(PUB) Investing 2015

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 01-31-15

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

— 0.2 -1.8 9.3 7.6 5.5 — — — — — — 12.36 (86) —

QQQQ

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

— FV

0.4 -2.5 10.0 6.6 4.6 43 53 12 22 29 2.5 13.35 (92) 1.0 2.5 9.9 7.1 7.0 34 37 36 52 13 1.4 11.57 (94) -0.4 0.5 9.5 7.4 — 85 40 26 24 — 3.5 11.38 (94) 1.4 5.8 14.1 10.8 7.4 20 11 2 2 5 0.7 12.02 (87) -0.2 -10.2 12.2 9.2 9.0 62 92 24 71 13 0.0 13.18 (69) 0.7 -1.6 10.8 8.3 5.0 43 77 14 9 38 2.3 12.68 (87) 1.0 -4.4 7.6 8.6 7.6 29 68 90 81 41 0.4 11.1 (63) 0.7 0.2 10.1 9.3 8.9 42 32 67 69 15 1.5 11.26 (90) -0.8 3.8 12.6 8.6 6.7 91 9 6 8 16 2.3 13.64 (94) 0.9 2.2 11.2 7.8 5.4 46 42 15 38 54 1.1 11.82 (92) 0.9 0.3 11.3 7.7 5.8 40 64 14 40 43 0.7 12.35 (91) 0.8 -0.3 9.2 6.5 4.7 39 51 30 43 46 3.3 12.94 (96) -0.7 1.9 15.0 12.1 9.2 91 20 2 1 1 1.5 10.9 (83)

Avg

Œ Œ „ Œ Œ Œ „ „ Œ ˇ ´ „ ´

QQQ

-Avg -Avg

FB ]QQQQ

QQQQ

Artisan International Investor ARTIX

FG FR FB FB FR FR FG FG FB FB

Avg

QQQ

Artisan International Small Cap Investor ARTJX

+Avg

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 Fidelity Spartan International Idx Inv FSIIX

Low Avg Low -Avg High

QQQQ

FB [QQQQ

QQQ QQQ QQQ

Avg

+Avg +Avg

2.9

QQQQ

First Eagle Overseas A SGOVX

3.2 7.3 8.1 8.0

2 12 68 10 5 1.0 8.78 (88)

Low Avg

FB [QQQ

Harbor International Institutional HAINX

-0.1 -2.1 6.8 6.9 7.5 79 83 75 33 8 2.2 12.34 (93)

„ „ ´

QQQQ

Harding Loevner International Eq Inv HLMNX

FG FQ FB

1.4 7.0 8.5 8.1

7.5

20 9 59 31

0.7 11.86 (91)

Avg Low High +Avg +Avg High Low High

QQQ

IVA International A IVIOX Janus Overseas T JAOSX

0.6 2.7 7.8 8.2 — 26 4 77 62 — 2.8 6.8 (86)

-3.1 -2.4

-1.7 -9.5

6.1 96 99 99 99 22 1.0 18.26 (75)

9.9 16.4 14.2

E JOHCM International Select II JOHAX Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX MainStay ICAP International I ICEUX

— FG ]QQQQQ

1.6

— 12 1 1

1 — 0.6 12.47 (75)

QQQQ

— FB

-0.2 1.2 9.7 7.5 6.9 80 31 24 18 14 1.2 12.84 (92)

-1.7 -14.4

3.0

´ ´

FB FV FB FB FB

7.1 4.4

95 100 72 89 87 3.7 16.18 (79)

QQQQ

0.3 -1.6 7.8 6.4 5.5 48 36 46 25 8 3.3 11.64 (88) 0.4 -5.2 6.2 3.8 5.4 59 94 85 92 30 1.2 13.64 (90)

QQQ

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

WWWWW QQQQQ

-0.8 1.9

9.2 8.1

— 92 20

32 10 — 0.7 — (—)

Oakmark International I OAKIX

0.0 -1.9 13.8 10.3 8.1 73 82 3 4 4 2.1 14.46 (84)

High

´ „ ˇ ´ ˇ ˇ ´ ˇ ´ „ ´ Œ Œ „ ˇ „ ´ Œ „

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

0.3 -5.0 9.6 7.6 6.6 34 64 65 82 31 1.6 13.92 (81) 0.0 -1.8 10.3 8.8 7.4 77 83 27 21 5 0.8 12.38 (87) -0.8 -0.2 6.7 6.2 6.6 95 67 80 71 26 1.5 11.23 (91) -0.7 0.4 13.0 10.3 8.9 79 27 16 45 17 0.8 10.79 (84) 1.2 5.8 8.2 7.5 5.7 30 12 63 44 46 1.2 12.02 (94) -0.4 -2.7 8.3 6.7 4.9 73 55 40 21 15 3.2 12.3 (95) 0.8 0.6 9.7 7.7 — 34 39 24 14 — 2.8 11.89 (96) 1.6 -7.6 4.7 — — 10 89 99 — — 0.6 16.77 (68) -3.7 -12.5 4.4 3.8 3.4 98 94 97 91 100 7.6 12.71 (83)

High

FG ]QQQQ

Avg

QQQ

Scout International UMBWX

FG FR FG FV FB FA FG FV FG FB

-Avg -Avg

QQQQ

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 TCW International Small Cap I TGICX Third Avenue International Value Instl TAVIX Thornburg International Value A TGVAX 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 Vanguard International Explorer Inv VINEX Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX Tweedy, Browne Global Value TBGVX USAA International USIFX

QQQ

Avg

QQQQ QQQQ

-Avg -Avg High

— FR

QQ QQ

Avg

2.1 2.8 6.5 5.7 6.4

8 34 85 81 30 0.9 11.58 (84)

-Avg

QQQQQ

0.2 4.6 12.3 9.8 7.0 55 1 4 2 4 1.2 8.0 (78) 1.1 1.8 9.2 7.6 6.5 30 47 49 41 27 1.7 12.39 (90) 0.9 -0.3 9.2 6.5 4.8 32 51 32 44 43 3.7 13.0 (96)

Low

QQQQ

+Avg +Avg

QQQ

FB [QQ

0.2 1.3 6.7

5.8

— 68 29 77

64 — 3.5 12.6 (98)

Avg Avg

-0.6 -3.3 6.6 6.6 — 66 54 87 98 — 2.5 12.77 (91)

QQQ QQQ

FQ FG

-0.1 -0.8 11.0 8.4 6.5 54 15 46 59 44 1.9 11.99 (88) 0.2 0.3 8.9 8.0 6.4 68 65 55 34 29 2.3 13.14 (95) -0.9 -2.5 8.2 5.5 5.2 88 53 41 46 12 2.8 13.14 (96)

Avg

High

FV [QQQ FB [QQ FG ]QQQQ

Avg Avg

0.2 0.8 6.8

5.5 5.0

68 36 76

69 38

3.4 12.54 (98)

Virtus Foreign Opportunities A JVIAX

1.7 8.4 8.6 8.9 6.7 11 3 58 19 20 0.8 11.45 (82)

-Avg

World Stock

— -1.0 5.3 11.7 10.2 6.3 — — — — — — 10.85 (77) —

Œ ]QQQQ Œ QQQQ ´ QQQ

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

0.0 7.5 13.9 10.3 7.7 16 27 19 52 20 2.3 9.97 (91) -0.4 7.0 14.0 11.6 8.3 29 33 18 28 9 0.6 10.23 (83) -0.8 2.5 13.5 11.9 8.4 43 77 26 24 9 0.0 10.96 (66)

-Avg -Avg

Avg

MSCI World Index

-1.8 7.0 12.9 10.7 6.1 0.5 -0.4 9.3 6.4 4.7

MSCI EAFE

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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