 12 11 27 0.5 13.23 (65) -4.2 -7.5 2.5 2.2 10.4 35 45 59 36 32 1.0 12.09 (69) 1.9 -0.6 8.0 5.0 4.6 81 81 70 69 63 3.3 13.36 (88)

QQQ QQQ

T. Rowe Price New Asia PRASX

Œ

Vanguard European Stock Index Adm VEUSX

Diversified Emerg. Mkts.

— -9.3 -14.6 -2.2 -2.8 5.1 — — — — — — 13.94 (73) —

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

-4.0 -8.3 2.3 1.2 6.8

8 8 10 5 12 0.9 11.11 (92)

Low High

-12.8 -18.3 -4.6 -5.7 5.8 81 83 77 90 31 2.4 16.28 (73) -7.9 -13.2 -0.3 -0.2 6.1 37 36 26 14 24 0.9 13.7 (82) -14.4 -22.1 -4.8 -3.5 5.4 89 96 81 63 44 2.1 16.44 (72) -10.3 -17.9 -1.4 -0.7 7.8 62 78 38 18 4 0.3 14.76 (81) -11.3 -18.5 -3.2 -3.2 — 71 84 57 56 — 1.6 12.77 (81) -7.5 -12.8 -1.8 -2.0 4.9 32 33 42 34 56 0.6 14.26 (72)

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

-10.3 -15.6 -2.8 -2.9

5.4

62 58 50 49 44

3.1 14.97 (74)

-4.6 -9.7 -0.5 2.1 8.5 12 14 28 1 2 0.4 13.55 (61)

Avg

World Allocation

— -1.6 -2.7 4.5 4.6 5.0 — — — — — — 7.77 (85) —

American Funds Capital Income Bldr A CAIBX

-0.2 -0.7 7.5 7.3 6.1 36 32 14 7 23 4.1 8.6 (85) -3.7 -3.7 5.3 5.1 — 81 73 53 46 — 0.0 9.11 (58) 0.4 0.1 6.1 5.1 6.4 24 20 38 48 19 1.8 6.66 (93) 1.3 1.8 7.4 7.4 7.9 12 6 14 5 6 0.5 7.69 (89) -0.1 -0.3 6.9 5.5 — 36 25 22 36 — 1.1 5.71 (89)

+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

1.0 0.8 0.3 1.3 — 15 13 90 94 — 0.0 8.61 (65)

+Avg

MSCI Emerging Markets Index

-10.6 -15.5 -3.5 -3.6 4.7 1.4 1.8 11.6 9.1 5.8 3.1 0.0 8.0 4.8 3.5

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.