(PUB) Investing 2016

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 03-31-16

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

—

-1.5 -4.7 -3.2 -9.9 -2.4 -8.6 -0.3 -10.0

3.3 3.2 2.6

— — — — —

— 12.77 (87) 1.2 13.47 (92) 1.8 12.01 (92) 3.1 12.09 (93) 0.2 11.18 (91) 0.5 13.21 (83) 0.1 14.22 (64) 0.8 11.49 (85) 1.8 12.67 (88) 1.3 11.57 (92) 2.5 12.83 (86)

—

QQQQ

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

—

FV FG FB FV FG FR FB FB FR FQ FB FG FB FB FB FB FB FG FB FB FB FB FB FB FV FG FB FG FV FB FB FQ FQ FG FV FB FG FG

2.1 3.3 0.6 7.7 2.7 3.6 6.1 1.8 2.6 6.1 1.3 5.1 4.1 7.0 2.1 3.9 7.5 1.0 2.5 4.1 7.8 0.6 3.8 2.7 3.5 4.5 8.0 2.2 3.0 2.6 2.5 2.6 2.0 2.5 0.7 2.5 8.1 3.1 1.3 0.8 1.9 6.2 8.2 6.3 5.0 0.5

2.0 2.4 1.9 — 5.2 5.8 7.4 2.3 3.6 4.2 1.4 3.9 3.8 5.7 2.3 4.2 9.5 1.7 2.7 4.5 6.6 0.4 3.1 4.4 2.6 5.6 7.3 1.8 2.7 2.7 1.1 5.5 3.2 2.5 0.6 1.1 4.5 2.5 1.3 0.7 5.7 6.2 7.6 5.9 9.0 0.9

1.8 3.6 — — 3.6 5.6 6.7 2.4 5.2 4.1 2.5 2.5 2.9 2.7 1.8 5.6 — 3.7 4.1 — — 2.7 0.8 1.7 2.7 2.2 4.8 3.6 5.1 5.9 1.9 2.9 — 3.4 4.4 3.7 2.0 — — 4.0 3.4 1.6 1.9 4.3 5.3 6.6 5.5 —

68 57 52 80 23 75

36 25 18 38 57 30 73 43 — 1 — — 51 13 29

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

Œ Œ

QQ QQ

QQQQQ

Ariel International Investor AINTX Artisan International Investor ARTIX

—

1.3

0.0

„ Œ Œ Œ „ „ ´ ´ ´ „ ´ „ Œ „ „ Œ ˇ ˇ ´ ´ ´ „ „ ˇ ˇ ´ ˇ „ ´ Œ Œ „ ˇ „ ´ Œ — —

QQQ QQQ

-3.6 -11.1

75 94

-6.1 -0.5 0.8 -4.5 -4.8 -11.6 0.1 -5.3 -3.8 -18.1 -2.9 -5.9 -4.0 -5.0 -2.3 -1.3 -2.7 -8.4 1.7 -2.8 0.5 -8.6 0.6 -6.2 0.6 -1.4 1.5 -12.0 -4.0 -14.0 2.8 -4.9 -3.4 -12.6 3.7 -3.7 -0.8 -4.2 -2.9 -12.4 -1.1 -8.8 0.4 2.3 3.0 0.1 -1.1 -7.9 -0.3 -6.9 -1.3 -9.0 -4.3 -5.4 -2.3 -7.1 -2.8 -7.7 -2.0 -7.3 -0.3 -8.7 0.9 -2.7 -2.0 -0.8 -2.0 -7.7 -0.5 -10.7 -0.2 -8.2 0.1 -4.5 0.3 -4.5 -2.5 -1.9 -2.9 -5.4 -5.5 -9.1 0.8 1.9 1.0 0.2 3.7 -1.7

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

100 47 9 13 93 88 29 95

74 42 19

QQQQQ

QQQ QQQ QQQ

51 34 27 87 78 27 43 64 11 61 58 26 14 28 63 26 29 49

84 100 67 51 83 40

2.4

15.6 (92)

High

QQQ

0.9 12.74 (89)

Avg Avg Avg

FG ]QQQQ

1.1

12.8 (88)

QQQQQ

Fidelity Overseas FOSFX

4 22

1.1 12.35 (89) 2.7 13.29 (95)

QQQ

Fidelity Spartan International Idx Inv FSIIX

59 51

43 34 36

+Avg

QQQQQ QQQQQ

First Eagle Overseas A SGOVX

1 7

3 7

0.2 1.8

9.12 (86) 8.12 (66)

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

FMI International FMIJX

1 —

QQQ

Harbor International Institutional HAINX Harding Loevner International Eq Inv HLMNX

11 55 20 56 31 53 4 98 87 96 2 16 77 92

67 51 11 52 51 16 68 55 —

1.8 14.01 (94) 0.7 13.98 (93)

FG ]QQQQ FQ [QQQ

IVA International A IVIOX

2.5

6.64 (91)

QQQQQ

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

4 —

0.2 12.74 (66) 1.7 13.33 (90) 1.8 17.28 (82) 1.6 13.69 (88) 1.8 13.89 (89) 0.4 11.88 (87) 2.3 15.51 (87) 2.5 14.38 (86) 0.9 12.89 (87) 0.7 10.95 (87) 2.1 12.59 (94) 1.1 13.18 (95) 2.1 12.42 (95) 0.9 12.82 (84) 1.3 12.84 (91) 2.9 13.29 (95) 2.9 13.36 (98) 2.5 13.03 (89) 1.5 11.85 (86) 1.4 14.81 (94) 2.1 14.13 (96) 2.8 13.24 (98) 0.9 11.87 (80) — 12.22 (80) 2.5 11.51 (92) 0.7 11.91 (85) 0.0 12.86 (64) 0.0 12.88 (74) 0.8 8.43 (83)

QQQ

75 82 23 93 92 71 76 69 40 85 88 23

-1.2 -0.6

QQQ QQQ

Manning & Napier World Opportunities A EXWAX

-0.1 -0.1

QQQQ QQQQ

Neuberger Berman International Eq Inv NIQVX

28 11 67 91 60 98

14 31

18 29

Oakmark International I OAKIX

FQ ]QQQ

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

79 77 42

QQQQ

Avg Low

FR [QQQQ

54 16

18 17 12

QQQQ

32 38 27 61 36 61 88 45 48 35 63 72 45 39 24 57 24 70 88 48 40 72 29 67 21 47

34 31 15 44 52 48 33 24 — 53 83 37

-Avg +Avg -Avg

QQQ

QQQQ

Avg Low

QQQQQ

FG ]QQQQ

62 40 27 34 28 31

Avg

QQQ

+Avg Avg Avg -Avg High +Avg

QQ QQ

78 —

87 89 — 13 59 16 42 55 37 51 43 24 70 76 35

QQQ QQQ QQQ

Avg Low

QQQQ

Virtus Foreign Opportunities A JVIAX

7 13

World Stock

—

5.7 5.5 4.1

— — — — —

—

Œ Œ

QQQ

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

43 44 78 24 82 57 96 85

43 37 22

-Avg Avg +Avg +Avg

QQQQ

11 16

QQQ

39 44 17

QQQQ

Artisan Global Equity Investor ARTHX

—

5 —

MSCI World Index MSCI EAFE Index

-0.3 -3.5 -2.7 -8.6

6.8 1.9

6.5 4.3 2.1 1.6

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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