(PUB) Investing 2016
38
Historical Performance
Historical Risk
Morningstar Rating vs.Category 5 Best
Total Return % 02-29-16
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
Foreign Stock
— -8.1 -11.9 1.5 1.6 2.3 — — — — — — 12.13 (85) —
QQQQ
American Beacon Intl Equity Inv AAIPX American Funds Europacific Growth A AEPGX American Funds Intl Gr and Inc A IGAAX
— FV
-9.5 -16.6 0.1 0.3 1.5 69 57 39 26 14 1.3 12.89 (92) -8.8 -14.5 1.1 1.1 3.1 59 72 44 56 33 1.9 11.33 (91) -7.0 -18.1 -1.5 0.7 — 24 85 75 33 — 3.5 11.34 (92) -4.6 -5.4 6.1 — — 6 1 1 — — 0.2 10.71 (90) -8.5 -16.1 1.5 4.1 3.5 50 90 39 13 24 0.5 12.89 (83)
Avg Low Low Low
Œ Œ
FG
FB [QQ
QQQQQ
Ariel International Investor AINTX Artisan International Investor ARTIX
— FV
„ Œ Œ Œ „ „ ´ ´ ´ „ ´ Œ „ „ Œ ˇ ˇ ´ ´ ´ „ „ ˇ ˇ ´ ˇ „ Œ Œ „ ˇ „ ´ Œ „ Œ
QQQ QQQ
FG
+Avg
Artisan International Small Cap Investor ARTJX Artisan International Value Investor ARTKX Causeway International Value Inv CIVVX Columbia Acorn International Z ACINX DFA International Small Company I DFISX Dodge & Cox International Stock DODFX Fidelity Diversified International FDIVX Fidelity International Discovery FIGRX
FR FB FB FR FQ FB FG
-10.6 -4.0 2.3 5.8 5.6 86 21 73 20 16 0.1 13.96 (63)
High Low Avg -Avg +Avg High +Avg +Avg Low Low High +Avg +Avg +Avg High +Avg +Avg -Avg High High Low Avg Low -Avg Avg -Avg Avg Low +Avg Avg Avg -Avg High +Avg Avg +Avg Avg
QQQQQ
6.4
-5.9 -11.7 4.4 5.8
10 14 3 3 1 0.9 10.85 (82)
QQQ QQQ QQQ
-9.4 -16.8 0.2 0.9 2.1 74 73 44 29 27 1.9 12.34 (89) -6.3 -12.1 1.3 2.4 5.0 28 94 87 79 25 1.3 11.0 (89) -7.1 -6.8 4.0 2.5 3.8 25 15 35 68 11 2.3 12.06 (84)
-12.0 -25.6
-1.5 -0.6 2.0 97 100 75 68 28 2.6 14.63 (91)
QQQ
-8.4 -11.7 3.9 2.5 2.3 49 43 12 29 57 1.0 12.37 (88) -9.4 -11.1 2.8 2.3 2.7 67 36 20 32 45 1.1 12.41 (87) -8.1 -8.2 5.6 4.3 2.5 46 5 2 4 21 1.1 11.91 (88) -8.7 -15.2 0.4 0.5 1.6 56 51 41 38 35 2.9 12.77 (94)
FG [QQQ
FB ]QQQQQ
Fidelity Overseas FOSFX
QQQ
Fidelity Spartan International Idx Inv FSIIX
FB
FB ]QQQQQ
-2.1 -5.8 2.7 3.2 5.4
First Eagle Overseas A SGOVX
1 3 10 6 2 0.2 8.67 (83) — 1 2 2 1 — 1.8 8.0 (63)
QQQQQ
8.7
FMI International FMIJX
— FB
-2.1 -5.2 7.1
QQQ QQQ
Harbor International Institutional HAINX Harding Loevner International Eq Inv HLMNX
FB FG FQ
-6.1 -15.4 -1.2 0.3 3.4 12 53 71 44 11 1.9 13.4 (94) -6.7 -13.8 0.3 1.2 3.7 26 61 62 54 17 0.8 13.26 (92) -3.0 -5.2 3.5 3.9 — 3 11 46 41 — 2.6 6.41 (89)
QQQQ
IVA International A IVIOX
QQQQQ
7.7
JOHCM International Select II JOHAX Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX MainStay ICAP International I ICEUX
— FG — FB
-2.1 -14.1
5.8 — 1 64 2 2 — 0.2 12.72 (67)
QQQ
-9.5 -20.7 -1.3 -0.7 2.4 77 95 73 70 23 1.9 12.85 (90)
Q
-5.1 -3.3 -0.2
FB FB FB FB FB FG FR FV FG FB FG FV
-9.1 -20.0
69 93 95 94 87 2.0 15.41 (80)
QQQ QQQ
-9.9 -19.3 -1.5 -0.7 1.4 84 90 76 69 39 1.8 13.05 (87)
Manning & Napier World Opportunities A EXWAX
-4.0 -13.8 -2.4 -1.9 2.4
3 34 89 89 22 1.9 13.08 (88)
QQQQ QQQQ
Neuberger Berman International Eq Inv NIQVX
-6.9 -10.0 1.8
2.1 1.8
22 6 16
11 30
0.5 11.29 (86)
Oakmark International I OAKIX
-10.7 -19.7 -0.3 1.9 4.3 92 92 54 12 5 2.5 14.69 (86) -10.4 -16.8 0.4 0.6 2.9 90 98 81 79 58 2.8 13.09 (84) -5.4 -8.0 2.7 4.2 4.9 12 8 21 12 1 0.9 12.34 (85)
FQ [QQ
Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX T. Rowe Price International Discovery PRIDX T. Rowe Price International Gr & Inc TRIGX T. Rowe Price International Stock PRITX T. Rowe Price Overseas Stock TROSX Thornburg International Value A TGVAX Tweedy, Browne Global Value TBGVX 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 USAA International USIFX
QQQQ
QQQQQ
-8.0 -2.5
6.0 6.2 5.9 49 15 27 14 12 0.7 10.32 (85)
QQQQ
-7.1 -14.8 0.4 0.2 1.6 27 35 35 28 13 2.2 12.05 (93) -7.5 -14.4 0.6 1.2 2.4 35 70 55 54 55 1.2 12.42 (94) -7.9 -16.0 0.6 1.0 — 40 64 34 27 — 2.3 11.75 (95) -9.7 -10.9 0.7 0.0 3.1 76 33 52 77 34 0.9 12.37 (84) -5.2 -9.5 2.2 4.7 4.2 10 4 14 1 1 0.9 8.32 (84) -8.8 -14.4 0.0 1.8 3.3 58 71 66 42 28 1.4 12.26 (90) -8.5 -14.6 0.7 0.6 1.7 53 44 32 36 32 3.2 12.68 (95) -6.6 -11.4 0.1 -0.2 — 20 82 85 89 — 2.7 12.18 (87) -8.9 -7.3 6.0 3.0 3.8 61 17 13 63 16 1.6 11.13 (84) -9.2 -15.1 0.5 1.2 3.0 65 83 56 54 39 1.5 14.1 (94) -7.6 -18.0 -1.2 -0.6 1.3 31 70 61 51 22 2.3 13.41 (95) -7.9 -16.9 -1.8 -1.1 — 40 75 82 79 — 3.2 12.46 (98)
QQQ
QQQQ
QQQQQ
Ø FG [QQQ
FB [QQQ
QQ QQ
FB FQ FQ
QQQ
FG ]QQQ
QQQ
FV FB FG
-7.8 -16.4 -1.5 -1.0
1.4
37 69 78 77 38
3.1 12.35 (98)
Avg Low
QQQQ
Virtus Foreign Opportunities A JVIAX
-4.7 -6.3 0.9 5.1 3.9
4 4 48 6 12 0.9 11.49 (77)
World Stock
— -6.3 -11.5 4.2 4.2 3.7 — — — — — — 11.71 (78) —
Œ QQQ Œ QQQQ ´ QQQ
American Funds Capital World Gr&Inc A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX
-6.4 -12.2 4.6 4.9 4.7 46 56 44 39 22 2.5 10.9 (90) -8.4 -8.2 6.6 6.3 6.2 75 17 13 16 4 0.7 11.44 (84) -9.6 -11.1 4.7 5.0 5.1 85 41 40 36 15 0.0 12.27 (60) -11.3 -14.8 4.1 7.6 — 95 82 55 7 — 0.0 12.54 (71)
-Avg Avg +Avg +Avg
E Artisan Global Equity Investor ARTHX
[QQQQ
—
MSCI World Index MSCI EAFE Index
-6.7 -11.0 5.3 4.9 3.8 -8.9 -15.2 0.4 0.6 1.5
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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