(PUB) Investing 2015

40

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)

World Stock (cont’d)

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

0.1 5.5 14.5 16.3

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

Artisan Global Opportunities Inv ARTRX Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

— 16 53 13 2 — 0.3 11.87 (63)

+Avg -Avg +Avg +Avg

-3.8 4.3 15.3 13.6 — 98 65 8 7 — 0.5 9.34 (74) 16.4 11.8 — 90 24 6 26 — 1.3 11.86 (83) -0.6 1.7 14.2 12.6 7.8 37 81 16 14 19 0.3 11.25 (76) -2.8 7.7

Fidelity Worldwide FWWFX

8.5

Franklin Mutual Global Discovery A TEDIX

-1.4 6.5 12.7 9.9

64 39 37 59 6 2.1 8.44 (76)

Low

Franklin Mutual Quest A TEQIX

-1.0 4.3 11.9 9.4 7.3 49 64 50 67 33 4.5 7.67 (71) -1.4 8.7 10.9 9.7 8.0 64 18 62 60 15 0.1 10.43 (78) -0.7 9.3 12.4 12.4 — 39 16 42 17 — 0.9 10.18 (79) -1.5 7.3 15.1 12.4 8.2 67 29 10 17 12 0.7 10.96 (79) -4.5 2.1 14.1 11.0 7.9 99 79 17 42 17 1.2 12.83 (77) -2.5 4.0 15.0 12.8 — 86 66 10 11 — 0.9 12.22 (73) -1.4 3.9 11.1 11.8 — 63 68 58 25 — 0.8 10.02 (78) -0.5 5.5 14.0 11.1 7.1 34 53 19 39 36 0.8 11.86 (84) 11.1 9.4 8.5 25 94 59 65 7 0.3 14.39 (43) -1.1 6.7 11.3 9.8 5.5 52 37 56 60 67 1.9 7.82 (72) -0.3 -4.0

Low Avg -Avg

Harding Loevner Global Equity Advisor HLMGX

Janus Global Research T JAWWX MFS Global Equity A MWEFX

Avg

Oakmark Global I OAKGX

High

Oakmark Global Select I OAKWX

+Avg -Avg +Avg High

Old Westbury Small & Mid Cap OWSMX

Oppenheimer Global A OPPAX

Oppenheimer Global Opportunities A OPGIX

Perkins Global Value T JGVAX

Low

8.0

PIMCO EqS Pathfinder D PTHDX Third Avenue Value Instl TAVFX Tweedy, Browne Value TWEBX

-0.2 5.1

— — 24 58 90 — — 1.8 8.89 (85)

Low

8.3 4.6

-2.7 5.9 11.9

88 48 49 80 83 4.0 11.43 (81)

+Avg Low -Avg

-1.7 6.1 12.3 10.1 6.0 73 45 44 55 56 1.1 8.6 (73) -1.3 2.2 8.8 8.8 — 60 79 87 75 — 2.2 10.24 (88) -1.6 7.2 15.1 12.5 8.3 69 30 10 15 11 1.0 10.96 (79)

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

USAA World Growth USAWX

Avg

QQQQ

Vanguard Global Equity Inv VHGEX

— —

-1.4 6.7 13.6 11.5 6.3 65 37 25 31 51 1.6 10.58 (86)

Avg

1.5 17.4

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 2 — — — 2.4 — (—)

„ QQQ

-1.4 6.7 11.5 10.0 — 64 37 54 57 — 2.4 10.44 (91)

Avg

QQQQ

— ES

1.5 -1.7 11.7 8.0 7.7 22 24 42 54 18 2.6 9.98 (69) 2.2 7.5 9.7 8.5 — 20 46 42 8 — 1.9 10.54 (78) 0.1 3.9 7.9 7.3 8.9 92 97 41 49 68 1.9 9.94 (77)

Low Low Low Avg

„ „ „ ´

QQQ

DP

PJ [QQQ

QQQ QQQ

Matthews China Investor MCHFX Matthews India Investor MINDX

CH

2.9 5.7 3.2 3.6 11.7

6 71 84 80 11 1.2 13.54 (54)

EI

8.2 85.0 22.3 13.6 — 59 6 7 1 — 0.2 23.3 (37)

+Avg

Œ

QQQQ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

4.7 22.1 11.0 11.3 12.2

9 11 17 10 32 0.4 12.3 (72)

Avg

´

QQQ QQQ

T. Rowe Price New Asia PRASX

2.1 14.6 7.5 8.5 12.4 47 33 57 22 27 0.9 11.25 (73) 0.4 -2.2 10.4 7.1 5.0 70 30 62 75 62 4.6 14.36 (90)

-Avg +Avg

Œ

Vanguard European Stock Index Adm VEUSX

Diversified Emerg. Mkts.

— 0.3 3.9 1.5 3.0 7.6 — — — — — — 13.73 (79) —

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

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

0.2 1.2 5.9 6.0 8.5 55 75 11 12 21 0.9 11.22 (93) -0.8 1.9 -1.5 0.9 8.5 83 68 81 85 23 2.6 15.31 (79) 1.0 7.0 5.2 6.0 9.1 31 27 14 11 13 0.8 13.42 (85) -0.6 3.4 0.9 3.7 9.2 79 54 54 36 12 1.8 16.04 (74) -1.3 2.0 4.1 6.3 11.0 91 67 19 8 1 0.3 13.96 (85) -0.9 0.2 1.2 2.9 — 85 83 48 53 — 1.3 12.75 (86) 1.4 11.6 2.3 4.0 7.9 22 4 36 30 44 0.6 14.31 (76)

Low

+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

High

Avg

-Avg

Avg Avg Avg

0.7 9.2 1.0 3.4

8.2

36 12 54 43 36

2.8 14.34 (79)

3.3 15.7 4.8 9.6 10.9

3 2 16 2 3 0.6 13.75 (67)

World Allocation

— 0.0 3.7 6.6 7.7 5.6 — — — — — — 7.58 (85) —

American Funds Capital Income Bldr A CAIBX

0.3 10.4 10.9 9.6 6.4 32 4 5 13 25 4.7 7.56 (81) 0.2 0.6 8.0 6.8 — 37 87 40 70 — 0.0 9.74 (69) 0.1 4.1 7.0 6.9 7.1 45 48 55 68 16 2.2 6.55 (93) 0.2 4.9 8.8 9.8 8.8 40 37 30 8 7 0.5 7.66 (90) -0.2 4.2 7.3 8.2 — 62 46 50 36 — 1.1 6.83 (84)

Avg

Appleseed APPLX

+Avg -Avg

BlackRock Global Allocation Inv A MDLOX

First Eagle Global A SGENX IVA Worldwide A IVWAX

Avg Avg

Ø Q

PIMCO Global Multi-Asset D PGMDX

1.0 9.5 0.9 3.8 — 10 7 90 99 — 0.3 7.61 (58)

Avg

MSCI Europe Index

0.0 -2.4 10.2 6.6 4.8 -0.7 4.4 -0.5 2.3 7.6 1.5 3.4 7.9 6.3 4.5

MSCI Emerging Markets Index

MSCI Pacific

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.